Resolute Wealth Management (PTY) Ltd

Resolute Wealth Management was established in 2004 as an independent wealth management practice. Our dynamic and qualified team is committed to giving tailor-made financial advice and investment solutions. We pride ourselves on professionalism, integrity, care, diligence and quality service. Our aim is to build long lasting client relationships giving that personal touch through our approach to meet individual needs and to ensure wealth and prosperity for our clients. One of the most credible and valuable forms of marketing, and what we strongly believe in, is “Word of Mouth”. We pride ourselves in the fact that the majority of our clients are gained through referrals of existing clients. OUR INVESTMENT PHILOSOPHY To protect and grow your investment portfolio over the long-term To provide honest, independent and objective advice – we are not influenced by commissions and will always do what is in our clients’ best interests Simplify complex financial solutions – we remove the complexity by implementing, administering and maintaining the co-created solution on your behalf We employ a disciplined and consistent investment process We are sensitive to costs and taxes We invest clients’ money as if it were our own To deliver on our promise To keep our code of conduct Constantly looking to improve on our value proposition and service offering WHAT IS OUR OBJECTIVE? Our objective is to build long term lasting relationships with all of our clients, while generating returns in excess of inflation, tax and all costs i.e positive absolute returns, without taking unnecessary risk. To achieve this, we have developed a structured investment strategy: Initial phase A Resolute Wealth Manager will meet with you to assess your current financial position and gain a better understanding of your financial goals. They will then provide you with a personalized investment proposal containing your investment objectives. The proposal will provide full details of our recommendations and any advice for restructuring. On-going phase At Resolute Wealth, our Wealth Managers have a professional responsibility to safeguard your investment and manage your portfolio within the bounds of Resolute Wealth’s house view, including tax, compliance, estate planning and investment administration. Your financial portfolio will be reviewed annually to ensure your investments remain aligned with your financial objectives. FEE STRUCTURE At RWM, we believe that the historical “commission driven” fee structure is both unsuitable and unsustainable in the financial services industry. This type of fee remuneration encourages businesses to be transaction based and the objectivity of advice can be questionable. In addition, this type of fee structure does not align itself to long-term personal service. RWM has structured its business largely on an ongoing fee basis system. Our fees are aligned to the performance of our client’s investment portfolio, thereby aligning our interests with our client’s interests.

Address: Unit 14, Kingston House, Hampton Park, 20 Georgian Crescent East Bryanston, 2191 South Africa

Phone: +27 011 514 0840
FAX: