KLU Wealth is passionate about building a new wave of South African wealthy individuals.

This can only happen when we start to have the right discussions about our finances and wealth.We have the right skills,partners and expertise to get you there and keep you there.

This best describes our offering to you:

 

Quality Advice

We provide quality work to simplify complex financial structures. Our plans provide you with detailed blueprint on how to achieve your personal goals. With emphasise on risk, cost and tax-efficient structures. We have flexible client mandates that allow you to pay for advice only plans or opt in for long term client and implementation mandates.

Independence

Being an independently managed practice allows us to make the best decisions taking only our clients best interests’ into account. We proudly associate ourselves with experts in the industry to ensure best practice, products, service and cost-effective solutions for our clients.

Relationships

We value the relationships of our clients and serve them with the outmost pride. We take time to understand their goals, needs and future aspirations in great detail. This enables us to deliver personalised plans that are tailored to meet their needs.

The Advice Team

Lesego Monareng CFP ® (Founder)

Lesego is a certified member of the South Africa Financial Planning Institute (FPI). FPI is a recognised international professional body for financial planners, which requires the highest levels in competence, experience and ethics.

She has in excess of 12 years relevant experience in wealth management. She started her career as a para-planner at boutique wealth management advisory firm. She has experience with working with one of SA’s Private bank.

Her experience as a wealth manager allows her to provide expert advice to her clients’ relation to investment, tax and retirement planning (both onshore and offshore).

She is particularly passionate about estate planning affairs. This is an integral part of effective transfer of wealth.

Lesego is a regular media expert speaking on wealth and financial planning matters.

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