Ekkerd Private Wealth is an independent financial advice and wealth management firm serving individuals, families and close circles of friends across South Africa and beyond. Led by Certified Financial Planner® Jaco Ekkerd, the firm draws on more than 27 years of experience to provide personal, long-term guidance. Its approach puts clients and their goals first, combining professional standards with attentive service and straightforward advice.

Ekkerd Private Wealth brings together the key parts of a client’s financial life through one trusted relationship. Its services include investment management, with tailored model portfolios, local and offshore investments, wealth preservation and ongoing reviews. The firm also provides retirement planning, including retirement annuities, living annuities, pension preservation and income strategies. Estate and legacy services cover wills, fiduciary matters, trusts and succession planning, while risk and insurance advice includes life, disability, severe illness and income protection. Additional expertise includes tax efficiency and private client advice. The firm aims to make complex financial decisions clearer, help clients protect those they care about, and support greater confidence about the future.