Financial Planning Services For Every Stage of Life

As personal financial planners, Alex Wardle and Associates offer a comprehensive range of services, tailored to every stage of your life, protecting and/or your family financially from cradle to grave. We believe that when you make the decision to partner with us, you are mandating us to look for the best-of-breed product providers who deliver on what they say they will do. From investment portfolio management, retirement planning and estate planning to wealth accumulation & preservation, risk planning, business assurance and short-term insurance, we can cater to every one of your financial needs.  

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Our services

Investment Portfolio Management:

We oversee various investments and decide which of them will meet the short or long-term goals of our clients as well as their acceptable levels of risk. 

  • Local and Offshore Unit Trusts 

Retirement Planning

We can find the most appropriate retirement products and packages for your unique needs, securing you a comfortable retirement. 

  • Retirement Annuities 
  • Pension and Provident Funds 
  • Section 14 Transfers – Cost Comparisons 
  • Investments related to Retirement Planning 
  • Investment Linked Living Annuities 
  • Guaranteed Life Annuities 

Estate Planning

Our personal financial planners can help you develop a comprehensive estate plan to provide for your loved ones in the event of your death. 

  • Tax Planning 
  • Wills 

Risk Planning

We assist with finding suitable cover for your most important risks. 

  • Medical Aid and Gap Cover 
  • Life Cover (Income and Lump Sum) 
  • Disability Cover (Temporary and Permanent) 
  • Dread Disease / Severe Illness Cover 
  • Income Protection (Temporary and Permanent) 

Wealth Accumulation & Preservation:

We provide wealth management services, looking after your financial interests so that your financial interests can look after you. 

  • Discretionary Investments 
  • Pre-Retirement Investments 
  • Post-Retirement Investments 

Business Assurance:

We can help you protect your business with a number of financial solutions. 

  • Keyman Insurance 
  • Buy and Sell Agreements 
  • Contingent Liability Cover 

Short-Term Insurance

In the context of unforeseeable short-term risks, we can assist with selecting the most appropriate short-term cover. 

  • Personal Cover (Motor & Household) 
  • Business/Commercial Cover 

Our Partners

Our Product Providers

Our personal financial planners work with the following service providers to bring you the best possible financial products for your unique needs.