Investment Planning
Carefully considered portfolios built around your life, your goals and what you want your money to achieve.
That place where the questions have been answered, the loose ends have been tied together, and you can finally relax, knowing that your financial life is being taken care of by people who know you.
Your financial life is made up of many moving parts. We bring them together, keep them moving in the same direction, and take care of the details along the way.
Carefully considered portfolios built around your life, your goals and what you want your money to achieve.
A clear plan for turning what you have built into the life you want to live.
Putting your affairs in order and protecting the people you care about.
Preparing for the events nobody plans for, so one setback does not undo years of hard work.
Making sensible use of the opportunities available to you, without unnecessary complexity.
One trusted relationship that keeps the whole picture together.
Ekkerd Private Wealth is a family office serving individuals, families and close circles of friends across South Africa and beyond.
We believe good financial advice begins with knowing the person, not selling the product.
Led by Certified Financial Planner® professional Jaco Ekkerd, our firm brings more than 27 years of experience, careful financial thinking and an exceptional standard of service to every client relationship.
We are blatantly honest. There are no grey areas, hidden agendas or carefully worded half-answers. We tell our clients what we genuinely believe they need to hear and always put their interests first.
EPW combines the strength, expertise and professional standards of a large firm with something increasingly rare: a team that knows your name, understands what matters to you and is there when you need us.
Discover Our ServicesWe believe your wealth has done its job when it gives you the freedom to live well, care for the people you love and face the future with confidence.
Our role is to bring the different parts of your financial life together, make the complicated clear and take care of the details.
No unnecessary noise. No hidden agendas. No grey areas.
Just honest advice, professional care and a long-term relationship centred on what matters to you.
We bring everything together under one trusted relationship,
so you always know where you stand and who to call.
We build carefully considered model portfolios using a select group of investment partners in whom we have real conviction.
We help turn years of saving into a clear and dependable plan for the life ahead.
We help put your affairs in order, protect the people you love and ensure your wishes are understood.
We prepare for the events nobody expects, so one setback does not undo years of hard work.
“Good financial advice should bring you to the point where you can breathe out and say: ‘I understand where I stand, I know who is looking after me, and everything is being taken care of.’” - Jaco Ekkerd CFP®
Our clients live across South Africa and beyond.
Wherever they are, our promise remains the same: personal attention, honest advice and a team that is there when they need us.
You do not need to know exactly what you need before contacting us. Tell us what is on your mind, and we will take it from there.
Wherever you are in South Africa or beyond, our team is ready to listen.
We believe exceptional financial advice begins with a conversation. Contact us using any of the details below or complete the enquiry form.
Church Corner Building
3rd Floor
2 Kerk Street
Bo-Dorp
George, 6529