ADVISOR PROFILE
ADVISOR PROFILE
Advisor Profile
Mobile
+27 82 771 6685
Email
laura@alphawealth.co.za
Linkedin
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Location
Johannesburg, South Africa
Corporate
Treasury Management
Pre- & Post-
Retirement Planning
Traditional & Alternative
Investment Management
Estate &
Legacy Planning
Business
Assurance Planning
When needed, I connect my clients to various internal specialists within AlphaWealth as well as within external professional partners, locally and abroad, that I have worked with over many years. These areas include:
Tax
Legal, Fiduciary, and Estate Administration
Specialist Lending
Private Equity
Global Citizenship
I have been in the financial services industry for the past 5 years. I started my career at AlphaWealth in the wealth division, and shortly after joining moved across to the Family Office. My personal driver is helping our families achieve their financial goals and position their portfolios to preserve and grow their generational wealth. I find taking our clients through the different life cycles, from creating family wealth, saving toward retirement to estate and succession planning incredibly rewarding. Giving clients a clear plan and vision alleviates anxiety about the unknown and lets them focus on their passions.
If you’d like to set up an introductory meeting, please get in touch with us.
+27 11 707 1340
+27 11 706 9711
Alpha House,
Ballywoods Office Park,
33 Ballyclare Drive,
Bryanston
+27 21 683 1354
+27 21 683 1396
25 Protea Road, 2nd Floor,
The Terraces,
Claremont,
7708
+27 31 835 0400
+27 31 566 1310
Umhlanga Arch,
1 Ncondo Place,
Umhlanga Ridge,
4320
+230 404 8015
4th Floor, Ebene Skies,
Rue de l’Institut,
Ebene,
80817,
Mauritius