Clients First.
Always.
Rosebank Wealth Group (Pty) Ltd is an owner-managed strategic investments, financial planning and family wealth management company based in Rosebank, Johannesburg.
FSP Number 41055.
Clients First.
WHY
Acknowledging that the client should always be at the heart of our industry, we believe client-centric service to be the only approach to true family wealth management. With that at the core of our business, we exist to guide families towards and beyond their goals.
HOW
By integrating an independent approach to wealth management with a meticulous understanding of our clients’ needs and goals, we tailor solutions aimed at simplifying the big picture.
WHAT
Whether through the provision of once-off advice, ongoing lifestyle planning, or an all-encompassing wealth management service, we walk the journey with our clients and give them peace of mind.
Testimonials
From new clients, to life-long partners, below are some of the things our clients have to say.
George Kontominas and his associates have been our main financial advisers over the past 22 years. They have provided advice on financial investing both locally and overseas. They have also handled regulatory and administrative issues as well as tax implications and foreign exchange clearances. We have seen their advisory practice grow over the years and this has accelerated after the change of name to Rosebank Wealth Group in 2014. We have found George Kontominas and his team to be consistently helpful in identifying, assessing and recommending investment options, and in implementing agreed changes to portfolios.
Lincoln and Claire
May 2019
Since 2004, when I requested assistance for a simple Amnesty Application, George and his team have taken care of my and my husband’s financial matters, and now does same for our children, much to our satisfaction.
Anthony and Janet
May 2019
Question about the use of “wrapper” structures. This question was sent to Rosebank Wealth Group financial advisor Alwyn Smit and was first published by Moneyweb. Continue Reading Investing for a monthly income below the tax threshold. This question was sent to Rosebank Wealth Group financial advisor Alwyn Smit and was first published by Moneyweb. Continue Reading
Evaluating your new financial advisor via Zoom During the first ‘hard’ lockdown, we had three digital interviews with prospective clients, all of whom decided to become our clients. Continue Reading What does inflation do to your investments? The Covid-19 pandemic has created a slowing global economy which could become deflationary. The lockdowns imposed by different governments have caused a reduction in demand for goods in key sectors of the economy such as air travel, tourism and restaurants, to name a few. In the current environment, the combination… Continue Reading Recommended: A ‘Post-Covid’ stock take with your financial advisor The Covid pandemic has wrecked havoc on investments, investment vehicles and personal priorities. Continue Reading