Wealth Management - Centillion Wealth Advisory

Protecting Your Wealth:

At Centillion Wealth Advisory, safeguarding your wealth is at the heart of what we do. Here's how we ensure your financial security through our range of services:

Estate Planning

We specialize in creating comprehensive estate plans that preserve and transfer your assets according to your wishes. Whether it's passing down your wealth to the next generation or supporting charitable causes, our expert guidance ensures your legacy endures.

Managing Risk

Life is unpredictable, and that's where we step in. We help you navigate the complex world of insurance, identifying the right coverage to shield your wealth and loved ones from unforeseen events. With our guidance, you can have peace of mind knowing you're financially protected.

Health Insurance and Medical Aid*

Your health is priceless, and we understand the impact it has on your financial well-being. We partner with health planning service providers to help you prepare for medical expenses, ensuring your wealth remains intact even in the face of unexpected healthcare costs.

Short-Term Insurance*

Sometimes, it's the little things that can derail your financial plans. We partner with short term brokerages to offer you short-term insurance solutions that act as a safety net for life's minor emergencies, allowing you to stay on course toward your long-term financial goals.

With Centillion Wealth Advisory, you're not just securing your wealth; you're fortifying your financial future, protecting against life's uncertainties, and preserving your legacy for generations to come. Your peace of mind is our priority.

* A service provided by referral to independent service providers we have contracted to assist our clients

Help you create wealth:

We are dedicated to helping you grow your wealth and achieve your financial dreams. Here's how our services empower you to create lasting prosperity

Retirement Planning

We craft personalized retirement plans tailored to your unique goals and aspirations. Our CERTIFIED FINANCIAL PLANNERS ® ensure that you're on the right path to retire comfortably, providing peace of mind for your golden years.

Investment Management

Our team of skilled professionals carefully manages your investments, strategically balancing risk and reward. We aim to optimize your portfolio's performance, helping your wealth grow steadily over time.

Investing Towards a Goal

Whether it's purchasing a home, funding your child's education, or taking that dream vacation, we help you map out a clear investment strategy to reach your specific goals. Your aspirations become attainable with our guidance.

Family Business and Corporate Services

With Centillion Wealth's corporate services, you gain a strategic partner dedicated to the financial health and success of your business. We're here to help you navigate financial challenges and capitalize on opportunities, so you can focus on what you do best – running your company. Your business's prosperity is our mission.

Business Succession Planning

Our Business Succession Planning service is designed to help business owners navigate the complexities of transitioning their business or shareholding to the next generation or new ownership. We work closely with you to develop a comprehensive plan that ensures the smooth transfer of ownership while preserving the legacy and integrity of your business. From identifying and grooming successors to implementing tax-efficient strategies, we provide expert guidance to safeguard your business's continuity and long-term success. With our personalized approach, we strive to alleviate your concerns and facilitate a seamless transition for the future prosperity of your enterprise

Employee Benefits

Our employee benefit services include retirement funds, group insurance solutions and assistance programmes for your employees. We create retirement solutions that not only attract top talent but also ensure your employees can look forward to a secure financial future. We combine these with comprehensive group risk schemes and assistance programmes to safeguard your employees and their families against life's uncertainties. Our plans offer peace of mind, knowing that your team is protected in times of need

Employee Financial Wellness Workshops

A financially stable workforce is a more engaged and productive one. Our financial wellness workshops empower your employees with the knowledge and tools to make informed financial decisions, reducing financial stress and increasing overall well-being.

Cash Management

We help you optimize your business's cash flow, ensuring that your funds are working efficiently and effectively. Our expert guidance ensures that your liquidity is managed strategically

Short Term Insurance*

Comprehensive coverage tailored to protect your business against unexpected risks and disruptions is crucial. Whether it's property damage, liability claims, or unforeseen events impacting your operations, customized insurance solutions are necessary to safeguard your business and mitigate financial losses.

* A service provided by referral to independent service providers we have contracted to assist our clients

Retirement Fund Solutions

Our service are crafted specifically to improve the outcomes for retirement fund members, by equipping them with the knowledge and information to make informed decisions.

Benefit Counselling

Our dedicated team collaborates closely with retirement funds to ensure that members have a clear understanding of the benefit options available to them. We go beyond simply presenting information; we actively engage with members at key points in their careers and life to empower them to make informed decisions that resonate with their unique financial objectives. By offering timely guidance and expertise, we help members navigate the options of their retirement benefits, enabling them to optimise their choices for a secure financial future. Additionally, our collaborative approach with the fund’s management and administrators ensures alignment with regulatory requirements while prioritising the well-being and satisfaction of the fund’s members.

Member Advice Solutions

Our objective is to improve member outcomes by delivering comprehensive advice and support throughout their tenure in the fund. From offering timely guidance to members upon joining the fund to aiding in informed decisions regarding transitioning out, we ensure members receive the assistance they require at every stage. By providing access to professional advice, we enable retirement fund boards to fulfil their fiduciary responsibility and stewardship, providing members with the essential resources needed to make confident and informed financial choices.

Retirement Planning

Investment Management:

Investing Towards a Goal:

With Centillion Wealth Advisory, you're not just planners, we’re a partner in your financial journey. We provide the expertise, tools, and support you need to create and preserve wealth, turning your financial dreams into reality. Your prosperity is our mission.

Meet the amazing team behind Startply X

Join our team

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Palesa Dube, CFP®

Director and Wealth Manager

Palesa is a CERTIFIED FINANCIAL PLANNER®

Nokuphiwa Jordan

Practice Manager

A dynamic professional well-versed in diverse industries including power generation

Debra Motsoane

Wealth Manager Assistance

A vital part of our team, bringing a unique blend of academic excellence and commitment.

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