Planvest Wealth Management (Pty) Ltd is an independent, fee-based financial advisory firm focused on helping clients create and preserve wealth. The firm says it has provided financial advice for the past 15 years and works with a range of insurance and investment products. Its approach emphasizes unbiased advice, reflecting its belief that fee-based financial guidance will play an increasing role in the industry.

Planvest’s services include wealth management, insurance, medical aid guidance, estate planning, and business and succession planning. It also provides financial tools to support practical decision-making, including a retirement drawdown calculator with tax, a home loan calculator, pre- and post-retirement tax calculators, a monthly budget tool, and a savings calculator. These resources complement its advisory offerings, helping visitors explore financial considerations alongside the firm’s broader planning services.

Planvest Wealth Management is identified as a licensed company and an authorised financial services provider. Its stated focus on wealth creation and preservation brings together investment, protection, and planning considerations in a service offering designed around clients’ financial needs.