Beyond Wealth
We can customise your investment portfolio to support your financial goals, while you enjoy financial freedom
More time to pursue your passions
Less stress about managing your wealth
More flexibility with personalised investments
Take the DIY Out of Investing and Level Up Your Capital Growth.
Global Investments
We offer a unique opportunity to invest in international closed-end investment companies listed on the London Stock Exchange, a strategy favoured by professionals for their own investments.
Local Investments
We have constructed the best-of-breed local investment solutions. Although the investments are based in South Africa, there is the opportunity to achieve offshore investment exposure.
Retirement Planning
As leaders in local and offshore retirement planning, we can provide the optimal products and services, to suit your goals and ability to take risks. We take the stress out of retirement saving.
Estate Planning and Administration
We offer distinctive local and offshore solutions to benefit your beneficiaries. When looking at Estate administration, we facilitate via our partnerships the drafting of Wills, and formation of, and management of trusts.
Taxation and Foreign Exchange
Our partnership with trusted professional tax practitioners enables you to obtain the additional tax services you require. Through selected service providers we also offer clients foreign exchange accounts to facilitate the transfer of funds abroad from South Africa.
Risk Products
Managing one’s personal financial risks is key to preserving wealth. This entails being covered for those unfortunate life-changing events. We offer the coverage you need including, life insurance, disability insurance, and business key person and buy and sell insurance.
We invite you to connect with our experienced Wealth Managers to advise you on which investment strategy can be the right fit for you. All you need to do is complete a form in any of the links below and we will contact you.
Just as you take great care in your business, career and life to be exceptional – our experienced wealth managers are devoted to ensure your investments are perfectly suited to your needs.
Overberg manages clients’ wealth with integrity and care. We believe in building long-lasting relationships.
Each week our team shares the latest insights into the markets, indexes and global events, and how they affect your investments. To receive this valuable information directly to your mailbox, simply fill out the form below:
