Sound investments. Tailored advice.

SPECIALIST FINANCIAL PLANNING & INVESTMENTS

Zaina Wealth Management is a financial services firm operating in Western Cape and Gauteng. Speak to us about our sound investment strategies and advice.

Expert & relied upon insight

Secure financial prosperity

Dedicated to your growth and wealth preservation, Zaina Wealth Management (ZWM) was established in 2001 as a specialist offshore investment advisory firm. Over the past 15 years, we have become a diversified, highly regarded wealth management company. ZWM now has clients countrywide, with offices in Johannesburg and Cape Town.

As an independent financial services firm, ZWM has access to diverse investment funds and asset managers. Creating customised solutions is what we do to ensure that you receive the perfect balance between cost-effectiveness, tax efficiency, flexibility, liquidity and excellent returns on investment.

What we offer

Tailored financial solutions at affordable rates by a team of experienced advisers.

Our experts

Highly regarded within the industry, we conduct business with insight and integrity.

Latest news

Curated financial news to keep you updated on the current economic and market trends.

Specialist skillsets

Highly qualified advisors

We are Independent

In an industry in which many players have a vested interest, we pride ourselves on our independence. This allows us to explore the widest possible range of investments in tailoring a solution to your needs.
The Firm's History at a glance
  • Zaina Wealth Management (ZWM) was established in Johannesburg in 2001 as Zaina & Associates, a specialist offshore advisory business.
  • Today, our team consists of specialist advisers in wealth management, financial planning, and investment advice, who are equipped to handle the affairs of any individual, trust, or company.
  • ZWM has progressed from a one man offshore investment advisory business, to a diversified, highly-regarded wealth management company over a period of 15+ years.
  • ZWM serves Western Cape area, Gauteng and Mpumalanga areas as well.

Experienced Advisors

With complementary skills, industry experience and a keen understanding of our clients’ needs, our specialist team of advisers is equipped to provide a 360° financial services solution.
Financial coaching
  • Focus on goals
  • Remove emotion
  • Financial guidance
  • Avoid performance chasing
  • Dealing with the unexpected
Relevance
  • Unbiased
  • Independent
  • Suitability
  • New generation products
  • Cost-effectiveness
Administration
  • Effective implementation
  • Timeous
  • Professional
  • Competent
Technical Skills
  • Tax advisory
  • Long-term insurance
  • Portfolio construction
  • Investment planning
  • Retirement planning

Your Solution, Delivered

Our core competency is based on collaboration between advisers and client support staff. This ensures that our clients receive a comprehensive solution that is seamlessly implemented by a reliable team.
Our committment to clients
To deliver financial advice that is insightful, comprehensive and tailored to your needs.
Strong values, which we uphold
  • Integrity and fully transparent cost structure
  • Independent and impartial advice
  • 100% client centric and personalized advice
  • Professionalism

What Zaina Wealth Management advisors can do for you

You can count on the collaborative effort of your ZWM advisory team when it comes to the implementation and management of a tailored financial solution.
“A Vested Interest in Securing a Path for your Financial Wellbeing.”
— Zaina wealth management