Skip to main content

Since 1988, Hannes Scholtz has been offering specialised financial planning, advisory, and consulting services tailored specifically for business owners, professionals, and high-net-worth individuals.

At Hannes Scholtz Consulting, we collaborate with you to create tailored, innovative strategies that focus on practical implementation, compliance, security, and legacy preservation. Your dreams and goals drive our consultations at every stage of your life and business.

Our services

Business Owners and family-owned businesses.

We specialise in strategic financial planning customised for business owners, encompassing everything from growth strategies to succession planning. 

Our services include:

- Group Pension and Benefit Fund Structuring
- Business Continuity and Director Exit / Retirement Strategies
- Buy and Sell Agreements and Key Person Coverage
- Short-Term Insurance and Cash Flow Management
- Personal Estate Planning, Trusts, and Wills
- Large Estate Protection Life Policies
- Employee Investment and Retirement Advice

Professionals: (Medical, Legal, Engineering & Agriculture)
 
We provide tailored financial advice for professionals who value precision and long-term security: 

Our services include:

 - Investment & Retirement Planning
 - Income Protection 
 - Risk Cover through Own Occupation Life Cover 
 - Tax & Estate Planning with Trust Structures and the planning of your last will.

High-Net-Worth Individuals:

For discerning individuals with complex financial needs. 

Our Services include:  

 - Strategic Wealth Management.
 - Estate Duty Mitigation.  
- Legacy Planning through Trusts & Wills.
 - Bespoke Investment & Risk Portfolios

Hannes Scholtz is licensed under South African FSCA License Number 703 to provide financial advice and sell the financial products and services indicated in his Contact Stage Disclosure Letter. You can request it by emailing info@hannesscholtz.com.