Who We Work With

At Pristine Wealth, we partner with individuals and families who value expert guidance, independent thinking, and tailored financial strategies. Our clients are often professionals, business owners, and high-net-worth individuals who are serious about growing, preserving, and transferring wealth with clarity and confidence.

We work best with those who:

Appreciate personalised, long-term financial planning
Seek objective advice, free from product bias or industry noise
Value transparency, trust, and a proactive approach
Prefer quality over quantity when it comes to their investments

Whether you’re planning for retirement, navigating a business exit, building generational wealth, or simply want a more intentional investment strategy, we’re here to guide you every step of the way.

Our Ideal Clients Include:

Professionals & Executives

We assist executives and professionals, including doctors, lawyers, and corporate leaders, who often face unique financial challenges such as managing equity compensation, planning for retirement, or navigating complex tax situations. We help them build a financial plan that complements their demanding careers.

Pre-Retirees & Retirees

Planning for retirement is one of the most important financial milestones. We work with individuals and couples nearing retirement to create a roadmap for a secure and comfortable retirement, ensuring they have enough income, tax-efficient withdrawals, and a plan for healthcare and estate considerations.

Business Owners & Entrepreneurs

Business owners face complex financial needs— from succession planning to optimizing business structures. We help entrepreneurs protect their assets, plan for the future of their business, and ensure their personal and professional finances are aligned for long-term success.

Testamentary and inter vivos trusts

We partner with trustees of testamentary and inter vivos trusts to preserve, manage, and grow generational wealth.

We understand the unique responsibilities trustees carry—balancing fiduciary duties with the long-term interests of both income and capital beneficiaries.

Whether the trust is navigating tax efficiency, income distributions, offshore investment strategies, or complex family dynamics, our independent advice ensures alignment with the trust deed and broader estate planning goals.

GEPF members - Government Employees

When government employees retire or resign, their financial and retirement planning needs can be quite distinct due to their unique benefits, retirement systems, and the impact of their decisions.

We do comprehensive comparisons to enable South African government employee pension fund (GEPF) members to make an informed and calculated choice between either retiring as a government employee pension fund member, or whether to resign and transfer their full pension capital to a private pension fund.

High-Net-Worth Individuals & Families

We work with high-net-worth individuals and multi-generational families who need sophisticated wealth management strategies. Our services focus on preserving wealth, minimizing taxes, optimizing investments, and planning for estate transfer across generations.

Women & Families in Transition

We understand that life changes, such as divorce, the loss of a spouse, or inheritance, require special financial planning. We provide compassionate, informed guidance to women and families navigating these transitions, helping them make sound financial decisions during difficult times.

Independent Advice.

Tailored Wealth.

Ready to take the next step?

Get in touch for a confidential conversation about how we can support your financial goals.