Family Wealth Solutions

Comprehensive Wealth Creation & Protection

At Gradidge Mahura Investments, we partner with you to build, protect and pass on your wealth across generations. As an FPI Approved Professional Practice, we bring disciplined, inclusive planning to real-life complexity. Our diverse, multilingual team takes time to understand the whole picture—your responsibilities, values and goals and crafts tailored strategies to grow your wealth, safeguard it, and transition it confidently to the next generation.

Investment Management

Grow and preserve capital through diversified, research-driven portfolios.

  • Unit Trusts (local and international)

  • Discretionary Share Portfolios

  • B-BBEE Public Shares and Private Equity

  • Tax-Free Savings Accounts

  • Guaranteed Equity Notes and Alternative Investments (Hedge Funds, Private Equity)

  • Cash and Deposit Solutions

Our wealth managers combine global investment processes with local market expertise, ensuring your portfolio aligns with your family’s timeline and risk profile.

Start Investing Today

Retirement Planning

Secure income streams for retirement while maximising tax efficiency.

  • Retirement Annuities

  • Pension and Provident Preservation Funds

  • Living Annuities

  • Guaranteed Life Annuities

We help you select the right retirement vehicles, anticipating lifestyle needs so you can enjoy your later years with confidence.

Start Planning Today

Estate Planning

Structure your estate to minimise tax liabilities and facilitate smooth wealth transfer.

  • Will Drafting and  Deceased Estate Administration

  • Trust Deed Drafting, Registration and Administration

  • Liquidity Analysis and Succession Planning

We work closely with legal partners to craft cost-effective, tax efficient structures that honour your family’s wishes.

Start Planning Today

Trust Administration

Ensure your trusts are managed transparently and in alignment with your legacy objectives.

  • Professional Trustee Services

  • Ongoing Trust Administration and Reporting

  • Fiduciary Oversight and Compliance

Our professional trustees maintain rigorous governance standards, safeguarding your family’s interests for generations.

Start Planning Today

Tax Planning

Optimise tax outcomes through proactive planning and compliance. By integrating tax considerations early in your wealth plan, we help retain more of your earnings.

  • Annual Tax Assessments and Submissions

  • Structuring Advice (e.g., donations, trusts)

  • Capital Gains and Transfer Duty Optimisation

Start Planning Today

Risk Planning and Short-term insurance

Life is full of uncertainties, but protecting your loved ones doesn’t have to be one of them. Our tailored risk management solutions provide security, stability, and peace of mind when it matters most.

  • Life Insurance​

  • Disability Cover​

  • Severe Illness Cover​

  • Income Protection​

  • Household Insurance

  • Motor Vehicle Insurance

  • All Risk and Specialised Insurance

  • Medical Aid

Start Planning Today

The journey we walk with you.

1

Understanding your family’s Legacy

We start with a trusted conversation introducing our expertise, explaining our services, and setting the foundation for a lifelong partnership.

2

Mapping your Wealth Story

Your family’s financial goals and aspirations drive our approach. We gather insights into your balance sheet, lifestyle, and future ambitions.

3

Expert Insights & Tailored Strategies

We conduct a deep dive into your financial standing, analysing investment opportunities, retirement planning, and risk areas to craft a strategy that aligns with your family's unique journey.

4

Your family wealth plan

A personalised roadmap designed around your family’s needs—balancing financial security, wealth growth, and legacy planning. This is a collaborative process where were fine and shape your future together.

5

From plan to progress

With a clear strategy in place, we walk alongside you to implement and manage the steps that secure your family’s wealth for generations to come.

6

Evolving with you

Life changes and so should your financial plan. Regular strategic reviews ensure that we adapt to new opportunities, challenges, and family milestones.

<
>

Disclaimer

  • Gradidge Mahura Investments (Pty) Ltd. FSP No. 36327 is an Authorised Financial Services Provider

  • Gradidge Mahura Asset Protection (Pty) Ltd. FSP No. 48616 is an Authorised Financial Services Provider 

  • Gradidge Mahura Asset Management (Pty) Ltd. FSP No. 50549 an Authorised Financial Services Provider

  • Gradidge Mahura Fiduciary Services (Pty) Ltd – Registration number 2018 / 233726 / 07

  • Gradidge Mahura Accounting and Tax Services (Pty) Ltd - Registration number 2018 / 221325 / 07