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Wealth Management

Personalised Wealth Strategies for Long-Term Prosperity

Goal-Based Financial Planning

At Bokamoso Asset Management, we understand that wealth is more than just money — it's a legacy. Our wealth management service is designed for individuals, families and business owners who value personalised strategies, hands-on advice, and long-term clarity.

What We Offer

  • Goal-setting: Personalised financial planning
  • Portfolio construction: Aligned with your risk profile
  • Performance reviews: Regular strategy adjustments
  • Estate planning: Future-focused legacy solutions
  • Tax structuring: Efficiency and optimisation
  • Dedicated service: A relationship built on trust

A Relationship That Evolves With You

We take the time to understand your aspirations, lifestyle, family dynamics, and risk appetite. Whether you're planning for retirement, educating your children, or creating a charitable legacy, our advisors build bespoke solutions that adapt as your life changes.

“Bokamoso has been instrumental in helping our family preserve wealth across generations while aligning with our long-term values.”

– Private Client, Johannesburg

Resources

Download our latest product brochures and wealth planning guides:

Let’s Grow Together

Connect with a Bokamoso advisor to begin your personalised wealth journey.

Speak to an Advisor

Bokamoso Asset Management

Rooted in Africa, guided by global insight — Bokamoso provides strategic investment services to individuals, institutions, and partners seeking lasting value and sustainable impact.

Offices

  • Johannesburg, South Africa (HQ)
  • Cape Town, South Africa
  • Port Louis, Mauritius
  • Regional Presence: Nairobi, Gaborone, Lagos

Contact

Email: [email protected]
Phone: +27 (0)10 555 1234
Hours: Mon–Fri, 08:30–17:00

“At Bokamoso, we don’t just manage money — we cultivate vision, discipline, and integrity in everything we do. Together, we build futures.”

Sibusiso Mthembu, Chief Executive Officer

Disclaimer: The content on this site is provided for informational purposes only and does not constitute financial, legal, or investment advice. Any references to performance or outcomes are illustrative and not guaranteed. Always consult a licensed financial professional before making investment decisions. Bokamoso Asset Management disclaims liability for any direct or indirect loss arising from reliance on the content herein.

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