Lifestage 01
Starting Out
Your first chapter
Your career is launching and your ambitions are high. The financial habits you build today compound over decades — we help you get them right from day one.
Emergency fundStart investing earlyIncome protectionYour first will
Our services
Lifestage 02
Love and Partnership
Building a life together
Joining lives means joining finances. Buying your first home, planning as a couple, and aligning your shared vision requires careful, independent advice.
Home ownership and bondsJoint planning and willsAntenuptial contractsShared investment goals
Our services
Lifestage 03
Growing Family
Protecting what matters most
Children change everything — your responsibilities, your priorities, your planning horizon. We help protect your family's future while building wealth today.
Education savingsLife cover and dread diseaseGuardianship and willsInvestment portfolio
Our services
Lifestage 04
Peak Years
Building your legacy
The critical decade to accelerate wealth creation, optimise your tax position, and ensure your investments are working as hard as you are.
Growth strategiesTax efficiency and offshoreBusiness planningLegacy planning
Our services
Lifestage 05
Pre-Retirement
The final countdown
The finish line is in sight. Consolidate, review, and fine-tune your retirement strategy — every decision here shapes the quality of your golden years.
Fund consolidationDrawdown strategyMedical aid and gap coverTrust structuring
Our services
Lifestage 06
Golden Years
Living your purpose
This is what it was all for. We manage your wealth so it lasts as long as you do — ensuring the people and causes you love are well taken care of.
Sustainable incomeEstate and fiduciaryIntergenerational wealthLiving annuities
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Your journey — expert guidance throughout
How we work
South City's Process
Six deliberate steps — each one building on the last — to give you total clarity and confidence in your financial future.
01
Step 01
Define the Relationship
We begin by establishing a clear understanding of our professional relationship — what you can expect from us, and what we need from you to deliver the best possible guidance.
02
Step 02
Gather the Information
We conduct a thorough discovery — your income, expenses, assets, liabilities, risk profile, and goals. The depth of what we gather determines the quality of everything that follows.
03
Step 03
Analyse & Evaluate
We analyse your full financial picture — identifying gaps, risks, and opportunities. This is where 50 years of experience transforms raw information into real insight.
04
Step 04
Develop the Solutions
We build a tailored financial plan — specific, actionable, and designed around your life. Every recommendation is made independently and in your interest. No generic templates.
05
Step 05
Implement the Plan
We execute. Investments are placed, cover is structured, wills are drawn — every piece of your plan is put into motion, with you informed at every step.
06
Step 06
Monitor & Review
Your plan is never static. We meet regularly, review your progress against your goals, and adapt your strategy as your life evolves. This is an ongoing partnership.
Location
36 9th Avenue Walmer
Port Elizabeth 6070
Our hours
08:00AM – 16:30PM
Monday – Friday (excluding public holidays)
Contact us
Phone: 041-503 8600
Email: info@southcity.co.za