Complex needs,
simple solutions.
ALWAYS GROWING WITH YOU
The more we grow in life, the more complex things become. This makes it harder to plan and find people who you can trust to help you manage your wealth.
We’re a family run business that understands the value of generational wealth, responsibility and legacy.
We simplify how you make and protect your wealth, using a fully integrated, professional, highly affordable family office experience supported by a process-driven framework.
Responsibility.
IT’S ABOUT HOW WE LOOK AFTER EACH OTHER
We learn from our parents and peers, and teach our kids how to look after each other.
From our relationships to our resources, from one generation to the next, we have a responsibility to ensure that there is integrity in our planning.
The Chalford Wealth approach helps you look at your whole-of-life picture and integrate all the elements.
Our own family of professionals walks alongside you and your family, calling in other trusted experts when needed, to advise and develop a plan that helps you look after yours.
Wealth Management.
HELPING YOUR FAMILY PLAN FOR THE LIFE YOU WANT
Having enough money means that you get to splash in the sea, pay for an education, travel to your favourite places and live the life you choose.
Risk Planning.
HELPING YOU SEE AHEAD TO PLAN FOR THE STORMS
We don’t always know when life’s storms will come, but when they do, we help ensure that you have protected your lifestyle choices.
Estate Planning.
EXTENDING YOUR WEALTH FROM THIS GENERATION TO THE NEXT
We create, we build and we grow. This is how we create our stories. With our professional Estate Planning services, we can help you ensure that your story is remembered.
Health.
HELPING YOU LIVE IN A STATE OF WELLBEING
All the money in the world is worth very little if we don’t have good health. From living a healthy life to having access to the best medical care, our team can help you ensure your family is covered.
Our family.
TWO GENERATIONS OF FINANCIAL WELLNESS
Daniel Esterhuyse
Owner
Financial planner CFP®
BCom, PGDip, MBA
(021) 782 7479
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Is it tough to talk about retirement because we haven’t saved enough… or because we’re not comfortable with getting older? It’s an insightful question and helps us begin to understand why so many people delay...
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WE’D LOVE TO HEAR FROM YOU
Chalford Wealth.
F R O M O N E G E N E R A T I O N T O T H E N E X T
Chalford Wealth Management (Pty) Ltd is a licensed and authorised Financial Service Provider regulated by the Financial Services Board in terms if Section 8 of FAIS (Financial Advisory and Intermediary Services) Act 2002.
Our license number is 15207. Additionally, we are required to comply with FICA (The Financial Intelligence Centre Act) and our compliance with these regulations is overseen by Moonstone, Compliance and Risk Management services.