Our Services

At Rutherford, we believe in building a relationship that goes beyond traditional financial planning and results in a more valuable financial life-planning experience. We partner with our clients over the long-term, guiding them through the various stages of wealth accumulation and protection, in the realisation of their life-long financial ambitions, through sound, independent advice, personalised investment strategies and exceptional service.

A life-long approach to financial management within the context of a long-standing relationship with your experienced financial advisor is most likely to provide appropriate, integrated medical, risk protection and investment plans and to yield the successful wealth management and financial peace of mind that everyone desires. With an appropriate customised plan, meticulous implementation and discipline, sustained incremental growth can become your financial reality.

Our goal is to help our clients achieve success in all aspects of their finances. The planning phase involves analysing your financial goals and constraints, time frames and tolerance for risk and drawing up a realistic financial plan, which is then combined with a recommended investment programme. Medium term savings requirements may take the form of a deposit on a house, a new baby, school, and university fees whereas retirement, wealth optimisation and estate planning are the mainstay of life-long plans.

Implementation focusses on the selection of appropriate products to create an overall financial portfolio that meets specific needs over time while not losing sight of important longer term objectives. In addition, a financial advisor should provide guidance in times of financial market downturns and expertise when tailoring a plan for your changing needs and circumstances. The wisdom and reason that an experienced financial advisor contributes to a relationship can prove invaluable in stressful situations when, left alone, investors tend to make emotional choices that impair their long-term returns and jeopardise their ability to realise a well thought out investment strategy.

Rutherford Wealth is a registered independent Financial Services Provider offering a full range of financial and investment services to individuals, families and businesses.

We partner with our clients over the long-term, guiding them through the various stages of wealth accumulation and protection, in the realisation of their life-long financial ambitions, through sound, independent advice, personalised investment strategies and exceptional service.

Independent Financial Services

Investments

Asset Management
Retirement Planning
Off-Shore Investments
Wealth Management

Health

Medical Aid
GAP Cover
Wellness Programmes
Group Health

Life

Personal Insurance
Business Insurance
Estate Planning
Group Risk

Finance

Structured Financing
Bond Originating
Asset Finance

Short-term

Commercial Insurance
Car & Household Insurance
Structured Insurance

Partner Services

Accounting
Conveyancing
Foreign Exchange
Stock Broking
Fiduciary

Latest Articles

The Importance of having a Valid Will

The Importance of having a Valid Will Sadly, if the news headlines of the past few months have taught us anything, it’s that death is inevitable and we’re never too young to plan for it. Death is never a nice thing to think about, but having a valid will ...

Read more

Looking to Structure your Business or Family Wealth Offshore?

South Africans love South Africa! That is an undeniable truth. The country has its problems - but it is our home.  And for many of us, leaving the country is just not an option. Our families are here. Our friends are here. Our businesses are here. Our lives ...

Read more
Rutherford Model Portfolios (FAQ)

Rutherford Model Portfolios (FAQ)

Frequently Asked Questions What is a model portfolio? Our model portfolios are a professionally blended combination of market-leading unit trust funds which are designed to provide a broad diversification of asset classes and management styles to help invest...

Read more

Start your journey

 

Our Partners

Rutherford is proudly independent and has partnerships with over 50 top tier South African and International Service Providers.  We are well positioned to offer a full range of risk protection and investment solutions.
  • rutherford-financial-partners-absa.png
  • rutherford-financial-partners-allan-gray.png
  • rutherford-financial-partners-auto--general.png
  • rutherford-financial-partners-bonitas.png
  • rutherford-financial-partners-brightrock.png
  • rutherford-financial-partners-discovery.png
  • rutherford-financial-partners-fmi.png
  • rutherford-financial-partners-hollard.png
  • rutherford-financial-partners-king-price.png
  • rutherford-financial-partners-liberty.png
  • rutherford-financial-partners-medihelp.png
  • rutherford-financial-partners-medshield.png
  • rutherford-financial-partners-momentum.png
  • rutherford-financial-partners-ninety-one.png
  • rutherford-financial-partners-old-mutual.png
  • rutherford-financial-partners-profmed.png
  • rutherford-financial-partners-sanlam.png
  • rutherford-financial-partners-santam.png
  • rutherford-financial-partners-sirago-benefits.png
  • rutherford-financial-partners-stratum-gap-cover.png