Bay Wealth Management was founded in 2003 by Adrian Meistre as a financial services business.
During 2008, Bay Wealth Management entered into a strategic partnership with national company StoneHouse Capital (Pty) Ltd.
StoneHouse Capital is an independent private equity company funded by the Standard Bank and Liberty Group. StoneHouse Capital invests in and partners with leading financial planning practices countrywide.
Bay Wealth Management (BWM) is a holistic financial planning business. We provide quality financial planning and management, advisory and consultation services in the fields of Retirement, Investment and Estate planning.
We focus on the basics of financial planning which lies in understanding our clients’ needs, establishing their financial goals and formulating a strategy on how to achieve or meet those client needs or goals. Our strategy is based on formulating an understandable and focused financial plan. Once the financial planning footprint has been laid we assist in managing and allocating assets according to an agreed risk profile or mandate. We offer advice on structuring estates with estate duty, capital gains tax and income tax in mind. We believe in simplicity and service.
We offer comprehensive Cash Management Services and provide clients with competitive interest rates via access to Institutional Fixed Interest Funds and various Treasury Divisions.
Adrian Meistre is a Certified Financial Planner and a member of the Financial Planning Institute of South Africa with 15 years experience in the financial services industry. Adrian’s past experience includes passing his Attorneys’ Bar Exam, employment with Old Mutual as a Legal Advisor and a stint as Regional Director for Advance Wealth Management (Pty) Ltd., which evolved from the previous financial services division of PricewaterHouseCoopers. Adrian holds a B Juris, LLB degree and a Post Graduate Diploma in Financial Planning via the University of Free State.
Adrian also recently passed both his Regulatory Level 1 examininations prescribed by the Financial Services Board.
Adrian is assisted by Marc Jucker, a BCom Hons & Post Graduate Diploma in Financial Planning graduate.
BWM is registered as a Financial Services Provider in terms of Section 8 of the Financial Advisory and Intermediary Services Act and its compliance is outsourced to Key Consulting.
BWM is party, via StoneHouse Capital, to a joint venture with the professional financial planning practices of Zakly Investments One, managed by Mark Morris and Finmap Financial Services, managed by Brent Keevy.
BWM is a proudly Eastern Cape business with a national footprint of partners.