Skip to content

The key to your wealth management

golden key

Our Philosophy

We see financial planning in a different light. By following a holistic approach, we are able to provide you with all the keys to successful Wealth Management. The 6 step financial planning process is the cornerstone of our advice, and together with a client centric view we provide the best possible solutions to our clients.

Asset Management And Investments

Speak to a Wealth Manager today!

Simply phone us on +27 21 914 1047 or send us
a message via email:

Asset Management And Investments

Asset Management & Investments It is of utmost importance that clients understand the various elements that determine ...
Read More

Risk Planning

Risk Planning The analysis of a client’s financial position involves the implementation of certain solutions to ensure ...
Read More

Tax and Financial Management

Tax and Financial Management An important consideration in the process of Financial Planning and Advice is the ...
Read More

Estate Planning And Trusts

Estate Planning And Trusts At SchonbergTrust, we view an in-depth estate plan as the backbone of successful ...
Read More

Retirement Planning

Retirement Planning Retirement planning is often seen as something that will be attended to somewhere far in ...
Read More

Offshore Offering

Offshore Offering As part of our strategic offerings to our clients with off-shore interests, we have partnered ...
Read More
Scroll To Top