Peace of mind. At Ease.Calm and confident.

That’s the feeling of sound investment decisions.

Peace of mind.
At Ease.

That’s the feeling of sound investment decisions.

Financial planning professionals.

Your life circumstances are unique, and investment choices can be complex. Let’s work together to find your ideal strategy.

Better investment outcomes.

Expert financial advice can boost returns by an average of 3% per year over time.

Value of an Advisor Study 2021, by Russell Investments; The Advisor’s Alpha by Vanguard, 2019

Independent financial advice.

We work with multiple asset management and financial services companies, giving you access to the best combinations of funds and products

Thirty-year track record.

We have been in operation for three decades. We are licensed with the Financial Services Board and have a Category Two license, allowing us to offer clients more services than the average practice.

Invest locally and abroad.

Investing offshore allows for greater asset diversification

Transparent about fees.

We do not charge upfront fees on investments, which means that our success is tied to yours.

What we offer

We offer a range of financial planning services, including advice on investments, retirement planning and estate planning. We work with private individuals as well as companies (employee retirement savings and financial wellness).

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How we work

We like to maintain personal relationships with our clients, while offering a professional, best-practice financial planning service. We are fully compliant with all requirements of the Financial Services Conduct Authority.

How We Work

About us

Investments might be fancy, but we’re not. We pride ourselves in running a professional business, offering clients world-class financial planning expertise. We enjoy working with a range of clients and organisations –big and small. We have offices in Cape Town, Paarl, Richards Bay and Durban.

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Our product and service providers

We work with multiple asset management and financial services companies, giving you access to the best combinations of funds and products.

Our Happy Clients and what they have to say

Private client, 10 February 2021

 

As always we felt reassured and are happy that our funds are in Mike and Danielle’s excellent hands.

Client operating a Non-profit Organisation, 8 May 2021

 

Thank you for being so prompt, ….What would we do without the staff of Harcourt Martens and Associates?  We would never have been able to run this programme successfully and for so many years without all your assistance,  both practically and financially.

Private client, 6 April 2022

 

It was good to sit down with you for the kind of chat we haven’t had for some while. We were able to catch up with each other – and we always seem to end up laughing about circumstances, even though wealth is supposed to be a serious subject!

Private client, 24 April 2020

 

Mike, we’ve been associated for more years than I care to count now – and I’ve always had great confidence in you and your associates as financial advisors. I have only ever modified my investments when you have said that it was appropriate – and we’ve certainly been through some ups and major downs over the years. And I believe that its due to your advice (and my taking it!) that I am still able to live at a reasonable level.