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Matthew Norris, CFP®

Wealth Manager

Honours in Financial Analysis & Portfolio Management


+27 84 258 2333



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Johannesburg, South Africa

Years in the financial industry


I firmly believe that in every environment, one is measured by the value they add. My passion for the financial services industry, combined with my experience allow me to add unprecedented value to peoples lives, whether it be in the form of sound, unbiased financial advice or the structuring of a financial plan. I like to stay in tune with financial markets so that my clients do not have to.

What I love most about my job

Interacting with, and delivering a world class wealth management experience to my clients that exceeds performance, as well as service expectations. 

Specialist areas of expertise, both locally & offshore

Investment management

Pre-and Post-Retirement Planning

Corporate treasury solutions

Risk & estate duty planning

Portfolio construction

Meet with us

If you’d like to set up an introductory meeting, please get in touch with us.