Expert Advice

adding value to your financial wellbeing

Praxis Risk and Wealth Management (Pty) Ltd

We offer more than 30 years of experience and knowledge developed in the SA Financial Services Industry. Our collective expertise has been harnessed to provide our clients with the necessary resources and guidance to make sound financial decisions. Our team has the requisite skills and competence to build mutually beneficial relationships with our diverse client base. We provide a personalised  Independent Financial Advisory service created out of a foundation of shared core values. This is the cornerstone of developing a trusted and valued engagement with our clients.

Our Expertise

Risk Management

... refers to the practice of identifying potential risks in advance, analyzing them and taking precautionary steps to reduce/curb the risk.

Wealth Management

...combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services. The goal of wealth management is to sustain and grow long-term wealth.

Asset Risk Management

...encompasses all types of insurance policies other than life assurance. Amongst others this includes vehicle, property, household, medical, personal liability, travel and business insurance. Short term insurance is taken out only for the period that you have need of it.

What Praxis Risk and Wealth Management can do for you

  • Portfolio Analysis
  • Risk Management
  • Retirement Planning
  • Estate Planning
  • Wealth Management
  • Business Assurance
  • Tax Assistance
  • Medical Aid
  • Short Term Insurance

    • Our Financial Advice - GP's offer convenient, comprehensive solutions to secure your financial health.

    TCF POLICY

    Our Treating Customers Fairly policy is centred around the guidelines provided by the Financial Services Board to ensure we consistently deliver fair outcomes to our clients and take responsibility for the business and staff providing an enhanced service quality to clients, based on a culture of openness and transparency. As a business, we take the requirements of the FSB seriously, in particular, the requirement to treat customers fairly.

    Praxis Risk and Wealth Management (Pty) Ltd
    Is an Authorized Financial Services Provider (FSP Number 46025)
    In terms of Section 8 of the FAIS Act.

    REG.NO. 2014/248400/07

    A copy of our licence certificate is available on request.

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