LIBRARY

Date Topic Link
05/2019 What is an Endowment
05/2019 What is an Offshore Endowment
05/2019 What is a Will?
05/2019 What is a Preservation Fund?
05/2019 What is Living Annuity?
05/2019 What is an Investment Plan?
05/2019 What is a Pension Fund?
05/2019 What is a Pension Fund?
05/2019 What is a Provident Fund?
05/2019 What is a TFSA?
04/2019 What is Retirement Annuity?
     
     
Topic Link
Fit and Proper Board Notice 194 of 2017
Fit and Proper Board Notice 194 of 2017
The Collective Investment Schemes Control Act
The Matrimonial Property Act
The Protection of Personal Information Act
The Trust Property Control Act.pdf
The Trust Property Control Act.pdf
     
     

"To the “Hewett Wealth Team”, I thought to take this opportunity to quickly express my sincere gratitude to all of you, but especially Peter, for sorting out our finances. By no means an easy task, the insightful and valuable advice we received, coupled with decisive action has ensured that I now fully believe we are back on track and in a far better space than ever before. Despite not being one of your wealthier clients, I really appreciated being treated as if I was. The attention to detail, the invaluable guidance and advice has seen us take some significant steps to improving our family’s financial security, the result of which is a far rosier outlook and a great measure of relief. To now also be receiving regular updates and reviews of how we are doing is incredible and most welcome. I find these sessions both interesting and empowering. Once again, thank you for all you have done and continue to do for us." - Robert Schipholt

"Peter and his team put a personal touch to their comprehensive and well-informed service to make you feel not only that you are in good hands but also that you are dealing with people who genuinely have your interests at heart" - Peter van Ryneveld

"Ek is ‘n klein sakeman en bedryf my finansies al die jare soos ek goeddink. Ek het 120 maande gelede besluit om finansiële advies van Peter Hewett van Hewett Wealth te kry. Peter het my van raad voorsien rakende my persoonlike finansies, versekering, testament en ook i.v.m die herstrukturering van my besigheid. Peter skroom nie om my na kundiges te verwys wat my die beste raad en bystand verleen rakende sake wat hy nodig ag nie. Ek is veral besig om na my aftrede te kyk en is vol vertroue dat ek eendag die nodige voorsiening gemaak sal hê, op grond van Peter se advies. Peter en sy span kundiges tree professioneel op en dis ‘n voorreg om Hewett Wealth aan my kant te hê." - Danie Bruwer

"Having retired at the age of fifty-two years with a relatively moderate pension, we are now in our mid-seventies and do not lose a moments sleep about our financial future with the Hewett Wealth team looking after our affairs. There is always a friendly and helpful voice on the other side of the phone!" - Wibo and Sue Schipholt

"We have known Peter Hewett for more than10 years now, firstly as a family friend and later as our financial advisor. Prior to working with Peter, we had a number of financial advisors who only seemed to sell their products to gain personal financial value and who did not have our best financial interest at heart. We have a strong respect for Peter, who always handled our financial matters in a very professional manner. He always ensures that we are fully aware of the choices available and advises on the best way to invest our money and provide for our future. Notwithstanding huge financial instabilities in South Africa Peter has structured and consolidated our finances with a systematic and comprehensive approach. This assisted us to make our transition to retirement financially affordable and fairly easy. Peter and his team are extremely professional in their approach to financial planning. We appreciate your professional assistance in educating us on financial decisions and assisting us to take informed decisions with risks that we understand. We now feel confident that our financial plan is healthy and secure. We have no hesitance in highly recommending Hewett Wealth to family, friends and business acquaintances. We only wish that we had utilised the services of Hewitt Wealth earlier in our lives. We will, however, stick with them as they offer a very high level of service, financial education and advice." - Fred and Karin Adams

"Dear Peter, just been going through my offshore portfolio and other investments managed by your company and thought it would be nice to send a mail to express my appreciation to you and your competent staff. Having known you and your family for decades and been aware of your success at top managerial level in the corporate world, I was pleased to hear that you had decided to form your own financial services company and grateful that you agreed to accept me as a client. As a mid-seventies businessman wishing for a peaceful and financially secure retirement I can now honestly say that after two years with Hewett wealth, I am immensely impressed, not only with the huge growth in value in my offshore portfolio, but also the communication, ongoing quarterly reviews on a one to one personal meeting basis and immediate attention to matters arising therefrom and the attention to detail regarding things like my Will and general estate planning. The past two years have been a pleasure, well financially speaking anyhow. Now if only the Bokke could beat the All Blacks. Very many thanks Peter, may your company and clients continue to prosper."- Ron Coburn

"Ek het in vroeg 2014 afgetree en gou besef my huidige finansiële kundige het nie die nodige kennis gehad om ingeligte langtermyn besluite te neem rondom ons finansiële behoeftes nie. Ek het ons boekhouer geskakel en hy het ons verwys na Peter Hewett van Hewett Wealth. Ons het ‘n e-pos met ‘n lys van behoeftes aan hom gestuur, waarna hy gereël het vir ‘n besoek wat ons sou pas. Wat ons veral beïndruk het, is die deeglikheid waarmee hy alles ontleed het, en vir ons terugvoer en aanbevelings gemaak het. Die sake wat ter sprake was, is lewende-annuïteite, disresionêre beleggings, aandele portefeuljes, koop om te verhuur eiendomme, testamente, mediese fondse en nog ‘n paar ander. Hy het dit vir ons geprioritiseer, en sy kundigheid, geduld, en bereidwilligheid om iets te verduidelik tot ons dit begryp het, het vertroue ingeboesem. Ons sal met groot gerustheid aanbeveel dat enige iemand van hulle kundige vriendelike dienste gebruik maak."- Muller Schoeman

"My kennis met Peter Hewett het begin in Junie 2012 toe hy vir my ‘n beleggingsvoorstel voorberei het. Op daardie stadium was ek maande van aftrede af, en was ek opsoek na ‘n finansiële adviseur om my by te staan en met raad te bedien om my finansies en persoonlike sake te bestuur en in orde te kry. Die beleggingsvoorstel wat ek ontvang het was die mees professionele dokument wat ek ontvang het. As gevolg van die dokument en Peter Hewett se aangename persoonlikheid en uitsonderlike integriteit het ek hom verkies as finansiële adviseur. Ek was nog nie ‘n dag spyt sedert ek die besluit geneem het nie. Die portefeulje wat Peter Hewett vir my saamgestel het getuig van ‘n indiepte kennis van die mark en die wetgewing wat hiermee verband hou. Die voorstelle wat hy maak is hy bereid om te bespreek en te verduidelik wat die agtergrond vir die voorstel is. Hewett Wealth is altyd op die uitkyk vir besondere geleenthede in die mark wat tot voordeel vir sy kliënte sal wees. Sedert Hewett Wealth my portefeulje bestuur het dit gegroei en toegeneem, na verwagting en verseker dit dat ek gerus my aftrede kan geniet aangesien dit in bekwame hande is. Peter is altyd beskikbaar om raad en hulp te gee waar nodig en dit sluit die nabye familie in. Op ‘n gereelde basis reël hy persoonlike vergaderings om my op hoogte te hou oor sake wat op my betrekking het. Die Hewett Wealth span volg Peter se voorbeeld en lewer uitstaande diens. Hulle is vriendelik en professioneel en altyd bereid om behulpsaam te wees. Die diens wat ek ontvang is van hoogstaande gehalte. As gevolg van die diens en die professionele raad wat ek kry het ek Hewett Wealth al by my familie en vriende aanbeveel. Ek sal dus Hewett Wealth sonder enige huiwering aanbeveel." - Danie Oosthuizen

"Dear Peter, Jean and Matthys. As a customer of Hewett Wealth, it has been a pleasure dealing with you over the last year. Your team has been especially a great support with numerous requests whilst I made my move to New Zealand. Without this support my move would have been a lot more stressful. Thank you again and I am looking forward to dealing with Hewett Wealth over the years to come."- Andries Els

"Dit was n hartseer dag to Peter Hewett my vertel het dat hy besluit het om sy eie “ding” te doen. Peter was een van my kollegas en n ware steurnpilaar, en sy weggaan sou beslis n leemte gelaat het. Maar daar was geen twyfel, Hewett Wealth gaan n groot sukses wees want hoe kan dit anders met Peter aan die stuur? Vandag is Hewett Wealth, soos gewag, n reuse sukses. En, al is ek en Peter nie meer direkte sakevennote nie, sal ek en hy altyd vriende bly." - Dawie Roodt

"We have known Pete since 2012 and have always had the highest regard for his professionalism and knowledge of holistic financial planning. Pete and his team of financial planners embody what it means to be professionals and we can recommend the practice to anybody that are serious about their financial planning. They put your financial needs and dreams first and provide an exceptional service while working towards making it a reality."- Claude and Sherma Malan

"In my opinion, “Service” and “great people” remain the pillar to business growth. The industry which you find yourself in remains competitive and you always seem to find someone who professes to be better than the previous incumbent. I would like to thank Hewett Wealth for the absolute professional way in which they handled my portfolio and the professionalism they have shown to date. It is very seldom that the sales pitch is what is actually experienced and that the client is put first above the profitability of the business. Looking forward to a lasting relationship." Tony Jenkins

"More than a year ago I switched all my private and family trust investments and accounting portfolios to Hewett Wealth. It was an excellent decision because of the dedication and professional way that they treat their clients. Good luck to Peter and his well trained supporting staff. " - Johann Koorts

"We joined Hewett Wealth because of the following: 1) Quality financial advice, we have terrible experience with at least three other financial advisers, their main objective was to make quick buck for themselves e.g. converting RA’s into living high cost annuities in a time when we worked, and our marginal tax was high. 2) Knowledge of financial instruments available in market space; other advisers just selling the same old investments with guaranteed low performance. 3) Lower cost of financial advice. 4) Communication and reporting: HW employees are professional and always available to respond to our concerns; bi-monthly reports provide status of our portfolio. 5) One stop service: HW provides wide range of financial services: tax assistance, investment advice, shares trading ,wills etc.. All the above resulted that we make more money out of our retirement savings and pay less tax." - Stan & Anke Brodziak

"A big thank you to Peter and his team, for their dedication and care towards me and my family during the past one and a half years. In October 2016, my husband was diagnosed with ALS (Motor Neuron Disease), a fatal and incurable disease. Peter spent many, many patient hours with my husband and myself, drawing up new wills, negotiating with Legatus Trust, and placing different financial situations and plans before us. We had never anticipated a dreaded disease and that death would end our 24 year marriage, neither had we financially planned accordingly. Sadly, my husband passed away in June 2017, leaving me and our 3 financially dependent children. Hewett Wealth took so much off my shoulders. Step by step, Peter and his team, guided me through each process, giving me and my children time to grieve. From setting up a family budget, investing the Employment death benefit pay-out through Hewett Wealth, how school fees should be paid, which cars to trade in, which cars to purchase, etc, etc, Peter was always just a phone call away. In less than a year, the estate was finalized. Thank you, Pete and team, for your efficient and honest service, your compassion, and the time you took (and still do) to answer all my endless questions. May you go from strength to strength. I have the assurance that my family’s finances are in good hands." - Angela Bender

"A one stop shop for expert advice. A professional outfit with dedicated professionals, with a focus on you, the client. Help you make smart financial decisions. Help balance your best interests. They work very hard to try bring you more balanced and varied views, not just what they get paid the most for offering, by this I mean fees from Institutions they recommend. " - Carol and Anthony Searra

"I was introduced to Pete on the recommendation of my supervising partner at the law firm I practiced at. At the time, I had come into a significant amount of funds that I needed to be managed and invested for both long term and short term needs with a degree of flexibility and accessibility, if required. Being part of an extremely demanding practice and planning a wedding at the time meant that I did not have time to acquire knowledge to skillfully manage and discern between investment vehicles in my individual capacity. I required an expert who could not only understand my needs but advise me comprehensively. I had, in the past had some investment exposure, which I now know was rudimentary, at best, and my experience of insurance based investments was poor. At my introductory meeting with Pete I outlined my needs and immediate and medium term plans. Pete and his team set up relevant accounts for my funds to be invested until allocation and the entire process was seamless. I was assured of meeting with Pete every quarter, as I have, and have witnessed my investments increase in value whilst still having access to funds and improving my retirement planning. I am always advised of major events in the political, investment and exchange areas and the impact of this on my investments are addressed directly. I value the personal touch that Pete has ensured both my husband and I receive in his advice which makes the relationship more than just business. Pete is my financial advisor and a reliable confidant who I run my major financial decisions by. Over time I have also come to rely on the service of Jean and trust that my matters are adequately overseen on all levels. I have open lines of communication with Pete and would recommended his advice to anyone, novice or expert, for class leading service excellence. Thank you Pete and Jean!” – Varana Peters

"As a former employee and ongoing mentee of Peter Hewett, the Managing Director of Hewett Wealth, I can honestly say that there is not an individual that takes financial planning and therefore the financial well-being of his clients more serious than Mr Hewett himself. The in-depth knowledge of all factors in financial planning which culminates in Hewett Wealth as a company, will bring you the utmost of ease when it comes to your finances as an individual. There is simply no one better!"– Steph Le Roux

"Dear Ryan & Peter. Before consulting with Hewett Wealth, our investments were in different structures and on various platforms with no holistic thought given to future planning. Ryan, thank you for taking the time and effort to restructure and simplify our investments and help us set goals for financial growth and plan for retirement. Quarterly reviews of our investment portfolio discussed on a personal basis by Ryan, who makes the trip to Somerset East from Cape Town, where we take a holistic view on the investments and discuss any changes that should be made to maximise the performance. Investments, both local and offshore, have been producing positive results for us, even in an environment where growth has been minimal. Not only have you helped with investment advice, you have also helped us with advice on estate planning and wills, reducing estate duties and whereby we will be able to transfer the wealth to the next generation. The advice you gave us with our future move we really appreciate too - advice on selling some properties and valuing our business so that when we do want to make our final move on retirement, we have been adequately informed. Additionally, your short-term insurance advice has given us the confidence that we have been insured adequately at the best value. It is reassuring to know that if something does go wrong we are able to get assistance on a 24hour basis. With confidence we can recommend Hewett Wealth – give them an opportunity to review your portfolio and to advice on long- and short-term financial wellbeing. You will not be disappointed"– Kevin & Kerry McCaughey

For a non-financial person negotiating the multitude of financial instruments on offer and evaluating robustness of financial planning for future retirement is a daunting task! My experience with the PH Wealth team has been one of utmost professional service, advising on the full spectrum of personal financial planning, including taxation. Their attention to detail and sound advice has helped simplify my finances and delivered results. In addition Peter’s regular personal feedback provides me with the peace of mind that my financial planning is in good hands. - Johann Breytenbach

Peter Hewett en sy span by Hewett Wealth het my gehelp om al my beleggings te konsolideer nadat ek ophou werk het. Dis gedoen met in ag genome die twee belangrikste komponente naamlik ‘n optimale belasting struktuur en ‘n maandelikse uitbetaling. Ek slaap gerus met die wete dat my aftree beplanning gereeld hersien word en aangepas word soos die mark verander. ‘n Aangename ondervinding om met kundige en professionele mense te werk. Baie dankie! – Cecilia Coetzee

“Ek het Peter in 2015 ontmoet en na sy uiters professionele voorlegging hom toevertrou om my finansiële sake te bestuur. Die Hewett span is gedrewe om innoverende lae koste produkte te skep wat aan al die kliënt se behoeftes voldoen , en oorskry. Peter, Jean en hul span is altyd beskikbaar om hulle kliënte by te staan met vriendelike en ‘n effektiewe diens. Ons beskou Peter as ‘n familie vriend wat alreeds na drie geslagte van ons familie se finansiële belange omsien. - Jaco & Tilana Oosthuizen

Copyright © 2018 All Rights Reserved. Designed by Web Partner

Search