The Fine Line Between Greed and Desperation Emotional Traps That Can Wipe Out Your Life Savings
Greed and desperation are emotional traps that cloud judgment, leading to poor financial choices that can destroy your life savings.
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Welcome to Family Wealth Custodians
Our Clients' Best Interests Come First
At Family Wealth Custodians, we believe that your family's greatest wealth is each other. As an independent family wealth management company, our mission is to guide families through every stage of their wealth management journey with bespoke services tailored to your unique needs.
Life is unpredictable, and managing financial affairs can be daunting. We understand that our clients may not have the time, expertise, or inclination to handle these complexities on their own. That's where we come in. Our team is dedicated to providing trusted, integrity-driven advice and services that align with your best interests.
Our approach is personal and empathetic, focusing on creating holistic financial plans that support your family's goals and aspirations. We prioritize building lasting relationships based on trust and understanding, ensuring that every decision made is in your family's best interest.
Join us on this journey, and let us help you secure a prosperous future for your family.
Warm regards,
Hardi
Hardi Swart CFP
Managing Director
“I can sleep peacefully at night knowing that my finances are in good hands.”
- Mareli van Huysteen
“A family focussed financial planning company that puts the well-being of their clients first. ”
- Conrad Sidego
“When it comes to managing our family's financial affairs; they are the team I want in my corner.”
- Will Jackson
Our Services
We're all about making your money work smarter, not harder! Our top priority is ensuring your family's long-term financial security with maximum efficiency.
Our investment approach is designed to assist families in building long-term wealth through a simplified and innovative strategy.
Secure your financial future with our retirement planning service. We offer personalized solutions tailored to your unique needs and circumstances, so you can enjoy your golden years
We understand the importance of minimizing tax liabilities and maximizing tax savings for our clients. Let us help you achieve your financial goals with our expert tax planning and accounting services.
Your Family Wealth Master Plan is a detailed financial plan that provides a roadmap for achieving your financial goals. Our team creates a customized plan that considers your unique circumstances, helping you decide about your financial future.
We provide advice on efficient assurance coverage so that you can have peace of mind knowing that you are getting the most protection possible while minimizing costs.
Our goal is to be your lifelong companion, accompanying you through all the ups and downs. We offer both compassion and effectiveness, assistance and expertise.
Our employee benefits service offers a range of options to meet different needs and budgets. We provide support and advice to help businesses care for their employees and attract top talent.
We assist businesses in mitigating risks and complying with regulations through our expert team's comprehensive assurance services, including risk assessments, insurance advice, and reviews.
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