Franschhoek Consulting

Franschhoek Consulting is a boutique fintech and financial planning practice in Franschhoek, serving individuals, families, family trusts, and business owners who want thoughtful guidance for their money at every stage of life. With more than three decades of experience in independent financial advice and wealth management, the team focuses on helping clients in Franschhoek, the broader Western Cape, and internationally, structure their finances with clarity and confidence. As a specialist financial planner in Franschhoek, Franschhoek Consulting blends traditional wealth management expertise with modern, transparent financial products and technology. Their approach is highly personal: they take time to understand family dynamics, goals, and concerns, then design strategies that support long term financial stability, lifestyle aspirations, and intergenerational wealth transfer. Whether you are preparing for retirement, managing a growing investment portfolio, or navigating complex offshore assets, Franschhoek Consulting provides a steady hand and an informed perspective. Clients of Franschhoek Consulting include professional individuals, multi-generational families, small and family-owned businesses, and South Africans with interests or beneficiaries abroad. The practice is known for discrete family wealth management and for cultivating enduring relationships that evolve as clients’ lives, businesses, and regulatory environments change. ## Services & Specialties Franschhoek Consulting offers holistic financial planning that brings together risk protection, investment strategy, tax awareness, and estate planning into one coherent plan. Their independent advisers help clients map out realistic financial goals, create detailed plans to reach them, and regularly review progress in line with changing circumstances and regulations. This includes retirement planning, investment portfolio design, and tax efficient investment solutions tailored to personal or family needs. A core strength of the firm is its integrated approach to risk and wealth protection. Services span medical aid, car and household insurance, life insurance, business assurance, and employee benefits for business owners who want to look after both their families and their staff. For those focused on long-term growth, Franschhoek Consulting advises on retirement and pension planning, tax free savings accounts, and generational wealth planning, ensuring that assets are structured to support future generations in a sustainable and compliant way. Franschhoek Consulting also has deep expertise in international investments and global estate planning. Working with a network of legal and tax practitioners, as well as local and international asset managers, they assist clients with offshore investments, offshore trusts, and international business structuring. This is particularly valuable for families and businesses spread across borders, where cross-jurisdictional rules around inheritance, pensions, and taxation can be complex and time-sensitive. ## Why Choose Franschhoek Consulting - Independent, boutique advisory practice that focuses on objective financial planning and wealth management for individuals, families, and family trusts - Over 30 years of experience in financial planning, investment services, and legacy management in Franschhoek and the Western Cape - Holistic, life cycle approach that covers family risk cover, medical aid, short-term insurance, life insurance, investments, retirement, pensions, and estate planning in one integrated plan - Specialist expertise in international and offshore structures, including international investments, offshore trusts, and global estate planning for clients with cross-border interests - Support for small and family businesses, including succession strategies and transitioning business ownership to unlock fair value for retirement - Strategic alliances with top-tier local and international financial service providers, enabling access to a broad range of modern, transparent investment products and fintech-enabled solutions ## Location & Accessibility Situated in the Franschhoek area of the Western Cape, Franschhoek Consulting serves clients across Franschhoek, surrounding wine valleys, and nearby business hubs such as Paarl. Its location makes it a convenient choice for local residents, professionals who split their time between city and countryside, and families with roots in the region but connections across South Africa and abroad. Whether meeting in person in the Franschhoek and Paarl region or consulting remotely, clients can access experienced financial planners who understand both local realities and global financial landscapes. ## Get in Touch If you are looking for independent financial planning, fintech-enabled investment guidance, or discrete family wealth management in Franschhoek, Franschhoek Consulting welcomes your enquiry. Reach out to discuss your goals, review your current portfolio, or explore how a structured financial plan can support your lifestyle, your business, and your legacy.