why choose us

We specialize in advising successful executives, professionals, selected corporate staff members and business owners on the transfer of wealth to successive generations. We are FSB licenced for risk, investment, and giving independent advice through our contracts with all the major South African Financial Service Providers.

wealth management

We have in-depth experience in financial planning and investment management, but we also bring in professionals with the expertise necessary for a successful wealth management plan.

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investment management

To help achieve your financial goals, we employ a disciplined investment management process and our Financial Transformation Program (Exclusive to Tau Wealth Management).

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personalized services

Personalized communications offering (i.e. Portfolio manager insights, research reports, news on specific funds. You get opportunities to attend financial and investment education events and seminars.

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our service providers

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