The Kevlar Advantage
Award Winning Family Office
Wealth Management
Why Choose an Independent Partner?
Kevlar Wealth is not owned by any bank, insurer, or asset manager. This independence gives you a clear advantage and ensures that every decision supports your goals.
You gain access to the full market, from boutique funds to top tier institutional products, allowing strategies to be built around your objectives rather than corporate sales requirements.
Kevlar Wealth sits on the same side of the table as you, providing fiduciary advice that is transparent, disciplined, and focused on achieving long term results for you.
Our Core Focus
As South African financial planning specialists, we simplify complexity across four pillars. Wealth Creation, Risk Protection, Retirement Security, and Estate Planning.
Our Trusted Partners
At Kevlar Wealth, independence means choice.
We work with some of South Africa’s most respected investment and insurance providers to create solutions that are objective, transparent, and tailored to your goals.
Comprehensive Wealth Management Services
Independent, transparent solutions built to secure your financial future.
1. Discretionary Investment Planning
Moving Beyond Money Market Returns.
We build and manage personalised investment portfolios designed to consistently beat inflation and tax over the long term. Using the country's leading platforms (like Allan Gray) and the best-of-breed unit trusts, we construct globally diversified strategies tailored to your unique time horizon and liquidity needs. Our goal is disciplined, compounding wealth growth.
2. Retirement Planning & Income Strategy
Your Next Chapter, Securely Funded.
We help you transition from the accumulation phase to the income phase with confidence. This includes optimizing your pension, provident, and retirement annuity funds (RA), structuring living annuities, and calculating sustainable withdrawal rates to ensure your capital lasts throughout your retirement.
3. Risk Protection & Assurance
The Safety Net for Your Success.
Financial planning is incomplete without protecting the most valuable asset: your income. We assess your unique exposure to risk (death, disability, and severe illness) and structure cost-effective assurance solutions. Our goal is to ensure that a sudden, unforeseen event does not derail your financial future or threaten your family's lifestyle.
4. Estate Planning & Legacy
Protecting What You’ve Built.
Ensure your wishes are legally protected and efficiently executed. We help structure your assets to minimise estate duty, maximise inheritances, and ensure a smooth transfer of wealth to your beneficiaries. This involves detailed planning around wills, trusts, and business succession to preserve your legacy.
Award-Winning Innovation: Recognised Among South Africa’s Best Financial Advisors
At the 2025 INN8 Invest Diamond Awards, Kevlar Wealth’s Managing Director, Nic Stanissis, was recognised for innovation in financial advice, reflecting the excellence that places Kevlar Wealth among South Africa’s best financial advisors.