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OFFSHORE INVESTMENTS

PERSONAL WEALTH MANAGEMENT

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Expert Advice for Your Finances and Business Protection

Personal Wealth Management & Business Cover Specialists

Offshore Wealth provides expert advice to residents of Cape Town and its surrounding areas.

The skilled team at Offshore Wealth provides customised solutions to meet the unique requirements of our clients, regardless of their financial circumstances. Our specialisation lies in developing thorough personal wealth management strategies that are precisely tailored to each client, offering a protective shield for their finances and supporting their prosperity.


At Offshore Wealth, we foster strong partnerships with our clients, whom we regard as "Partners." We prioritise their input from the beginning to secure their desired lifestyle.

a happy woman client of offshore wealth in a green shirt smiles for the camera

Investing in offshore companies can effectively diversify a person’s portfolio by providing access to various economic regions.

People who have been unable to work for an extended period due to poor health can take advantage of this type of insurance.

Insurance companies provide this form of investment that serves as a reliable source of personal income during retirement and has a long-term duration.

Every successful business encounters a range of risks that can be mitigated with the support of Business Insurance.

OFFSHORE INVESTMENT

Glacier, a subsidiary of the well-respected Sanlam Ltd, partners with esteemed commercial finance firms to provide top-tier expertise in managing investments. With a strong presence in the South African investment sector, Glacier helps clients achieve their financial goals at every stage of life, whether it's accumulating wealth or creating a secure financial future.

  • Global Life Plan

    Sanlam Life Insurance’s Bermuda branch offers The Glacier International Global Life Plan. They provide their clients with different ways to invest freely in a plethora of combined global investment funds. This includes all types of financial assets and even stocks.

  • Sustainable World Enhancer

    Sanlam Life’s The Glacier Sustainable World Enhancer helps clients through a policy to set aside funds to pay off their debts. This five-year tax-saving investment plan relates to the performance of international companies. This plan is also known to play an important role in the advancement of the United Nations. Through this plan, an investor takes advantage of an international company’s portfolio while preserving their funds.

INCOME PROTECTION

This is the most personal space in your home. The room where you conclude your day and begin it deserves to be a reflection of your inner self.

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PLANNING FOR YOUR RETIREMENT

The family space, the communal area, the place where all elements converge. Craft a living room that mirrors your life and your unique way of living it.

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Business Insurance

All types of businesses inherently involve risks. While establishing and growing a business through hard work and skill is an achievement, many business owners struggle to manage numerous responsibilities simultaneously.

  • Surety Cover

    Shield your household from the grip of business debt. Having Surety cover allows a business owner to draw out insurance in case of any disability.

  • Buy and Sell Cover

    You can guard your allocated shares in the business with the Buy and Sell cover.  It enables existing business partners to buy interest of non-existing co-owners with cash.

  • Key Person Insurance

    You can defend your line of work even if you lose business owner. Key Person Insurance covers your business even in case of unfortunate events like death of the business owner. 

“Today people who hold cash equivalents feel comfortable. They shouldn’t.

They have opted for a terrible long-term asset, one that pays virtually nothing and is certain to depreciate in value.”

WARREN BUFFETT