Independent financial planners in Durbanville.
BKA Wealth has advised families, professionals and business owners from Durbanville since 2012. The practice was founded, and is still led, by Petri Beyers and Paul Kotzé, both CERTIFIED FINANCIAL PLANNER® professionals.
Sixty minutes, at our cost, at our King Street office or online.
Who we see here.
Most of our Durbanville clients come to us through one of these.
- Families and professionals in Durbanville and neighbouring Bellville, Brackenfell and Kraaifontein who want a planner close by.
- Retirees and pre-retirees who would rather sit across a table from their planner than call a centre.
- Business owners who want their personal and business plans handled by the same people.
- South Africans living abroad whose parents, property or investments are still here.
Visit us.
Our office is on King Street in central Durbanville. Meet us here, or online from wherever you are.
- Office
- Unit 3, Kings Landing Building
17 King Street, Durbanville, 7550
Open in Google Maps - Getting here
- From the N1, take exit 23 and follow the R302 north into Durbanville. Tygerberg Valley Road (M13) is a popular alternative.
- Call or email
- 021 976 0738
[email protected] - Meeting online
- Reviews can be held online at any time, for clients elsewhere in South Africa and abroad.
What we advise on.
Every plan is written by a CERTIFIED FINANCIAL PLANNER® professional and reviewed with you each year.
- Investment planning
- Portfolios matched to what the money is for, held in the right tax structure.
- Retirement planning
- When you can stop working, how to structure your savings, and an income that lasts.
- Tax planning
- Using every allowance across the tax year, alongside your accountant.
- Risk and insurance
- Life, disability, severe illness and income protection, sized to the gap.
- Estate planning
- Wills, trusts and estate liquidity, planned so your family can follow it.
- Family wealth
- Trusts, gifts and preparing the next generation to inherit well.
- Business and succession
- Buy-and-sell agreements, key person cover and succession plans.
- Offshore investing
- Offshore allowances, hard-currency portfolios and South African assets held from abroad.
Common questions.
Do I have to come to the office?
No. Many clients meet us at King Street, and many never do: meetings and reviews can be held online.
Do you only work with clients in Durbanville?
No. Many of our clients live in Durbanville and the surrounding northern suburbs, and we also advise clients elsewhere in South Africa and across eight jurisdictions, with reviews held online.
What does the first meeting cost?
Nothing. The first conversation is sixty minutes at our cost. You leave knowing whether we can help, whether or not you become a client.
Who are you affiliated with?
BKA Wealth (Beyers Kotze & Associates (Pty) Ltd) is an authorised financial services provider, FSP 44765, and a Graviton Partner, a member of the Sanlam Group.
You can confirm our registration on the FSCA’s register of financial services providers using FSP number 44765.
Meet a CFP® professional in Durbanville.
Sixty minutes at our cost, at our King Street office or online. You leave knowing whether we can help, whether or not you become a client.
[email protected] · 021 976 0738
Unit 3, Kings Landing Building, 17 King Street, Durbanville, 7550
