Comprehensive Financial Planning
MHR Wealth Management offers a comprehensive Financial Planning Service you can trust
MHR Wealth Management has been offering financial planning services to individuals, families and small businesses in the greater Cape Town and Helderberg areas for more than 30 years
Our pledge to you - we promise to render financial services honestly and fairly, with due skill, care and diligence, in the best interests of our clients and integrity of the financial services industry
Life Centered Financial Planning
We believe that your goals, dreams and aspirations should be at the heart of your financial plan
It's not about the numbers - it's about YOU
Investment Planning
We partner with top industry researchers and risk profilers to design portfolios and strategies that cater for pre-retirement and post-retirement investment planning
Short Term Insurance
Personal Lines insurance plans to protect your home and cars and other valuable assets
Commercial Lines insurance to protect your company's assets and provide an insurance risk assessment
We are Independent
MHR Wealth Management is totally independent. We are not controlled by or affiliated with any of the product providers we represent.
We are not governed by sales targets or cash and non-cash incentives to promote products or suppliers
We will always recommend solutions that are in your best interests and that best suit your goals and needs
What Our Clients Say About Us
MHR Wealth Management have been providing insurance cover for us for many years, during which time we have always received excellent, efficient service with cost effective solutions for all our insurance needs.
It is reassuring to have competent professionals providing a very personalised service
Colin & Caroline Sturgeon
What Our Clients Say About Us
MHR Wealth Management have given me excellent service since I started using their services
I find their pricing to be very fair and great value for money
The service has always been outstanding when it comes to advice and in the case of support such as handling claims
Terry Munro - Managing Director - Beachcomber Tours
What Our Clients Say About Us
Mike and Lesley have attended to our personal as well as corporate insurance needs for nearly twenty five years. They are super efficient, friendly and have always maintained high integrity levels
Without any reservations they are highly recommended
Steve Barnard
