About ANGLOWEALTH
Founded in 2013, Anglowealth is a financial services provider committed to delivering structured, transparent and personalised financial solutions. The firm was established on the belief that clients deserve thoughtful planning, disciplined strategy and direct professional relationships.
As an authorised Financial Services Provider, Anglowealth operates on a planning-led model. Every client relationship begins with structured discovery, allowing our advisors to understand goals, time horizons, liquidity requirements and risk comfort before recommending any solution.
We prioritise direct engagement with qualified advisors, ensuring that every recommendation is carefully aligned with a client’s objectives and long-term wellbeing.
Anglowealth combines expertise with a disciplined, long-term approach to wealth creation and preservation.
unit trust investments
Diversified, professionally managed investments to help, create, grow, protect, and preserve your wealth.
Benefit: Flexible, long-term growth.
Tax-free savings account
Earn returns without paying tax on growth or withdrawals.
Benefit: Maximise your savings.
Endowment Policy
A structured investment offering tax efficiency over a fixed term.
Benefit: Disciplined, tax-optimised growth.
Retirement Annuity(RA)
Tax-efficient savings plan designed to build your retirement fund.
Benefit: Long-term security with tax advantages.
Living Annuities
Provides a flexible income during retirement while keeping funds invested.
Benefit: Control and ongoing growth.
Medical aid & gap cover
We work together to provide comprehensive healthcare protection, covering medical expenses while bridging any shortfalls between medical aid payouts and actual healthcare costs, reducing out-of-pocket expenses.
Benefit: Protection from unexpected expenses.
Estate & legacy planning
Ensures your assets are protected and distributed according to your wishes.
Benefit: Security for your family and peace of mind.
