Three ways to work with ClearGauge Wealth
No two clients start from the same place.
Whether you’re looking for an independent second opinion, a long-term adviser or specialist portfolio guidance, choose the engagement that best matches your circumstances.
Financial Clarity Review™
Once-off engagement · From R10,000
Need an independent second opinion?
Whether you’re approaching retirement, reviewing your investments or facing an important financial decision, the Financial Clarity Review™ provides an independent assessment of your financial strategy and practical recommendations to improve clarity and confidence.
Ongoing Advice
Long-term advisory relationship · Transparent, capped advisory fees
Looking for a long-term financial adviser?
Receive ongoing financial planning, investment oversight and strategic guidance through a long-term advisory relationship built on independent research, disciplined decision-making and transparent pricing.
Share Portfolio Guidance
Once-off or ongoing engagement · From R10,000
Want professional input without handing over control?
Receive independent portfolio reviews, fundamental research, portfolio construction guidance and second opinions on existing share portfolios while remaining in control of your investment decisions.
Planning capabilities within our advice
Estate Liquidity & Legacy
An estate can be valuable on paper and still face a cash shortfall. Explore how assets, liabilities, estate costs and available liquidity may interact using our educational Estate Liquidity Snapshot.
Not sure which option is right for you?
Every client’s circumstances are different.
If you’re unsure which engagement best suits your needs, a Financial Clarity Review is a practical starting point. We first confirm fit, scope and the once-off fee before any work begins.