Financial advice built on lasting relationships
What you can expect from us
Financial advice should help you understand your position, prepare for change and make decisions with greater confidence.
Advice that considers the whole picture
Your investments, protection, retirement, medical cover, business interests and estate plans are considered together as part of one financial strategy.
Independent guidance
Recommendations are based on your circumstances, priorities and comfort with risk, with access to a broad range of suitable financial solutions.
A relationship that develops over time
Regular reviews help keep your financial plan aligned with changes in your family, career, business, health and long term goals.
Specialist knowledge when it matters
Aurum Trust works with trusted legal, tax, accounting and investment professionals when your financial needs call for additional expertise.
Advice grounded in professional standards
You receive advice from professionals who follow recognised industry standards and remain committed to ongoing learning and sound financial practice.
Continuity you can rely on
Aurum Trust’s team-based approach and succession planning help ensure that your advice and service can continue over the long term.
Financial planning that starts with understanding you
Stage 1: Understand - We begin with your present position, responsibilities, concerns and plans for the future.
Stage 2: Plan - We help you build a coordinated plan covering the areas that matter to your circumstances.
Stage 3: Review - As life changes, we review your plan and make adjustments where needed.
Keeping your financial plan relevant
Your financial plan should change when your life changes. Let us know about important developments such as a change in employment, income, family circumstances, business interests or appetite for risk. This helps us keep your advice appropriate and up to date.
Advice designed to continue
Your financial guidance should not depend on one person. Aurum Trust has continuity arrangements in place to support ongoing client service should a member of the team leave, retire or become unavailable.
Experienced people who know your financial story
Gustav Potgieter Snr
Founder and Certified Financial Planner®B.Comm (Hons)
Certified Financial Planner®
since 1997
Gustav Potgieter Jnr
Certified Financial Planner ®Postgraduate qualification in Financial Planning
Certified Financial Planner®
Leoni Holmes
Financial PlannerSince 1995, Gustav Potgieter and Aurum Trust have managed our investments with exceptional care and professionalism. Gustav also serves as a trusted advisor to my two sisters and, having overseen my late mother’s finances with great diligence, was appointed executor of her estate.
Over the years, we have developed complete confidence in his investment guidance and recommendations regarding portfolio adjustments. I can recommend Gustav Potgieter without hesitation.
Access to established providers and specialist expertise
Where appropriate, we work with established financial product providers and trusted professional specialists to help address the different parts of your financial plan.
