WEALTH CONSULTATION

A Structured Conversation About Your Capital.

Meet with an experienced Portfolio Manager to assess your financial position, risk profile, and long-term investment objectives — within a disciplined advisory framework.

how we can help

Call us at +27 (0)11 011 1600 or fill out our form, and we’ll contact you within one business day.

Afrifocus has been a member of the JSE since 2000 and administers approximately 7,000 client accounts across institutional and private segments.

What you get

What This Consultation Includes.

Strategic Wealth Assessment

A high-level review of your financial structure and investment positioning.

Risk & Allocation Discussion

Understanding your risk tolerance and capital objectives.

Solution Mapping

dentifying which Afrifocus solutions may align with your goals.

Clear Next Steps

If appropriate, outlining a structured path forward.

WHO IS THIS FOR

This Consultation Is Designed For:

• Individuals seeking structured portfolio oversight
• Investors exploring advisory or discretionary mandates
• Clients considering offshore or tax-efficient solutions
• Investors seeking professional capital allocation guidance

This session is not intended for short-term trading advice or speculative market commentary.

WHAT TO EXPECT

What Happens After You Submit?

  1. A member of our team will contact you within one business day.

  2. We will confirm your objectives and schedule a suitable time.

  3. The consultation is conducted via phone or in-person meeting.

  4. If appropriate, a structured proposal may follow.

Testimonials

Client Experiences That Speak for Themselves