Wealth Management

Our Investment Managers work hard to invest your money wisely so that you can achieve your objectives. They will create an investment portfolio based not only on your needs, but also on your risk tolerance, loss capacity, and time horizon. You can trust us to as one of the top Wealth Management Companies in South Africa.

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Your Wealth Management Experts

Your money, whether you’re a high-net-worth individual, a small-business owner, or a family man (or woman), needs to be managed. If you think that sounds difficult, you are correct. Managing all of the variables – an investment portfolio, retail banking, estate planning, legal resources, and tax professionals – is nearly impossible if you haven’t been trained.

Because time is money, we recommend that you hire a Wealth Manager to be your money’s Personal Assistant. Thankfully, we have the experience and knowledge as one of the top Wealth Management Companies, to successfully guide you in this area.

One Of The Top Wealth Management Companies in South Africa

We will guide you in the art of successful investing, including risk management, diversification, offshore investing, and tax planning.

Post-Retirement

You’ve planned and arrived in your golden years with a nice golden nest egg, so you can cross financial planning off your list, right? It should outlive you, not the other way around. You require the expertise of a financial advisor to carefully and continuously manage your nest egg so that you can continue to enjoy your retirement. Remember, you could be retired for longer than you worked. More and more people are living longer and longer lives. Dont waste any more time searching for wealth management companies and speak to us today. 

Pre-Retirement

The Golden Rule is to begin planning for retirement as soon as you receive your first pay check. You frequently need to fund a retirement that will last 30 years or more. Retirement can sometimes last longer than your working life. As a general rule, you should save 15% of your salary for at least 30 years to ensure a comfortable retirement.

Make the most of the world’s eighth wonder, compound interest, and take advantage of all the retirement tax breaks available to you. Again, begin as soon as possible. Make sure you are one of the 6% of South Africans who can retire and live independently and comfortably.

Investments

With so many options for investing, from stocks, bonds, and unit trusts to real estate and starting a business, putting together an investment portfolio can be daunting. Flash Life Insurance is just as committed to assisting you in reaching your financial objectives as you are. As one of the top Wealth Management Companies, we understand the complexities of investing and can assist you in developing a balanced, diversified portfolio that works in tandem with your risk tolerance. Speak with us about an investment strategy that entails more than just putting money aside and hoping for the best.

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We Create A Plan That Works For YOU

No matter what stage of life you’re in, we will assist you to reach your wealth potential. If you take our life insurance cover, we make sure you fully protect yourself and your family from a wide range of potential life-changing occurrences, such as death, disability, serious disease, and income loss. Obtain adaptable financial safety for your family and yourself right away! Our investment managers are here to help you make the best decisions.

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Meet Richard Joffe

Richard Joffe

Richard Joffe

Investment Manager

Born in Cape Town, Richard Joffe has been employed by Oracle Brokers since 01 December 2021 and in the Financial Industry for 10 years. Richard is qualified in NQF5 in wealth planning, CFP, RE5, Gap cover, Medical Aid, Onshore & offshore investments, Risk cover along with short term along with personal and commercial lines, estate planning, tax advise and wills. Accredited with several insurance companies. I specialize in RISK, INVEST & SHORT TERM, Richard understands the needs of clients, and recognizes that everyone’s economic and life situation is unique.

Being a consistent financial planner with Oracle, Richard believes in personalized services which is essential when building relationships and tailor – making diversified portfolios with clients. Once your tailored financial plan is in place, Richard thrives to continue collaborating with you to review your achievements against your stated aims to ensure that you remain comfortable with your portfolio. I believe in “CRM Customer Relation Management with a strong admin assistance and a team of marketers to promote my business.

Away from Finance, I lived abroad in the UK for a year, I’m a foodie who enjoys tennis since the age of 7 and currently have a memberships at Milnerton tennis club. I am an animal lover with two dogs.

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