Independent Financial Advice

Your life circumstances are unique, and investment choices can be complex. Let’s work together to find your ideal strategy.

Harcourt Martens & Associates is an independent financial services provider.

    Independent Financial Advice

    Harcourt Martens & Associates is an independent financial provider.

    Your life circumstances are unique, and investment choices can be complex. Let’s work together to find your idea strategy.

      Responsible Investing

      If your money is under your mattress, it can’t work while you sleep.

      Independent

      We pick investment strategies that are the right fit for you. Our independence means that we can access a wide range of investments products.

      Long-term orientated

      We’ve been around for 30 years and we’ve helped client wealth pass through generations.

      Keeping it simple

      We want you to understand your investment choices fully. We aim to strip out complexity and empower you to ask the right questions.

      Think global, act local

      We’re based in South Africa but your investment strategy doesn’t have to be.

      Transparent about fees

      Investment fees are often misunderstood and it’s hard to compare apples with applies.

      What we offer

      We offer a wide range of financial services, including investment advice (local and offshore), retirement planning, wealth management and estate planning.

      How we work

      We maintain personal relationships with our clients and follow best practice when it comes to preparing financial reviews and offering advice.

      About us

      Investments might be fancy, but we’re not. Our roots are humble and we’ve got a proud track record of caring for clients for 30 years.

      What we offer

      We offer a wide range of financial services, including investment advice, retirement planning, wealth management and estate planning.

      About us

      Investments might be fancy, but we’re not. Our roots are humble and we’ve got a proud track record of caring for clients for 30 years.

      How we work

      We maintain personal relationships with our clients and follow best practices when it comes to preparing financial reviews and offering advice.

      Our Happy Clients and what
      they have to say

      Private client, 24 April 2020

       

      Mike, we’ve been associated for more years than I care to count now – and I’ve always had great confidence in you and your associates as financial advisors. I have only ever modified my investments when you have said that it was appropriate – and we’ve certainly been through some ups and major downs over the years. And I believe that its due to your advice (and my taking it!) that I am still able to live at a reasonable level.

      Private client, 10 February 2021

       

      As always we felt reassured and are happy that our funds are in Mike and Danielle’s excellent hands.

      Client operating a Non-profit Organisation, 8 May 2021

       

      Thank you for being so prompt, ….What would we do without the staff of Harcourt Martens and Associates?  We would never have been able to run this programme successfully and for so many years without all your assistance,  both practically and financially.