Adroit Wealth and Capital (Pty) Limited

Adroit Wealth and Capital (Pty) Limited is an owner run business. In August 2002 Guy de Fleuriot and Liesl Vause founded the original business and have since redefined the company’s service offering to serve its niche clientele who are predominantly private clients and business owners. In its original form, Adroit Financial Services (Pty) Limited was the only financial services practice to have been placed as a finalist in the SA Best Practice Awards competition during its existence from 2007 to 2009 and won the competition in 2009. Apart from observing sound business principles, we are fiercely independent and provide impartial and objective advice to our clients. Additional professional services can be offered in conjunction with certain firms of attorneys and accountants with whom we hold reciprocal arrangements. Services offered Life Long Financial Planning Investment Planning Retirement Planning (Pre & Post) Tax & Migration Planning Advice on Estate Planning Business Assurance & Entrepreneurial Services How do we go about our business? Our primary philosophy is to keep things as simple as possible. We have a saying “If you can’t draw it yourself with a crayon, then stay out of it”. Do we know the future? Of course not - but what we do know is this… • You need to be fearful when others are greedy – leave enough for the next guy. • Inflation is the single biggest destroyer of wealth over the long term – manage it. • To succeed you must have courage and conviction – stick to your strategy. • Investment projections are often intangible – have faith, trust your advisor implicitly. • Don’t try and time the markets – invest for the long term. • Diversity is key for South African investors – global asset allocation is imperative. • Invest for the yield – don’t speculate.

Address: 24 Ennisdale Drive, Durban North, 4051 South Africa

Phone: +27 31 563 4190
FAX: