Stocks+Wealth Financial Planning is an owner-managed, independent financial planning practice based in Cape Town, serving clients across South Africa and abroad. The firm focuses on retirement and investment planning, helping established individuals bring clarity and structure to important financial decisions. Its advice is fee-based and independent, with no proprietary products, sales targets or institutional agendas, and pricing is disclosed upfront.

Services include retirement planning, focused investment planning and consultations by the hour. Retirement planning brings a client’s financial circumstances together in a clear strategy designed to adapt over time. Investment planning considers what clients need their money to achieve and how each decision fits into the broader plan. Hourly consultations provide independent guidance on specific financial questions or decisions, along with a professional report and actionable next steps.

Stocks+Wealth emphasizes personal service, client choice and long-term relationships. Its planning approach considers costs, tax and estate alignment, aiming to create strategies that remain resilient through changing markets and circumstances.