Start with the enquiry form on this page
The fastest way to reach us is through the enquiry form below. Please include your full name, the town or city you are in, and a short note about what you need help with, whether that is a will review, trust structuring, retirement income planning or a wider legacy plan.
If you are acting for a family, business, or estate, tell us who should be included in the first conversation. A little context helps us route your enquiry to the right adviser and respond with practical next steps, not a generic reply.
- Your name and surname
- Your location and preferred branch area
- The type of planning support you need
- Whether you prefer an in-person meeting or online consultation
What to include so we can prepare properly
For estate planning and legacy work, it helps if you mention whether there is already a will in place, whether any trusts are involved, and if there are business interests, property, or family loans to consider. If you are unsure, just say so. We can start with the basics and build from there.
For retirement income planning or plan reviews, include your age range, whether you are still working, and whether the goal is to draw an income now or prepare for a later handover. This gives us a clearer picture and saves time when we come back to you.
- Existing will, trust, or shareholder documents if relevant
- Approximate value of major assets and liabilities
- Any family concerns, such as second marriages or blended families
- Preferred time for us to contact you back
Areas we serve from Stellenbosch and beyond
Our Stellenbosch base supports families and business owners across the Western Cape and further afield. We regularly assist clients in Cape Town, Paarl, Somerset West and Claremont, as well as Johannesburg and Durban. If you are elsewhere in South Africa, video consultation is available.
We understand that many households need calm guidance across more than one generation. That is why we make it easy to start online first, then meet face to face when needed.
- Stellenbosch Advice
- Cape Town Advice
- Paarl Advice
- Johannesburg Advice
- Durban Advice
- Somerset West Advice
- Claremont Advice
- Online Advice
When you can expect a reply
We aim to respond to new enquiries within 1 business day, and often sooner during the working week. If you contact us after hours, over a public holiday, or during a busy period, we will still queue your message and come back as soon as possible.
For urgent estate matters, please state that clearly in the form so we can prioritise the request. In most cases, we will first confirm the type of support you need, then set up the most suitable next step, whether that is a call back, meeting, or document review.
Meet the team behind your enquiry
Your message may be handled by our team in Stellenbosch, including Lukhanyo van der Merwe, Anika Fourie, Sibusiso Dlamini, Megan Naidoo, Ruan le Roux and Zanele Mokoena. Each person focuses on a different part of the process, from estate planning and trust structures to retirement income, family meetings and client support.
That means your enquiry reaches the right person faster. It also helps us keep the conversation clear, especially when several family members or business partners need to be included.
Before you send the form
Please avoid sending long background stories in the first message. A short summary is enough to get started. If you have documents ready, mention that in the form and we will advise what to bring next. If you do not have everything yet, no problem, we can still begin the conversation.
Whether you are building a new plan or reviewing an existing one, the aim is the same: to help assets move cleanly to the next generation, with less confusion and fewer delays.