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| About Keystone Wealth |
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Keystone Wealth is a financial strategist, retirement planning and wealth management company. Our aim is to provide objective and professional advisory services to select high net worth individuals and corporate clients, particularly with regard to financial planning and corporate benefit requirements. This enables us to tailor solutions, identify overlooked opportunities and highlight possible shortfalls ranging from structuring investments to securing retirement.
The core service that we offer is integrated wealth management and we “walk the journey” with our clients. Our clients’ role in the partnership is to “set the destination”, that is, define the financial goals and objectives. Our role is to define the course and steer a safe passage, to allow our clients to achieve their desired lifestyle. Finally it is the role of the portfolio managers to construct the vehicles to allow our clients to achieve their goals, reliably over time.
Information about the Directors
• Marius Croucamp BCompt; CFP®; APGDFP (Portfolio Mgt)
Marius started his working career at Deloitte & Touche in the Entrepreneurial Division. He then moved to Stephens Melrose Chartered Accountants and Auditors where he managed the consulting division. He left this firm to start his own business in 1999, as an independent financial advisor to high net worth individuals and corporate clients.
• Johan Drotschie BCom (Hons); CFP®; Cert. in Adv. Trust Law
Johan joined the Life Assurance Industry in 1960. After training and being exposed to administrative and technical duties became a Pensions Consultant and later an Individual Financial Consultant. He was a founder member of Sanlam’s Financial Advisory Services. He retired from Sanlam during 1999 and started his own financial planning and consultancy business.
Keystone Wealth’s Mission
• We are committed to creating wealth for clients which will exceed their long term goals through well researched investment advice, effective implementation and monitoring thereof. • Building and maintaining life long relationships
Keystone Wealth’s Core Values
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