CO-CREATING YOUR SUSTAINABLE FINANCIAL FUTURE

OUR TEAM HAVE BEEN SUPPORTING CLIENTS MAKE IMPORTANT
DECISIONS ABOUT THEIR LIVES AND MONEY SINCE 2007. Learn More
Local & Offshore Investing

Our team is committed to delivering strong, risk-adjusted returns to our clients. Our dedication to fundamental qualitative and quantitative analysis and research of the various asset classes is a key aspect to our approach.

RETIREMENT PLANNING

We are passionate about helping clients retire successfully. By partnering with our team we work together with you and create a plan that ensures that the money you invest will provide you with a sustainable income, one that supports your needs and achieves your goals.

Life Transition Planning

Plotting a map of your goals without sacrificing what’s most important—that’s how you tackle life’s major transitions.


WEALTH PROTECTION - DRAFTING YOUR WILL

Leaving a Legacy. How do you make and leave your mark? Through a well thought out and carefully planned asset protection strategy, one that guides the establishment of your legacy to ensure its preservation by others.

WHO WE ARE

OUR GUIDING PRINCIPLES

Independence

We offer independent and objective financial advice. We lead with advice and not with any particular product, platform or fund.

Partnership

We define a partnership as a shared responsibility where together we create a financially sustainable future and legacy that allows you to live out your dreams and attain your goals.

Personalised

Your dreams, goals and aspirations are as unique as you are - so while you talk, we will listen.

Informal

Your home away from home. A family office that makes you feel comfortable, where conversations and information shared over a cup of coffee are kept confidential and safe.

HOW WE WORK

Meet & Greet

We call this our Coffee Chat where you get to know more about us and us about you.

Proposal

Based on the first two steps, we are now in a good position to present a plan which addresses your aspirations.

Discovery

This involves gathering appropriate information so that we can offer you a complete service. Typically, this will include your current financial position, your savings, investments and Will. We will also cover tax, life assurance, estate and retirement planning.

Implementation

Once you have had time to absorb the proposal, we will follow a process to implement the steps proposed and agreed to by you.

Planning

We analyse the information provided in the Discovery step to determine any risks or gaps and where we could potentially add value to your current portfolio.

Review

We have a formal review with you annually to discuss progress and, as circumstances, goals and market conditions can change, to make any adjustments required. Should change occur before the scheduled review date we will naturally meet with you and plan accordingly.

OUR RELATIONSHIP WITH YOU

COACH
NAVIGATOR
SOUNDING BOARD
PARTNER

WHO YOU WILL MEET

Lebo Matete

Head Administrator

Kier Bothwell

Associate Planner

Erin Richard Bothwell

Director CFP®

Rudo Dhliwayo

Para-Planner & Administrator

Sian Bothwell

Operations & Accounts

MORE ABOUT OUR TEAM

TESTIMONIALS

Erin and his team have been outstanding in looking after our retirement funds for the past 10 plus years. Never failed to make contact every year to revise our funds.
Always keeps in contact for birthdays and ill health. Open to give advice on various matters including Insurance policies. Assisted us in drawing up our Wills. A Financial Advisor with Erin’s outstanding abilities is hard to find, and we recommend him to anyone looking for the right person.

Mr. & Mrs. Christie

Retired

I would like to commend Erin for his sound financial advice. Erin offers a sterling world class service; he and his team operate like a well-oiled machine.
I am extremely happy with Erin’s financial knowledge; I feel well taken care of as he keeps your best interests at heart.
It’s a pleasure and an honour to work him & his team

Mr. James

Technical Support Manager

For more than a decade the Bothwell team have taken care of my financial affairs. They have always been attentive and have remained in contact. They have also taken care of my will and related matters. I have no hesitation in recommending their services.

J. D. Lewis-Williams

Professor emeritus

READ MORE

GET IN TOUCH

Contact Us

    Where to Find Us

    Clearwater Office Park,
    Building 2, Ground Floor,
    Corner of Christiaan de Wet & Millennium Boulevard Drive,
    Strubensvalley, Roodepoort, Gauteng

    ``Someone is sitting in the shade today because someone planted a tree a long time ago.``
    Warren Buffet