Independent financial advice grounded in experience, delivered with care.
FINANCIAL ADVISORY
Comprehensive, independent advice for individuals navigating the complexities of investment, retirement, and estate planning.
Led by Wessel Vermaas, our advisory service is built on the principle that good advice begins with listening.
Our Advisory Service
ICON's financial advisory practice provides comprehensive, independent advice to individuals navigating the complexities of investment, retirement, and estate planning. Led by Wessel Vermaas, our advisory service is built on the principle that good advice begins with listening.
We are not tied to any asset manager. This independence ensures that every recommendation is made in the client's interest and nothing else. The ICON model portfolio suite is built from the full range of solutions available in the market. It provides the perfect building blocks to build resilient and dynamic portfolios for our clients.
Areas of Expertise
What We Help With
01
Retirement Planning
Structuring your investments to provide sustainable income in retirement. We work with clients to understand their lifestyle requirements, assess their existing provisions, and build a plan that gives them confidence in their financial future.
02
Investment Management
Building resilient and dynamic investment portfolios using ICON model portfolios as building blocks. Ongoing monitoring and reviews ensure that each investment remains aligned with the client's objectives as market conditions evolve.
03
Estate Planning
Ensuring that the wealth you have built is transferred according to your wishes, efficiently and with minimal tax consequence.
04
Tax-Efficient Structuring
Organising your investment structures to minimise unnecessary tax exposure while remaining fully compliant.
How It Works
Every engagement begins with a thorough consultation led by Wessel. We assess your current financial position, discuss your goals, and understand your tolerance for risk. From there, we provide a clear recommendation — whether that involves ICON's own portfolios, third-party solutions, or a combination of both.
Ongoing reviews are conducted at least annually. We are always available between reviews for any questions or changes in circumstance.
Begin with a Conversation
Whether you are planning for retirement, managing existing investments, or seeking a second opinion on your portfolio, we welcome the conversation.
CONTACT WESSELICON Financial Advisors (Pty) Ltd is an authorised financial services provider, FSP 53850. ICON Fund Managers (Pty) Ltd is an authorised financial services provider, FSP 50649. All advisory services are rendered in accordance with the Financial Advisory and Intermediary Services Act (FAIS). Should you wish to lodge a complaint, please refer to our Complaints Procedure.