We are a niche financial advisory firm using our industry experience to offer an all-in-one financial service to our clients.

 
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About Us
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At Consilium Wealth Management we aim to develop long-term relationships with our clients, partnering to provide wealth creation and financial security throughout all phases of their lives.

Our holistic approach enables us to fully understand client needs and goals, allowing us to provide individualistic advice, with a high degree of integrity and professionalism.

Through our philosophy of wisdom, planning and purpose, we guide our clients with professional and transparent financial advice.

Our position as independent financial planning experts, frees us from corporate conflicts of interest thus allowing us to provide the best solutions for clients.

 

 
 
 
 

Our Services
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Investments

Retirement Annuities
Living Annuities
Pension Funds
Provident Funds
Preservation Funds
Linked Investments
Unit Trusts
Share Portfolio’s

Wills & Estates

Wills
Estate Planning
Trusts
Estate Administration
Tax Efficiency
Asset Distribution

Risk Insurance

Life Cover
Dread Disease
Capital Disability
Income Disability
Retrenchment Benefits
Buy & Sell Agreements
Key Person Insurance

 
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Wealth Management
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Through comprehensive research we selected reputable fund managers with long-term track records of delivering returns in line with their goals, mandates and investment philosophies.

The comprehensive understanding of these mandates and investment philosophies allows us to tailor our advice to best reflect a financial solution to guide clients in achieving their financial goals. 

While financial managers have their own unique set of biases and theories, we have found that it’s those that choose to ignore emotional reactions to sudden changes, that overcome tough economic conditions and achieve consistent growth.

 

By gaining an understanding of a clients current position and unique goals, we create a financial plan that will become the framework for all future financial investment decisions.

History has proven that a comprehensive financial plan and patience is the best formula in assisting clients to achieve their financial goals and objectives.

 

"CONSILIUM is not your ordinary financial advisory firm. They are PROFESSIONAL, HONEST and TRUSTWORTHY in managing your financial portfolio."

- Ross Charnock

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The Founder
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Managing Director


Malcolm matriculated from Grey High School and then went on to further his studies at the Nelson Mandela Metropolitan University. He obtained a BCom Financial Planning degree and a Postgraduate Diploma in Financial Planning. 

He has been working in the financial planning industry for a number of years and has gained a wealth of knowledge and experience. He established Consilium Wealth Management in 2013.

 
 
 
 
 


“Investing is simple, but not easy”

Warren Buffett

 

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Contact Us
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CONTACT DETAILS

Malcolm Stretch

📞  086 187 8396

✉️ info@consiliumwm.co.za

ALTERNATIVELY

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