What We Offer

Chalford Wealth Management focuses on 4 main Areas of expertise:

A retirement annuity is a tax effective retirement investment vehicle for individuals. The primary target market is individuals who do not participate in a pension or provident fund…

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Risk Planning

A protection against the loss of income that would result if the insured passed away. The named beneficiary receives the proceeds and is thereby safeguarded from the financial…

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Health

The Health Cover industry has many choices and offers. The Above definitions are very basic and non – specific…

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Estate Planning

Estate planning and management is often over looked but incredibly important. With a particular focus on retirement…

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Chalford Wealth Management has well established relationships with the following:

Local and Off shore Asset Management Companies:
SIM, Allan Gray, Miton – Optimal, Coronation Funds, Nedgroup, Investec, Foord Asset Management, Stanlib, Orbis, Black Rock, Sarasin
Linked Investment Service Provider’s (LISP’s):
Allan Gray, Glacier by Sanlam, Investec, Momentum, Stanlib.