Wealth is Designed Around You | Secure. Grow. Preserve

Discover bespoke financial advice that empowers you to pursue a life of genuine freedom and legacy.

At Opulentus Wealth we value our clients and believe in life time client relationships. Based on our numerous years of experience in the industry, our client value proposition is divided into the following 4 areas:

Financial Planning-for individuals, professionals and families who aspire to be more

Strategic, comprehensive planning designed to evolve with your personal values and life’s milestones. From retirement planning to estate duty considerations, our approach ensures your wealth supports both today’s needs and tomorrow’s promises.

Business planning-structuring wealth beyond the business

Whether you are a family owed business or young start up, we offer bespoke business financial planning focusing on risk mitigation, wealth protection, succession planning and investments for the business. Our offering includes risk and retirement benefits for your staff to further compliment your businesses staff value proposition.

Investment Advisory (Local & Offshore)

Rely on our expertise to navigate complex markets—both domestic and international. We’ll help you define where to invest and, more importantly, why, ensuring your wealth aligns with your long-term vision. Our investment offering is aligned to Environmental Social Governance (ESG) standards and we focus on tax optimisation for our clients.

Estate & Legacy Structuring

Safeguard your family or business future with thoughtful estate distribution, tax efficient structuring, and legacy planning that honours your values and desires.

Philanthropy

For clients who wish to make an impact, we provide guidance and structure around strategic philanthropy that reflects your legacy.

Schedule In A Complimentary 15 Minute Session To Determine How We Can Assist You

WHY WORK WITH US?

Here Is What We

Can Do For You

• Client-Centric Philosophy
Your priorities steer our process—from initial consultation throughout our ongoing relationship. We value relationships and believe in life time relationships.
• Transparent, Fee-Based Model
Our commitment to integrity means no product biases—only clear, advice-driven services aligned with your best interests.
• Adaptive Planning
We evolve your financial roadmap as your life changes.
• Experience
We have been in business for 10 years and counting. We bring clients insight and authority, backed by professional independent advice.

HOW IT WORKS

Client Qualification Criteria & Pricing

Our services do not come with any qualification criteria linked to how much you earn. We treat all clients equally, irrespective of your bank balance or net asset value. If you are able to pay our consultation fees, we are eager to work with you as a client.