Eden Wealth Management is one of the leading wealth managers in the Southern Cape region built on the foundation of service excellence provided by a dedicated team combining knowledgeable, experience and youth. Through our personalized approach each client eventually become part of our practice as they are treated as individuals with specific needs and objectives. We pride ourselves in a holistic approach that will provide clients with appropriate and objective advice applicable to each clients own individual needs. Through seminars, daily study, contracted services and a dedicated practice manager we keep track of all the latest legislation and conditions impacting client portfolios and planning. With our focus of professional client service firmly entrenched we strive to build a mutually beneficial long-term relationship with clients. We are an independent financial firm that are helping individuals and organizations define, monitor and pursue their long-term financial goals .We work to create a relationship with you that results in effective communication about the issues that are important to you. We understand that no two clients are identical, and so we strive to create solutions designed exclusively for you—not standardized formulas that ignore the unique aspects of your life.
Eden Wealth Management has its origin as a branch grown from the proud roots of the highly respected Advanced Wealth Management that itself originated from the international accounting firm Price Waterhouse Coopers. With the sale of AWM to PSG in 2007 it was eventually decided in 2009 that our and our clients interest would be best served as a fully independent wealth manager.
We are committed to providing excellence in the financial management process, including problem-solving, communications, products and services. This means different things to different people. Please ask us how this commitment to excellence might work for you.
We are committed to providing a workplace that is challenging, enjoyable and rewarding. We remain focused upon the importance of personal and family health and happiness. We require and support all our professionals to continue professional development and maintain the highest ethical standards. Every staff member have a unique role to fulfill in our practice and regular training is done to insure that each member achieve a very high standard of efficiency. Professional staff combines over 40 years of experience in the financial services industry and are more than capable to provide clients with the peace of mind and confidence to place their business in our hands.
Our Expertise in the following :
Are you saving enough for retirement?
Are you investing in the right things?
Who are your beneficiaries?
Can you afford custodial care at home or in a nursing home?
How should you structure distributions after retirement?
The single biggest influence on any investment is the construction and monitoring of the underlying funds. As part of our role as wealth managers, it is our duty to choose the most appropriate funds with the investment administrators, fund managers and investment objectives.
There are a lot of aspects that impact on investment, but except for Fund Manager and Institutional risk, it is virtually impossible for an investor to lose investment capital. In South Africa, there are currently more than 940 different mutual fund available that incredibly varied. Some older and established managers are responsible for billions and others are part of the new and smaller boutique approach. For this risk as close to zero as possible get we use a selection method which not only reduces the investor's risk, but also help us so to get rid of the confusion to focus absolutely on the best of the best.