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Your Wealth,
Our Priority.

Personalised wealth management for discerning individuals.

start your journey with Rosebank Wealth Group
Rosebank Wealth Group is a leading financial services and wealth management firm that provides a comprehensive "multi-family office" service. Through a client-centric approach, their financial advisors offer holistic and independent guidance on a wide range of offerings, including investment management, risk management, and tailored financial planning for both local and offshore investments. They specialize in complex areas such as estate planning by assisting with trusts, wills, and fiduciary solutions, and they expertly navigate foreign exchange for international transactions. The firm also provides specialized advice on retirement savings, including pension funds and provident funds, and utilizes diverse investment vehicles like unit trusts to ensure clients' wealth is not only grown but also protected for future generations.

Tailored Solutions

Carefully prepared,
personalised solutions.

Rosebank Wealth Group is a leading financial services and wealth management firm that provides a comprehensive "multi-family office" service. Through a client-centric approach, their financial advisors offer holistic and independent guidance on a wide range of offerings, including investment management, risk management, and tailored financial planning for both local and offshore investments. They specialize in complex areas such as estate planning by assisting with trusts, wills, and fiduciary solutions, and they expertly navigate foreign exchange for international transactions. The firm also provides specialized advice on retirement savings, including pension funds and provident funds, and utilizes diverse investment vehicles like unit trusts to ensure clients' wealth is not only grown but also protected for future generations.

Global Reach

A global network of carefully
selected experts.

Rosebank Wealth Group is a leading financial services and wealth management firm that provides a comprehensive "multi-family office" service. Through a client-centric approach, their financial advisors offer holistic and independent guidance on a wide range of offerings, including investment management, risk management, and tailored financial planning for both local and offshore investments. They specialize in complex areas such as estate planning by assisting with trusts, wills, and fiduciary solutions, and they expertly navigate foreign exchange for international transactions. The firm also provides specialized advice on retirement savings, including pension funds and provident funds, and utilizes diverse investment vehicles like unit trusts to ensure clients' wealth is not only grown but also protected for future generations.

Legacy Planning

Preserve and grow your
family’s wealth.

Rosebank Wealth Group is a leading financial services and wealth management firm that provides a comprehensive "multi-family office" service. Through a client-centric approach, their financial advisors offer holistic and independent guidance on a wide range of offerings, including investment management, risk management, and tailored financial planning for both local and offshore investments. They specialize in complex areas such as estate planning by assisting with trusts, wills, and fiduciary solutions, and they expertly navigate foreign exchange for international transactions. The firm also provides specialized advice on retirement savings, including pension funds and provident funds, and utilizes diverse investment vehicles like unit trusts to ensure clients' wealth is not only grown but also protected for future generations.

An Innovative Approach

Delivering efficient, transparent, and carefully considered services.

About Us

Your Trusted Partner in Wealth Management

At Rosebank Wealth Group, we are focused on providing high-touch, client-focused wealth management solutions.

Our team of trusted and experienced professionals is dedicated to helping you achieve your financial goals.

Read More

Who We Serve

At Rosebank Wealth Group, we understand that wealth takes many forms and serves a diverse range of needs.
We partner with individuals and families to achieve their specific financial goals and aspirations.

Business Owners & Entrepreneurs

Investors
Seeking Innovation

Senior Executives & Young Professionals

What We Do

Comprehensive Wealth Management Solutions
Rosebank Wealth Group is a leading financial services and wealth management firm that provides a comprehensive "multi-family office" service. Through a client-centric approach, their financial advisors offer holistic and independent guidance on a wide range of offerings, including investment management, risk management, and tailored financial planning for both local and offshore investments. They specialize in complex areas such as estate planning by assisting with trusts, wills, and fiduciary solutions, and they expertly navigate foreign exchange for international transactions. The firm also provides specialized advice on retirement savings, including pension funds and provident funds, and utilizes diverse investment vehicles like unit trusts to ensure clients' wealth is not only grown but also protected for future generations.
Rosebank Wealth Group is a leading financial services and wealth management firm that provides a comprehensive "multi-family office" service. Through a client-centric approach, their financial advisors offer holistic and independent guidance on a wide range of offerings, including investment management, risk management, and tailored financial planning for both local and offshore investments. They specialize in complex areas such as estate planning by assisting with trusts, wills, and fiduciary solutions, and they expertly navigate foreign exchange for international transactions. The firm also provides specialized advice on retirement savings, including pension funds and provident funds, and utilizes diverse investment vehicles like unit trusts to ensure clients' wealth is not only grown but also protected for future generations.

Family Office

A comprehensive suite of services for high-net-worth individuals and families.
Rosebank Wealth Group is a leading financial services and wealth management firm that provides a comprehensive "multi-family office" service. Through a client-centric approach, their financial advisors offer holistic and independent guidance on a wide range of offerings, including investment management, risk management, and tailored financial planning for both local and offshore investments. They specialize in complex areas such as estate planning by assisting with trusts, wills, and fiduciary solutions, and they expertly navigate foreign exchange for international transactions. The firm also provides specialized advice on retirement savings, including pension funds and provident funds, and utilizes diverse investment vehicles like unit trusts to ensure clients' wealth is not only grown but also protected for future generations.

Estate Planning

Comprehensive planning to protect your wealth, preserve your values, and prepare your family for the future.
Rosebank Wealth Group is a leading financial services and wealth management firm that provides a comprehensive "multi-family office" service. Through a client-centric approach, their financial advisors offer holistic and independent guidance on a wide range of offerings, including investment management, risk management, and tailored financial planning for both local and offshore investments. They specialize in complex areas such as estate planning by assisting with trusts, wills, and fiduciary solutions, and they expertly navigate foreign exchange for international transactions. The firm also provides specialized advice on retirement savings, including pension funds and provident funds, and utilizes diverse investment vehicles like unit trusts to ensure clients' wealth is not only grown but also protected for future generations.

Investment Management

Thoughtfully constructed portfolios, built around your needs and designed to support your long-term financial success.
Rosebank Wealth Group is a leading financial services and wealth management firm that provides a comprehensive "multi-family office" service. Through a client-centric approach, their financial advisors offer holistic and independent guidance on a wide range of offerings, including investment management, risk management, and tailored financial planning for both local and offshore investments. They specialize in complex areas such as estate planning by assisting with trusts, wills, and fiduciary solutions, and they expertly navigate foreign exchange for international transactions. The firm also provides specialized advice on retirement savings, including pension funds and provident funds, and utilizes diverse investment vehicles like unit trusts to ensure clients' wealth is not only grown but also protected for future generations.

Ancillary Services

Beyond wealth management, Rosebank Wealth Group facilitates access to trusted professionals to ensure every aspect of your financial life runs smoothly.

What we say our customers

Our Testimonials

Awesome service received from Dumisa & colleague. Thanks for the help much appreciated

Rosebank Wealth Group Rosebank Wealth Group is a leading financial services and wealth management firm that provides a comprehensive "multi-family office" service. Through a client-centric approach, their financial advisors offer holistic and independent guidance on a wide range of offerings, including investment management, risk management, and tailored financial planning for both local and offshore investments. They specialize in complex areas such as estate planning by assisting with trusts, wills, and fiduciary solutions, and they expertly navigate foreign exchange for international transactions. The firm also provides specialized advice on retirement savings, including pension funds and provident funds, and utilizes diverse investment vehicles like unit trusts to ensure clients' wealth is not only grown but also protected for future generations.
Brian Martin Business Consultant

Would totally recommend Rosebank Wealth Group, they are amazing! Thnks to Alwyn Smit for all the help!

Rosebank Wealth Group Rosebank Wealth Group is a leading financial services and wealth management firm that provides a comprehensive "multi-family office" service. Through a client-centric approach, their financial advisors offer holistic and independent guidance on a wide range of offerings, including investment management, risk management, and tailored financial planning for both local and offshore investments. They specialize in complex areas such as estate planning by assisting with trusts, wills, and fiduciary solutions, and they expertly navigate foreign exchange for international transactions. The firm also provides specialized advice on retirement savings, including pension funds and provident funds, and utilizes diverse investment vehicles like unit trusts to ensure clients' wealth is not only grown but also protected for future generations.
Johan Botha Company COO

Claire and Sean helped make me feel looked after fromm the moment we met. Look forward to what we will be doing in the future.

Rosebank Wealth Group Rosebank Wealth Group is a leading financial services and wealth management firm that provides a comprehensive "multi-family office" service. Through a client-centric approach, their financial advisors offer holistic and independent guidance on a wide range of offerings, including investment management, risk management, and tailored financial planning for both local and offshore investments. They specialize in complex areas such as estate planning by assisting with trusts, wills, and fiduciary solutions, and they expertly navigate foreign exchange for international transactions. The firm also provides specialized advice on retirement savings, including pension funds and provident funds, and utilizes diverse investment vehicles like unit trusts to ensure clients' wealth is not only grown but also protected for future generations.
Martine Hurvitz Marketing Manager

Navigating Uncertain Times: Updated Finance Trends.

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Preserve and Grow Your Financial Legacy

Contact Us Today
Rosebank Wealth Group is a leading financial services and wealth management firm that provides a comprehensive "multi-family office" service. Through a client-centric approach, their financial advisors offer holistic and independent guidance on a wide range of offerings, including investment management, risk management, and tailored financial planning for both local and offshore investments. They specialize in complex areas such as estate planning by assisting with trusts, wills, and fiduciary solutions, and they expertly navigate foreign exchange for international transactions. The firm also provides specialized advice on retirement savings, including pension funds and provident funds, and utilizes diverse investment vehicles like unit trusts to ensure clients' wealth is not only grown but also protected for future generations.

At Rosebank Wealth Group, we are committed to providing exceptional wealth management services.

Our team of experienced professionals is dedicated to helping you achieve your financial goals.

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Disclaimer

Investors should take cognisance of the fact that there are risks involved in buying or selling any financial product. Past performance of a financial product is not necessarily indicative of future performance. The value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. Illustrations, forecasts, or hypothetical data are not guaranteed and are provided for illustrative purposes only. This document does not constitute a solicitation, invitation, or investment recommendation. Prior to selecting a financial product or fund, it is recommended that investors seek specialised financial, legal and tax advice.

Location

Rosebank Terrace Ground Floor, 25 Sturdee Avenue, Rosebank, 2196

Phone

+27 11 447 6916

Email

info@rosebankwealthgroup.com

Copyright ©  2026 Rosebank Wealth Group | All Rights Reserved 

Rosebank Wealth Group is an Authorised FSP. FSP Number 41055.

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