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

Developing Economic & Financial Trends

Developing Economic & Financial Trends It has often been said that the onset of the Covid-19 pandemic brought with it a period of introspection where focus shifted from the wider world to the here and now.  We battened down the hatches and concentrated o...

Read more

Why you need to consider Gap Cover

Ever-increasing medical expenses are giving rise to bigger and bigger medical aid shortfalls. That is why you need to know the facts about gap cover. Medical schemes have a medical scheme rate, which is the maximum amount they will pay for treatment. In many ...

Read more

What's New in Motor Insurance

Are you driving less? Have you stopped to think about how the pandemic has changed your driving habits? If you were previously commuting to the office and are now working from home, you may find that you are on average driving far fewer kilometres. Social dis...

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