Let us help you achieve your financial goals.

Investing and saving a port ion of your wealth is essential to achieving your long-term financial goals. We all have different starting points, personal preferences, and end-goals. To accommodate this diversity and to help you make the most of your money, we offer a comprehensive range of solutions with different levels of risk and potential returns.

Whatever your financial needs are or whether you’re planning for future events such as that special holiday, your child’s education or retirement, Lynnwood Wealth will help you achieve your financial goals with tailor-made solutions.

Financial Planning

Professional advice is crucial for successful financial planning.

If you’ve called on the help of professionals to give you medical or legal advice, you’ll know that there’s nothing like professional training in a specialised field to set you on the right path. Our financial planners are authorised by Sanlam and are all fully licensed in terms of the Financial Services Board Regulations. Consulting a specialist is essential to help guide your important financial decisions.




Making smart choices about your savings throughout life can help you retire comfortably.

A comfortable retirement starts with saving as soon as you can and ends with managing your savings well once you are retired. There are three important parts to preparing for and enjoying a worry-free retirement.

  • Saving for retirement
  • Retirement Preservation
  • Retirement Income


Protect your financial well-being by insuring yourself and your loved ones.

We cannot predict unfortunate events such as sickness, accidents, death or theft. However, these events can have a significant impact on your financial well-being. With our comprehensive range of insurance products tailored for South Africans, you can have peace of mind that you will be able to cover unplanned expenses or a loss of income.


Make your money grow with our diverse range of investment solutions.

We all have different reasons why we want to grow our money and different preferences for how we want to do it. To help you meet your goals and dreams while still enjoying the lifestyle you want today, we offer a wide range of investment options that accommodate different investor risk and return preferences. Speak to one of our financial planners to ensure you make the best decision for your circumstances and needs.