Springbok Wealth

Partners

Tailored Financial Solutions for Business Owners

We believe that true success is achieved through working together with our clients and forging a strong partnership based on open communication.
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FINANCIAL PLANNING FOR BUSINESS OWNERS

For Now

For Later

For Beyond

A Passion For Business Owners

About Us

Our story is deeply rooted in a family tradition of entrepreneurship. Coming from a lineage of business owners, our founder, Ross Blount, has been shaped by this legacy. He did not just stumble upon working in this industry; it is the culmination of generations of hard work and a deep-seated passion for helping business owners succeed.

Growing up in South Africa, Ross witnessed his family’s businesses’ impact on their lives and the lives of their clients. It was inspiring to see how they made a difference by providing advice that met people’s needs. This environment ignited a fire within him, instilling a profound desire to continue the family legacy and work with business owners to build a brighter future. When founding our firm, Ross named it after the Springbok, a native animal of South Africa that is fast and agile.

  • Collaboration
  • Integrity
  • Passion
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Our Services

Financial Planning

Creating strategies to manage and optimize your financial resources.

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Tax Planning

Taxes are an integral part of every financial decision you make.

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Business Exit Planning

Preparing your business for a successful exit or transition.

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Investment Management

Building a diversified and tax-efficient portfolio.

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Financial Planning For Business Owners

We specialize in providing comprehensive financial advice tailored specifically for business owners. With us, you can be confident that you have found your ideal partner to help you navigate the complexities of financial planning and business exit planning, so you can focus on what you do best – growing your business.

What Is Your Business Value?

Grasping the value of your business is the cornerstone of a sound financial plan. By assessing your business worth, you can benchmark your standing against industry peers, explore potential exit strategies, and pinpoint areas for improvement.

Knowing the value of your business makes good business sense.

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Fees

We believe that business owners have enough to worry about and should get the advice they need and the service they deserve. We want advice to be accessible and affordable, not based on how much money you have invested.

We offer a comprehensive range of services to empower our clients to achieve their financial goals. Our services are designed to provide you with the knowledge, guidance, and strategies necessary to navigate the complexities of personal finance and build a solid foundation for your future.

Explore Our Fee Options:

  • Price: $2,500 for up to 10 hours
  • Project-based: Advice and guidance on a particular topic or short-term support
  • Services offered: Answering questions, setting up initial plans, getting clients back on track, providing financial advice
  • Price: Only $375 per month*
  • Best for: Those seeking ongoing advice and support
  • Services offered: Advice on identifying and closing The Profit Gap, The Value Gap, and The Wealth Gap
  • Objectives: Improving and increasing business value, managing wealth through personal financial planning and tax planning
  • Duration: Typically 2-5 years, but can be longer
  • Meeting frequency: No limits, minimum of 2 meetings per year
  • *12-month minimum commitment required
  • Price: $7,500 per year
  • Target clientele: Entrepreneurs with complex business structures or personal financial considerations
  • Services offered: Assistance with navigating complex business structures, planning for generational wealth transfers, managing alternative investments, in-depth estate planning
  • Criteria for inclusion: Having more than one business, alternative investments, or requiring in-depth estate planning
  • Fee structure: Flat fee of 0.5% (minimum of $100,000)
  • Additional service to Advice options
  • Investment philosophy: ‘Passively Active’
  • Portfolio management approach: Well-balanced and diversified using a combination of Index ETFs, Individual Stocks, and Mutual Funds
  • Trading approach: Not active traders, adjustments made based on market and holding reviews

Fees

We offer a comprehensive range of services to empower our clients towards achieving their financial goals. Our services are designed to provide you with the knowledge, guidance, and strategies necessary to navigate the complexities of personal finance and build a solid foundation for your future.

For Business Owners

If we manage over $850,000 the fee will be based as follows:

  • $0 - $500,000 @ 0.85%
  • $500,001 - $1,000,000 @ 0.80%
  • $1,000,001 - $$2,000,000 @ 0.75%
  • Over $2,000,001 @ 0.65%

For Individuals

If we manage over $650,000 the fee will be based as follows:

  • $0 - $500,000 @ 0.85%
  • $500,001 - $1,000,000 @ 0.80%
  • $1,000,001 - $$2,000,000 @ 0.75%
  • Over $2,000,001 @ 0.65%

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We Are Your Partner On Your Journey

Our mission is to empower business owners to achieve their financial aspirations through personalized planning. We provide professional advice, customized strategies, and a commitment to lasting impact and generational wealth.

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