Adroit Wealth
Invested in You!

Adroit Wealth is an independant financial stewardship practice.

Invest today

What does "Adroit" mean?
Adjective - clever, skilful, adept, expert, astute, resourceful, quick-thinking, proficient, accomplished, artful, smart.
We like to think you are in good hands whilst we are invested in you!

Fiercely Independent

We are autonomous and free from any potential "Conflict of Interest" as we are not owned, tied to, related to, connected to any financial institution or group. Yes, We are independent in that we can offer advice on a wide range of products and providers in the market. In practice, we select niche offerings to create the client's ideal plan.

Owner Run business

Guy, Liesl and Nicky are the owners, the advisors, the planners. We roll up our sleeves and immerse ourselves in you, the client, and your affairs. We have the passion and discipline to protect the long-term interests of our clients. In a nutshell, we engage, we relate and we care.

Bespoke Advice

Our role is to act as a "Steward" - to guide and assist our clients to make fundamanetal decisions. We use our knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of our clients. The financial plan serves as a roadmap for each client's individual financial goals and future.

First Class service

Everything starts with you, the client. We pride ourselves on our personal service, down-to-earth approach, and forthright style of communicating with our clients. We believe empowering you with financial knowledge and literacy helps ensure you understand how we make your resources work hard on your behalf.

Sound compliance and ethics

In a highly regulated industry, we subscribe to an outsourced Compliance partner, Moonstone Compliance, and wholeheartedly endorse the principles, ethos, and values of the Financial Planning Institute, to which we belong as members.

Our Services

We create personal Financial Plans that Grow, Manage and Protect your wealth - with the ultimate aim of achieving your life goals. Our advice is always bespoke and based on a deep understanding of what you want to achieve, nothing we do or say is off-the-shelf. We plan for lifetimes and to Protect, Consolidate and Perpetuate your legacy and capital. Reliable expert advice is our baseline. Our value is this: we harmonize the financial performance of your assets with your vision and aspirations.

Life Long Financial Planning

Our ongoing service is to design, review and report on suitable strategies to reach your goals. For younger clients we help to create wealth and for those further down the line we oversee suitably constructed investment portfolios to protect wealth.
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Investment Planning

Investment planning forms an integral part of one’s overall financial plan. Your investment capital is a resource to ultimately provide you with a future income steam. It’s imperative that your investment strategy includes diversity of asset classes, currencies and geography.
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Retirement Planning

We will review your prospective pension income and capital provision and recommend options in line with your circumstances. We will ensure proper planning for retirement and ultimately match your post retirement income to your requirements and objectives.
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Estate Planning

We initiate and facilitate discussions regarding updating your Last Will and Testament and creating future Will Trusts to give you peace of mind and to optimize inheritance tax and estate planning. This may involve Inter Vivos Trusts to maximise asset protection and enhance liquidity in your estate.
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Tax & Migration Planning

South Africa is now fully integrated in the global village and we understand the importance of client mobility. We work closely with registered tax practitioners locally and abroad in determining appropriate tax advice for immigrants, emigrants and expatriates.
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Business Assurance & Entrepreneurial Services

We have significant expertise in assisting business owners and entrepreneurs with asset protection, “Buy & Sell” and “Key Man” cover, and offer pertinent advice on succession planning and exit strategies.
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Stay Updated

Take a look at our latest articles listed below
Financial Planning

Four reasons to invest in a retirement annuity (RA)

https://ninetyone.com/en/south-africa/insights/women-and-investing/four-reasons-to-invest-in-an-ra?role=Individual+investor&utm_campaign=women-and-investing-2023&utm_content=headin...

15 February Read Article
Industry News

GDP Growth Forecasts For 2023, by Country

02 February Read Article
Guy de Fleuriot

Guy de Fleuriot

Director & Financial Planner
Guy has been an Independent Financial Advisor (IFA) since 2001 when he co-founded a private practice with his business partner, Liesl Vause.

Guy is passionate about helping people live their lives in a fun and meaningful way without having to stress about money.

He enjoys the outdoors, loves good food, wine and meeting new and interesting people. He probably reads too much but is inquisitive by nature.

Guy lives a frugal, fun and peaceful life in a most beauiful little town called Hermanus in the Western Cape, with his lovely wife Sonia.
Liesl Vause

Liesl Vause

Director & Financial Planner
Liesl has been advising and counselling clients since 1998 and soon after completed the Certified Financial Planning qualification. Liesl started the Adroit business with Guy in 2001.

She relates well to people, is empathetic and caring. She loves the outdoors, especially the sea, the beach and the sun. She does a lot of open water swimming, gym, walking and Pilates. Liesl is motivated to see as much of the South African lanscape as possible.

Liesl is married to David and they have a son, Michael in High School, a daughter, Gabi, studying in Mauritius, and two sons, Caylim and Liam, in Perth, Australia.
Nicky Farquharson

Nicky Farquharson

Director & Financial Planner
Nicky's passion is connecting with people and this continued when she joined Adroit in 2011. Nicky thrives on partnering with her clients to develop personalised wealth plans to optimise financial means and ensure peace of mind. Nicky is a Certified Financial Planner and a member of the Financial Planning Institute.

Family, faith and long standing friendships are her cornerstone. She enjoy nothing more than heading to the bush and back to nature to regroup and commune with creatures and creation. Capturing special moments when in nature or with people is a real joy and she is growing in her photography pursuits. Durban North is her home where she lives with her husband, Peter and their 2 sons, Daniel and Matthew.
Pascale Dufour

Pascale Dufour

Advisor Assistant & Client Liaison
Pascale joined Adroit in 2014. Initially employed to assist at reception, she was subsequently promoted to provide administrative support to the advisors. Now, Pascale and Liesl work as a team in which she has learnt to pre-empt Liesl's moves, becoming her right hand woman and continuing to grow and manage their book and client relationships.

In her free time, Pascale can be found on the promenade, in the Pilates studio or planning her next European holiday.

Pascale lives in Umhlanaga with her adopted cat, Douglas.
Chantal Lewis

Chantal Lewis

Advisor Assistant & Client Liaison
Chantal joined Adroit in 2010 and has learnt her set of skills through being given the opportunity to plan client functions, handle day to day queries and intermediary services.

She enjoys being at the frontline answering the switchboard. Chantal works alongside Guy and Nicky providing invaluable support to the advisors, clients and business.

Chantal  is married and has a beautiful little daughter named Rachel. When she is not working, Chantal can be found spending quality time with her family and loved ones, whether it be over a meal or during times of fellowship.

Start investing today!

031 563 4190 | info@afpp.co.za | Adroit Wealth & Capital (Pty) Ltd, 130 Adelaide Tambo Drive, Durban North, 4051

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