Lee Oosthuizen

Certified Financial Planner®

"An Investment in Knowledge always pays the best interest." -Benjamin Franklin

Wealth Protection

Retirement Solutions

Business Continuity Planning

Estate Planning

Investment Management

When should you seek advice from a financial advisor?

  1. When an advisor is able to provide you and your family with the financial security you are seeking, but are unsure how to obtain.
  2. When an advisor is able to give you a real return on your wealth, in excess of what you are able to obtain yourself with your financial know-how.

Latest Articles

The wealth accumulation journey takes on many shapes and forms. People take different paths in life, ranging from corporate careers through to

Only 6% of South Africans can afford to retire Remember high school, when you were in a class of 34 people trying

At some point, practically everyone considers a buy-to-let opportunity. Most of us grew up being told that property is a fantastic investment

Conventional wisdom. A generally accepted belief. The kind of advice your grandmother would no doubt give you, while fattening you up with

Figuratively speaking, of course. The practical equivalent to “under your mattress” is leaving your money to rot in a notice deposit account

How often have you heard these words, usually spoken forlornly by a friend, family member or colleague who has suffered a financial

Family businesses are genuinely the lifeblood of any economy. They put food on the table and put the kids through school. They

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Client-advisor relationships work when it’s a win-win relationship… simple. I have built my advisory practice with this in mind, and treat every client with a long term view that is beneficial to both parties.” – Lee Oosthuizen

Lee Oosthuizen CFP

Client Testimonials

Lee's holistic approach and genuine interest in my family's financial wellbeing has made him a trusted partner on our investment journey. His extensive knowledge and expert advice has provided financial peace of mind enabling us to focus on other areas of personal growth and development.

Duncan Lees Senior Rock Engineer - GeoMech Consulting

Lee is professional, knowledgeable and holistic in his approach. He has earned my trust and I would recommend him without reservation.

Nobambo Mlandu Prudential Division, The Banking Association South Africa

As a financial advisor, Lee provides an exceptional level of service in pursuit of his clients’ best interests. Whilst maintaining the highest level of professionalism, he builds good repour with his clients. Lee stands out from other financial planners because he makes a concerted effort to understand his clients’ personal circumstances, needs and financial goals. Lee’s high level of competence in his field provides my husband and I with peace of mind during consultations and in ultimate investment making decisions.

Daniella Pereira Attorney

Lee's holistic approach and genuine interest in my family's financial wellbeing has made him a trusted partner on our investment journey. His extensive knowledge and expert advice has provided financial peace of mind enabling us to focus on other areas of personal growth and development.

Matthew Cronje Programme Director: B. SOC. SCI UFS

Lee has a customer centric approach which, together with his acute understanding of the market beyond only his products, allows him to structure a portfolio specific to people's needs. He is actively involved and constantly communicates with me which keeps me involved in my investments and gives me a sense of comfort that my finance is in the hands of someone who cares. I would, and have, recommend Lee to friends and family.

Wesley Maritz
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