We help you establish financial independence through property investment
Our mission
At TruWealth, we believe a strong property portfolio should form the basis of your wealth. We specialise in helping our clients obtain individually-held distressed properties (auctions, liquidation sales, banks, etc.) at strong discounts. Our clients purchase the property at a low price thus receiving capital gains immediately. This enables our clients to make a rental income profit quickly and to secure their financial independence.
Want to find out more?
Our services
A personalized plan
TruWealth offers our clients personalised financial plans tailor-made for their unique situations. After many years in the industry, we have amassed the necessary expertise to understand the challenges associated with financial planning and building true wealth.
Wealth Protection and Risk Management
It is crucial to purchase your investment property within the correct legal structures. Establishing a family trust not only institutes proper estate planning, but also safeguards your investment portfolio. We can help you put all the necessary safeguards in place to protect your assets.
We ensure proper risk management. Investing in property comes with inherent risk factors, so careful planning and implementation are essential for creating and sustaining true wealth through property investment. At TruWealth, we help our clients reduce their risk by performing proper due diligence when buying property.
Wealth creation
TruWealth has been specialising in the property industry for 10 years. We know the pitfalls of directly-held property portfolios and have contingencies to minimise risk. As such, we can assist our clients in creating wealth by maximising their property portfolios through acquiring discounted properties.
Wealth management
It is critical to purchase the correct investment property at the right price. The management of the property hereafter is paramount. We can help you manage your properties and invest in future properties at the right time in the market and for the right price.
Financial planning and advice
TruWealth also offers support in achieving a balanced approach towards wealth creation. This includes:
Long-term life and other insurances, correctly structured to optimise benefits for your trustees and beneficiaries.
Supporting financial plans to reduce the risk in your property portfolio.
Offshore investments helping clients reduce the currency risk in South Africa. These services include offshore banking options and expatriating funds to and from South Africa.
Tax and estate planning.
The Results
One of our clients working abroad started building his portfolio two years ago and, in that time, has amassed more than ten investment properties. He now owns personal property in Cape Town and will be able to use the profits on his investment property to pay off his own home within the next few years. Upon his arrival back in South Africa, he will be financially secure and able to live comfortably.
Who we are
TruWealth has experts in various fields related to wealth management and property investment who can assist our clients in maximising their investments.
Contact Details
o Chris Swanepoel: 082 965 5792
o Anne Jacobs: 079 884 2280
o Thea du Toit: 082 444 0474
o Tania Immelman: 082 861 6822
MANAGEMENT TEAM
Chris Swanepoel:
Owner and Managing Director
Anne Jacobs:
Head of Department: Bonds, Registrations and Trusts
Thea du Toit:
Head of Department: Landlord Support
Tania Immelman:
Senior Office Administrator