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 * HOME
 * WHO WE ARE
 * WHAT WE DO
 * CONTACT US

 * HOME
 * WHO WE ARE
 * WHAT WE DO
 * CONTACT US



 * HOME
 * WHO WE ARE
 * WHAT WE DO
 * CONTACT US



Our Solutions are _UNCOMPLICATED BKA Wealth – A Graviton Partner, Member of the
Sanlam Group is an independent wealth consultancy providing unbiased trusted and
transparent financial advice, investment solutions and wealth management
services. Our Solutions are WHAT WE DO LEARN MORE
Homeadmin2024-09-08T20:04:40+00:00


WHY US?


 IT’S ABOUT YOU.



PROVEN PERFORMANCE



We build robust portfolios and manage them actively to deliver on our clients’
objectives. Our local and global equity and multi-asset portfolios have a strong
record of outperformance over the long term.

INDEPENDENCE



We pride ourselves in our unwavering objectivity and integrity that comes with
our fiercely guarded independence. Being independent from the influence of
product providers is a great responsibility, and remains a non-negotiable core
foundation of our business.

MORE THAN INVESTMENTS



Think: everything financial planning! In addition to investments, our holistic
offering includes a comprehensive range of specialised services, including
wealth management, medical aid and gap cover advice, long term and short term
insurance, fiduciary and tax, trading and stockbroking.

GLOBAL CAPABILITIES



Earth is now officially very small.. BKA Wealth has a national presence and our
consultation capabilities and expertise are not restricted by the South African
borders. We have a client presence in Canada, USA, UK, Middle East, Australasia,
Mauritius and certain parts of Europe.

EVIDENCE OF EXPERTISE



Our team of highly skilled specialists offers a robust combination of experience
and youth to ensure we’re able to consistently deliver the long-term results our
clients expect.

IT GETS PERSONAL



You have direct access to the professionals who manage your affairs and
portfolio instead of having to deal with a private banker, relationship manager
or call centre. You can choose the extent to which you wish to participate in
the day-to-day management of your affairs.

EXTENSION OF YOUR BUSINESS



We become an active partner in your business by providing and managing group
solutions for employees to fulfil a meaningful life during their tenure of
employment as well as retirement. In Partnership with the Financial Planning
Institute of Southern Africa, we provide financial literacy services to employer
groups. We also provide consultation, implementation and management of employer
based pension and provident fund benefits, group risk benefits, group health
cover benefits and we are invested in ongoing research of better, more efficient
employee benefit solutions.

ARE YOU:



an Individual,

a Corporate / Business,

or need a Bespoke Solution?


Read more about what we do


MARKET INDICATORS





MARKET INDICATORS




Terms & Conditions • Treating Customers Fairly • Conflict of Interest Policy •
Complaints Resolution Policy • PAIA Manual

Beyers Kotze & Associates (Pty)Ltd t/a BKA Wealth is an authorised Financial
Services Provider, FSP 44765, in terms of the Financial Services Conduct
Authority

Copyright 2024 Beyers Kotze & Associates (Pty) Ltd t/a BKA Wealth | All Rights
Reserved

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WHAT WE DO




WEALTH MANAGEMENT


FINANCIAL PLANNING


FINANCIAL MODELLING


TAX PLANNING


RETIREMENT ADVICE


CORPORATE BENEFIT CONSULTING


BESPOKE SERVICES


INSURANCE (LONG-AND SHORT TERM)


MEDICAL AID ADVICE


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