Independent Second Opinions in Wealth Management.
For families who value independent thinking, clear structure and a considered long-term perspective.
We first confirm fit, scope and the once-off fee before any work begins.
Trust deserves verification.
Clarity. Structure.
Long-term confidence.
The First Step
Clarity before commitment.
A Financial Clarity Review is an independent review of the arrangements you already have. You remain free to decide whether ClearGauge implements any recommendations.
01
Share the information and questions that matter to you.
02
We confirm whether a review is suitable, its scope and once-off fee.
03
You receive an independent written view of what is clear, missing or worth investigating.
04
You decide what happens next. There is no obligation to appoint ClearGauge.
Authorised financial services provider · FSP No. 55826
Led by Werner Hugo Gerber, CFA®
Fees agreed before work begins
The ClearGauge Approach
Complexity builds quietly.
Different advisers. Different tax rules. Different investment managers. Different priorities.
ClearGauge helps families see their wealth as one coherent strategy. We independently verify whether your financial strategy is aligned with your objectives.
If you choose us to implement that strategy, we provide ongoing wealth management through transparent, capped advisory fees.
Transparent Pricing
Advice should not become more expensive simply because your wealth grows.
Our Fair-Share Hybrid Model combines percentage-based fee collection with a capped monthly advisory fee once the applicable portfolio threshold is reached.
Foundation Advisory
0.75%
P.A. BELOW R8 MILLION
Capped at R5,000 per month once assets under management exceed R8 million.
Strategic Advisory
1.0%
P.A. BELOW R9 MILLION
Capped at R7,500 per month once assets under management exceed R9 million.
ClearGauge Wealth (Pty) Ltd is an authorised financial services provider (FSP No. 55826). ClearGauge is not currently registered as a VAT vendor, so no VAT is charged on the advisory fees shown. The figures above summarise standard advisory tiers and are not a quotation. Applicable fees, thresholds and terms are confirmed in writing before an engagement begins.
01
Verify independently.
Important financial decisions benefit from more than a single professional view.
02
See the whole picture.
Investments, tax, retirement, family and long-term objectives should work as one coherent strategy.
03
Pay fairly.
Professional judgement should guide the fee—not simply the size of a growing portfolio.
Your Financial Landscape
See which parts of your financial life deserve to be considered together.
Choose the areas that matter to you now. Select the areas that matter most and the map will reveal questions worth bringing into the same conversation.
Questions worth connecting
Select one or more areas to reveal questions worth bringing into the same conversation.
This is an educational prompt, not personal financial advice. Your selections stay on this device unless you choose to request a Financial Clarity Review.
Bring these themes to a Financial Clarity ReviewWays to Work Together
Start where you are.
No two families start from the same place. Choose the engagement that best matches your circumstances.
Need an independent second opinion?
Financial Clarity Review™
A once-off, independent review of your financial strategy, existing arrangements and the questions that matter most to your family.
FOUNDATION REVIEW FROM R10,000 · STRATEGIC REVIEW FROM R15,000
Looking for a long-term financial adviser?
Ongoing Advice
Ongoing financial planning, investment oversight and strategic guidance built around independent research, disciplined decision-making and transparent pricing.
LONG-TERM RELATIONSHIP · CAPPED ADVISORY FEES
Want professional input while remaining in control?
Share Portfolio Guidance
Independent portfolio reviews, research and second opinions for self-directed investors.
ONCE-OFF OR ONGOING ENGAGEMENT
Is This the Right Conversation?
When the whole picture deserves a clearer view.
ClearGauge is for people seeking an independent perspective alongside their existing arrangements — not a one-size-fits-all product.
- Your financial affairs span multiple investments, accounts or advisers.
- A retirement, business, family or other significant life decision makes the full picture important.
- You want to understand the options before deciding who should implement them.
Why ClearGauge
Better questions produce better financial decisions.
ClearGauge is built for families who want an independent view, direct access to their adviser and a clearer understanding of how the moving parts of their financial affairs fit together.
Werner Hugo Gerber, CFA®
Founder & Principal Adviser
- CFA® charterholder
- Independent portfolio verification
- Transparent capped-fee pricing
- Clear scope before work begins
- Evidence-based recommendations
We first confirm fit, scope and the once-off fee before any work begins.