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Financial Planning
A holistic plan that brings your goals, income, assets and future priorities together.
For every stage of life
Financial guidance for every stage of life.
A more secure tomorrow.
Personal financial planning for every stage of life — with clear advice, long-term thinking and a strategy built around what matters most to you.
What we do
Our services
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Investments
Long-term investment decisions built around purpose, time horizon and personal circumstances.
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Insurance
Protection for your income, family and assets when the unexpected happens.
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Retirement Planning
Preparing for financial independence and a retirement aligned with your preferred lifestyle.
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Fiduciary Services
Estate and succession planning focused on clarity, continuity and legacy.
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Trusts
Structured solutions to protect and manage assets responsibly across generations.
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Medical Aid
Guidance on medical aid options suited to your household, healthcare needs and budget.
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Gap Cover
Additional cover designed to help protect against certain shortfalls between medical scheme benefits and specialist charges.
The Baken approach
Three principles. One long-term direction.
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Direction
Understand where you are, where you want to go and what needs to happen to get there.
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Protection
Protect the people, income and assets that form the foundation of your financial life.
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Legacy
Build structures designed to carry what you have created forward with purpose.
The people behind Baken
People before products.
Financial guidance begins with understanding the people, priorities and future behind every decision.
Radie Kotze
Director & Financial AdviserRadie brings extensive experience in retirement planning, investments and wealth management, as well as income protection and risk management.
Leonie Kotze
Short-term Insurance Adviser & AdministratorLeonie supports clients with short-term insurance and administration, contributing to Baken's personal, relationship-led approach.
Meet the wider team
Chrislene Römer
Short-term Insurance Adviser & Administrator
Jeanne Bummert
Medical Aid Administrator
Marilize Geldenhuys
Administrator
Why Baken Wealth?
Advice that is personal, clear and connected.
Personal
Every plan begins with the client's real life, not with a predetermined product.
Long-term
Financial planning evolves with career, family, business and retirement.
Integrated
Investments, insurance, retirement and estate planning should work together.
Clear
Important financial decisions should be understandable, without unnecessary complexity.
Let's talk
Your life changes. Your financial plan should too.
Whether you're starting something new, navigating a life change or reviewing your existing financial arrangements, we're here to help you plan with clarity and confidence.
Let's TalkContact details
Reach out by email or phone and we will gladly guide you from there.
A simple way to start
Please contact me.
Leave your details and prepare a message for the Baken Wealth team to get in touch.