WHAT WE OFFER
INVESTMENTS
We will help you to formulate your investment plan- whether you are saving for a holiday or for your children’s education.
BUSINESS ASSURANCE
Risk cover that ensures business continuation in the event that you, your partner or key employees pass away or become disabled.
ILLNESS & DISABILITY BENEFITS
Providing you with peace of mind that you will be able to cope financially, should you become ill or disabled.
WILLS & ESTATE PLANNING
Making sure that your family and loved ones are financially secure, should you pass away.
HEALTHCARE
Helping you to find the right medical aid option to suit your health and affordability needs.
RETIREMENT PLANNING
Ensuring that your golden years will be spent doing the things you love, and not worrying about money.
EMPLOYEE BENEFITS
Providing risk cover and retirement benefits for you and your staff.
LIFE INSURANCE
Protecting your family’s lifestyle when you are no longer here.
EMPLOYEE BENEFITS
Providing risk and retirement planning for you and your staff.
WHAT OUR CLIENTS SAY
A collection of companies and individuals that we are proud to call our clients
"We have been a client of Mandy Schultz Wealth Management for more than three decades now, and the levels of service experienced yearly still exceed our expectations.
​
When it comes to financial services our first pre-requisite is trust, and with Mandy we have complete peace of mind that our interests are taken care of.
Without any doubt we would recommend them for both business and individual portfolios since the professionalism and care never subsides.
Thank you Mandy and team for always going the extra mile for us. You are simply amazing."
​
- Gert Naudé, Managing Director of Metalen
ABOUT US
Mandy is a CERTIFIED FINANCIAL PLANNER® professional; this is the internationally recognised academic mark of excellence.
She holds a post-graduate diploma in Financial Planning from the University of the Free State.
Having started working in the financial industry in 1993, Mandy has 30 years of experience in this field.
She founded Mandy Schultz Wealth Management in 1997, with the goal of providing a holistic and personalised coaching approach to financial lifestyle planning, in all aspects.
Supported by her efficient admin team, she is proud of the
long-term relationships that we hold with our valued clients, who can be confident that their financial futures are secure.
​
"MONEY IS ONLY A TOOL. IT WILL TAKE YOU WHEREVER YOU WISH,
BUT IT WILL NOT REPLACE YOU AS THE DRIVER."
-Ayn Rand
FREQUENTLY ASKED QUESTIONS
Common questions that will help you get to know us better
'WHAT IS FINANCIAL PLANNING?'
Financial planning is a step-by-step process that we use to help you to achieve your life’s goals.
​
A financial plan acts as a guide as you progress through different life stages, events and circumstances.
​
It helps you to stay in control of your income, expenses and investments, ensuring that you are on track to meet your financial goals- whether you are saving for a house, your child's education, or your retirement home at the beach.
GET IN TOUCH
WE'D LOVE TO HEAR FROM YOU.
​
If you have any questions about starting your lifestyle financial planning journey, please let us know.
Financial Planning & Wealth Coaching