Strategies Asset Management for Business Owners
Wealth accumulation and effective asset management are pivotal for business owners aiming
Springbok Wealth
Partners
Your Partner in Financial
Well-Being
At Springbok Wealth Partners, we believe that everyone deserves a clear path to financial security and fulfillment. Our mission is to empower individuals to make informed financial decisions, achieve their goals, and live life on their own terms.
For Now
For Later
For Beyond
A Passion For Business Owners
About Us
Springbok Wealth Partners is an independent and modern financial planning and advisory firm. We are breaking the mold of traditional financial planning by making financial advice more accessible, more relevant, and timely.
Financial planning and advice should not be focused only on retirement or managing investments. Although these topics are very important, they are not the only considerations. That type of planning is ‘old school’ and what our parents know of financial planning. Today, we are in very different times – our economy is different, how and where we make money is different and we have more ambition and goals than just retirement.
Springbok Wealth Partners is your partner in helping you navigate the intricacies of life and finances. The decisions you make today will impact your tomorrow. Having a financial plan will help you visualize the potential outcomes of what one decision will make over another. Knowing how to correctly use the resources you have at your fingertips can help you reach your financial goals sooner, more efficiently, and potentially with fewer consequences like taxes.
We are changing the meaning of financial planning, from the advice you get to how you pay a financial advisor.
Financial
Planning
Creating strategies to manage and optimize your financial resources.
Tax
Planning
Optimize your tax strategy and minimize your tax burden
Investment Management
Building a diversified and tax-efficient portfolio tailored to your objectives.
Insurance & Asset Protection
Protect your assets and your family from tragic events.
Why Choose Springbok Wealth Partners?
Personalized Approach: We understand that each individual’s financial journey is unique. Our approach is tailored to your specific needs and goals.
Expertise and Experience: Our team of financial advisors brings a wealth of knowledge and experience to guide you through complex financial matters.
Client-Centric Focus: We prioritize your well-being and strive to build long-lasting relationships based on trust and transparency.
Comprehensive Services: We offer a holistic approach to financial planning, addressing all aspects of your financial life.
We believe that you should get the advice you need and the service you deserve. Financial advice should 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: $275 per hour
- Hourly financial advice and guidance: Discuss a particular topic, receive short-term financial planning support or review your current financial plan.
- No commitment or minimums: A lot of individuals need financial advice but you don’t want to be tied to long term commitments. This is the perfect solution to get advice when you want it.
- Price: $375 per month*
- Services offered: Ongoing financial advice and support, Comprehensive financial planning, tax planning, risk management, investment advice
- Objectives: Clients want ongoing advice and management to help them achieve their long term financial goals. A comprehensive approach will help them do just that. Not only do we provide the advice and recommendations but we will be a support partner every step of the way.
- Duration: Typically 2-5 years
- 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 one or more businesses, alternative investments, or requiring in-depth estate planning
- Fee structure: Flat fee of 0.5% – 0.85% (based on strategy)
- Additional service to Advice options
- Investment philosophy: ‘Passively-Active’
- Portfolio management approach: Well-balanced and diversified using a combination of ETFs, Individual Stocks, and Mutual Funds
- Trading approach: Not active traders. We use the best managers for each category and sector to provide a portfolio that is always seeking return, low cost and tax efficient.
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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