Keystone Wealth is the result of a merger of two businesses, owned by two like minded individuals, Marius Croucamp and Johan Drotschie. The reason for this merger was to ensure effective succession planning for the partners and service continuity to our clients.

Keystone: a wedge-shaped stone at the highest point of an arch that locks the other stones in place.

The company was named Keystone Wealth because we believe that a Lifestyle Financial Plan is the keystone holding all the wealth elements in place which will ensure that you are able to enjoy your lifestyle without having to be worried about retirement.

At Keystone Wealth, we will maintain our focus on building long-term relationships with you, understanding your requirements and providing tailor-made solutions for you and your family. We will continue to keep in regular contact with you and undertake frequent reviews of your portfolio guided by impartiality and objectivity.

 

Our clients share in the vision that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow.  They are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves.  Our clients usually have no desire to manage their affairs on a daily basis, want to simplify their lives, and are willing to enter into a long-term relationship with a professional advisor. Our clients are the backbone of our business and we pride ourselves on delivering the best, unbiased, professional advice possible.