Providing Tailored Client-Centric Solutions for Offshore Investments.
Richard Schwulst brings extensive expertise to the South African wealth management landscape, having honed his skills while serving high-net-worth individuals in the region.
Armed with a Bcom in Financial Management and Marketing, as well as a Post Graduate Diploma in Financial Planning, Richard's credentials exemplify his commitment to financial excellence. As a distinguished investment analyst and wealth manager, he is an integral part of Lourens Reicherts Team, dedicated to ensuring your financial prosperity.
Richard's strengths lie in his personalized and attentive client support. By harnessing this approach, he empowers his clients to achieve greater heights in their financial portfolios. He achieves this by integrating offshore tax-efficient investment strategies, encompassing both local and global retirement planning, comprehensive risk mitigation, management of international trusts, meticulous educational financial planning, and strategic overseas property investments. This holistic methodology presents an unparalleled solution to address your global financial aspirations.
- Bcom Financial Management and Marketing
- Post Graduate Diploma in Financial Planning
- NQF Level 8