Candid Wealth Advisory Services is your trusted partner in financial planning. With CFP®-accredited advisors, we’re here to build long-term relationships while guiding you every step of the way on your financial journey.
Our Approach
We believe in holistic financial planning — offering independent financial advice that gives you a complete view of your financial position. Our approach is built on open, honest conversations, particularly when it comes to family and cross-generational planning.
We provide personalised solutions through many of the leading service providers, with expertise in Risk and Investment Planning for individuals and businesses. Our strong Short-Term Insurance division ensures your personal and business assets are well protected.
Our partnership with GrowthHouse (Pty) Ltd brings additional depth and experience to our practice, supported by a dedicated and highly skilled team.
Our Offerings
Our team offers personalised financial planning services to help you navigate complex financial decisions and achieve long-term security and prosperity. We’ll recommend a tailored plan, implement it, and revise it as your life and circumstances evolve.
Risk Planning
We help you gain clarity and confidence about your financial future. Risk insurance protects against life’s unexpected events, including loss of income, death, disability, or a severe illness.
Our unique Personal Life Plan allows us to understand your needs and structure a custom policy that suits you.
Medical Aid & Gap Cover
Health is your greatest asset. We partner with a wide range of providers to offer tailored medical aid and gap cover solutions that suit your budget, lifestyle, and health priorities.
Our goal is to provide you and your family with the security you need when it matters most.
Employee Benefits
Protecting your employees strengthens your business and builds trust.
We help design employee benefit structures that not only enhance staff well-being but also support productivity and loyalty, ensuring peace of mind for both employer and employee.
Investment & Retirement Planning
We help you understand your financial position, plan with confidence, and build a strategy that supports long-term security.
With access to diverse local and offshore investments, we guide you in making informed decisions that align with your goals, risk profile, and the legacy you want to create.
Estate Planning
Estate planning ensures your loved ones are cared for and your wishes are honoured.
We assist in creating a structured plan that provides financial security, liquidity, and peace of mind, helping you leave a lasting legacy for your family.
Short-Term Insurance
Personal and Commercial.
You’ve worked hard to build your assets, let’s make sure they’re properly protected.
From vehicles and homes to business property and equipment, we provide tailored short-term insurance solutions to safeguard what matters most to you.
ABOUT US
Behind every great financial plan is a trusted partnership. At Candid Wealth Advisory Services, we take the time to truly understand your goals, your values, and your story.
Our advisors combine expertise with empathy to help you make informed decisions that support both your financial security and quality of life.
Ready to Get Started?
If you're ready to kickstart your financial journey then click the button below to fill in our questionnaire!
Have Questions?
Do you need a bit more information?
Fill out the form below and we'll set up a call with you!