Wealth advisory and
financial planning

Guidance built around real lives.

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When change brings questions, clear advice matters


Facing change and unsure what comes next? As life becomes more complex, financial decisions often follow. At Otto 1890, our wealth advisory service is designed for individuals and families who value clear, trusted guidance when the stakes are high.


Planning built around real life, not just numbers


We provide structured, thoughtful financial planning across the areas that matter most:


  • Retirement planning
  • Tax efficiency
  • Estate and succession planning
  • Risk management
  • Local and offshore investments


Rather than treating each decision in isolation, we bring every element together into one clear, connected plan that is designed to evolve as your life and priorities change.

Clear thinking, with guidance you can rely on

Our process begins with listening. We take time to understand your circumstances, priorities, and what you are working towards. From there, your adviser remains closely involved, helping you navigate decisions as they arise over time.


You also benefit from the broader Otto 1890 team, including portfolio managers and fiduciary specialists, ensuring your investment and estate considerations are aligned and managed cohesively.

Because your wealth is personal

At Otto 1890, wealth advisory is about long-term relationships, not one-off decisions. You’ll work with experienced advisers who know your story and remain involved as your life evolves, supported by specialist expertise whenever deeper insight is needed.


When questions arise, you’ll know exactly who to call.

Personalised advice at your fingertips

Personalised portfolios

We build portfolios with care and intention. You have access to a dedicated portfolio manager with deep local and offshore experience. Together, we shape a portfolio that fits your goals and keeps pace with your life.

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Retirement and investment planning

We help you plan for the long term with clarity and discipline. Our approach starts with your cash flow needs, your goals, and your ability to take risks. From there, we align your assets and obligations over time, so your investments can meet your needs when they arise. It’s a steady, proven way to protect capital and support long-term growth.

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Risk Planning

Life is uncertain. Good cover brings stability. We help you secure the essentials: medical aid, life and income protection, disability, and short-term insurance. Through strong relationships with leading providers, we negotiate fair, well-considered terms on your behalf.

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Estate planning

A thoughtful estate plan protects what you’ve built and prepares the way for those who follow. We help structure your affairs to manage estate duties, ensure liquidity, and keep administration clear and manageable. Our fiduciary team advises on wills, trusts, executorships, and estate administration; supporting you in preserving your wealth across generations.

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For business

A business reflects years of effort and sacrifice. Its continuity deserves careful planning. We assist with risk analysis, continuity planning, tax considerations, and buy-and-sell agreements. Whether you need Key Person or Buy and Sell assurance.

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