Individuals & Families
We partner with individuals who view their financial future as a commitment, not a coincidence.
PEOPLE | PLANS | POSSIBILITIES
A clearer tomorrow, together.
Strategic financial guidance for the people, plans and possibilities that matter most.
GuidancePlanningPerspectiveOpportunityGrowthLegacy
OUR SPECIALTIES
Guidance for every stage of your journey.
Our role is to simplify complexity, connect the right expertise and remain beside our clients as they navigate life's most important decisions.
Business Owners
Whether you are building a career or growing a business, meaningful wealth is created through thoughtful decisions made consistently over time.
Approaching Retirement
Helping you plan with clarity for the next chapter.
Retired Clients
We seek to preserve not only wealth, but confidence, continuity and peace of mind for generations to come.
OUR SERVICES
A comprehensive approach to your financial future.
We connect our clients with the right professionals and remain actively involved throughout the process, ensuring every recommendation works together as part of a coherent long-term strategy.
Financial
Planning
Investment
Planning
Retirement
Planning
Risk
Planning
Estate
Planning
Business & Succession
Planning
OUR PROMISE
Our Promise to every client
Our process is designed to give you clarity, confidence and a long-term partner in your corner.
- We will always act independently.
- We will always place your interests before our own.
- We will tell you what you need to hear, not what you want to hear.
- We will remain accountable for the advice we give.
- We will coordinate the expertise your circumstances require.
- We will build relationships measured in decades, not transactions.
- We will help you make better decisions.
OUR PEOPLE
Experience. Integrity. A personal approach.
Our advice is guided by evidence, experience and professional judgment. Our loyalty has only one destination: Our Client.
Magda van der Merwe
Wealth Manager
Laurie Korsten
Wealth Manager
Ilse van Rhyn
Portfolio Administrator
START A CONVERSATION
Your direction | Your wealth
An introductory conversation gives us an opportunity to understand what you're looking for and determine whether Cardinal Wealth is the right fit.
VISIT US
Menlyn Woods
291 Sprite Avenue
Faerie Glen, Pretoria
Gauteng, 0081