Based in Johannesburg, South Africa, Custodian Wealth is a boutique financial planning business that specialises in providing investment related advice and services.



“’At Custodian Wealth, we are deeply committed to improving the quality of our client’s lives so that they can face future uncertainties with confidence and peace of mind”

“Sam has been handling my investment portfolio since the early 2000’s. In that time, he has nurtured the steady growth of my personal wealth and managed my family’s assets with integrity and care. I can sleep sound at night, knowing our financial future is secure thanks to him and his team at Custodian Wealth.”

– Jack Kaplan

I have known Sam for 10 years plus, during which time he has been managing my retirement and other funds. He is a straightforward, honest, clear thinking man, with a great ability to see and explain the “the bigger picture”. I feel confident that he is looking after my interests with diligence and great care. He is proactive and has a clarity about him that makes matters easy to comprehend.

– Rick Ball (1948 – 2019)

Why Work With US

Big Enough to Count, Small Enough to Care

At Custodian Wealth, we pride ourselves in having the resources, experience and expertise to deliver an unparalleled service with the personal attention you deserve.

Equipping You for a Better Tomorrow

We are committed to the growth of your wealth and financial understanding. By helping  you to improve your financial skills, we cultivate behaviour that will contribute to the achievement of your financial goals.

Saving You Time, Money and Hassle

Partnering with us frees you up to focus on your passions, while we focus on ours – identifying, implementing and monitoring financial solutions that are most suited to you.

Independent Advice

Because we’re independent, you can expect unbiased financial advice that puts your interests first. The best advice is independent advice!

Strategic Partners

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Sable Place
Fairway Office Park
52 Grosvenor Road


087 353 2596

An Authorised Financial Services Provider FSP 46150