Grow your capital in global markets.

Call us about investing offshore.

Be prepared for the unplanned events in life!

See how life cover can cushion you and your family in the event of disability or death.

Want to know HOW to reach your financial goals?

Our independent financial planners provide advice, motivation and much more.

COVID-19 LOCKDOWN

Plexus Wealth remains open during the lockdown, albeit on a remote basis. We are fortunate that we can run all aspects of your needs from home offices, that can access our central systems. We are working tirelessly, 24/7, to manage what risks we can, and to critically evaluate news-flow to arrive at a logical and calm framework on which to base decisions. Thank you for your continued support over this period.

WELCOME TO PLEXUS WEALTH!

Whether you want to grow your wealth, enjoy a secure retirement or cover yourself against life’s risks, we’ll help you to achieve your financial goals and dreams. We provide independent financial advice and access to solutions from respected insurance and investment providers, as well as our own range of funds.

WHAT IS YOUR FINANCIAL GOAL?

GROW YOUR WEALTH

Plant a seed today and reap the harvest tomorrow! From local to global investments, we guide your choices…

PLAN FOR RETIREMENT

We advise how best to save for your golden years, so you can enjoy a financially comfortable retirement…

MANAGE FINANCIAL RISK

Life is uncertain, but with the right cover to manage risk, you have peace of mind, knowing you are financially prepared…

SECURE INCOME AT RETIREMENT

You’ve worked for many years and need advice to convert your pension savings into a retirement income…

DRAW UP A WILL

When you have assets, it’s wise to have a will. We’ll help draft your will so your last wishes can be fulfilled…

SOLUTIONS FOR EMPLOYEES

Your employees will benefit with our cost-effective solutions to save for retirement. It’s easy to implement and manage…

THE PLEXUS WEALTH FUNDS

Plexus Wealth BCI Conservative Fund

This cautiously managed portfolio looks to provide high income & stable real capital growth.

Plexus Wealth BCI Balanced Fund

This fund seeks to obtain long-term capital growth with some income at moderate risk levels.

Plexus Wealth BCI Property Fund

A real estate portfolio that aims to provide high income & long term capital appreciation.

Plexus Wealth BCI Flexible Property Income Fund

This fund aims to provide high income from mainly listed property securities & high yielding securities.

ABOUT US

OPINION

Read the latest issue of Wealth Watch for insight into key issues.

WHY CHOOSE US?

See why we are the financial planners of choice to our clients.

OUR ADVICE PROCESS

These are the steps we follow to create unique financial plans.

In terms of the Financial Advisory and Intermediary Services Act, 2002 (Act No. 37 of 2002) (FAIS):
Plexus Wealth (Pty) Ltd (Plexus Wealth KZN) is an authorised discretionary financial services provider (FSP licence #25949).

CONTACT US

 Durban
T: +27 (0)31 940 0470

Cape Town
T: +27 (0)21 200 0409

Johannesburg
T: +27 (0)10 595 3889

Click here to email us

Want a financial planner to meet with you? Contact us online.