Expert local insights combined with global-grade investment strategies to safeguard and compound your wealth in South Africa.
Tailored structures and clear action models that safeguard your commercial and personal assets.
Discretionary portfolios personalized to match your time horizons, risk profiles, and legacy objectives.
Ensure smooth cross-generation asset transfers through local trusts, solid structuring, and structural compliance.
Maximize legislative allowances while establishing robust, forward-looking local and foreign entities.
For decades, Prosperis Wealth has advised families and business operators dynamically. Based in Cape Town, we understand local microclimates and help you achieve clarity where macro volatility exists.
Assets Under Advisory
Average Client Hold
Independent Advice
FSCA Regulated partner
Honest views from genuine local partnerships.
"Prosperis completely re-organized our family trusts in South Africa. We now sleep peacefully knowing our compliance and yield parameters are healthy."
Owner, Tech-Group SA
"Navigating South African exchange control was challenging. Their cross-border services streamlined our entire offshore allocation structure beautifully."
Legacy Beneficiary
"Their strategic retirement mapping is unparalleled. Honest advisors who refrain from hard-selling product wrappers and focus on actual cashflows."
Retired Executive
Yes. Prosperis Wealth (Pty) Ltd is an Authorised Financial Services Provider regulated by the Financial Sector Conduct Authority (FSCA) of South Africa.
We typically work with households and portfolios starting from R5,000,000, but we also offer hourly consultation frameworks for business restructuring and estate design.
Yes, we guide clients through utilizing their annual Single Discretionary Allowance (SDA) and Foreign Investment Allowance (FIA) paths responsibly.
We believe in transparent billing. We operate primarily on an as-disclosed fee-on-advisory basis, calculated annually, preventing commission-based conflicts.
Take action today to streamline your path. We guarantee confidential introductory interactions within 24 hours.
76 Loop Street, Cape Town CBD, Cape Town, 8000, South Africa