Schalk Grobler EFA

Some exciting news, income tax has been adjusted for inflation and you can save more tax free! 💸💸💸

Why is the price of Gold going up?

Elon Musk just set a new global record for personal net worth.

What often gets lost in the headlines is this: he’s South African.

Born and raised here. Educated here. Then he went out and built companies that reshaped space, energy, AI, and global infrastructure.

Whether you admire him or challenge him, the scale of what he’s built matters. It proves something important. World-class ambition doesn’t belong to Silicon Valley alone. It can start at the southern tip of Africa.

As a South African, that hits home for me. It’s a reminder that our background doesn’t limit our impact. Vision does. Courage does. The willingness to think bigger than what feels safe does.

We don’t need permission to play on the world stage. We just need to stop thinking small.

🇿🇦

If you want to be rich, do what the rich do...

Here's an overview of investment options available to Retail Clients in South Africa.

For nearly a decade, I’ve worked alongside international industry leaders across
multiple sectors, gaining insight into how sophisticated wealth is built, protected,
and transferred across generations.

Wealth isn’t simply about accumulation. It’s about alignment. I advise High-Net-Worth
individuals, Retail & Corporate clients, as well as Institutions on structuring wealth with
clarity and purpose, ensuring that money serves not just immediate goals but long-term
legacy.

I assist with:

• R1M+ Dollar and Rand-denominated lump sum investments
• Long-term growth and cross-border wealth strategies
• Retirement Annuities, Pension & Provident Fund preservation
• Life Cover, Critical Illness, Disability, and Income Protection
• Employee Benefits (Risk, Pension Funds, and Medical Aid)
• Short-Term Insurance – Personal and Commercial Lines
• Business Assurance (Buy & Sell agreements, Key Person, Business Expenses)
• Will Administration & Estate Planning

My approach is simple: clear thinking, grounded advice, no pressure. Just smart strategies that make sense and hold up when life doesn’t go according to plan.

If your wealth doesn’t feel aligned with who you are and what you value, we should talk.