Resolute Wealth Management is officially celebrating it’s 20-year anniversary. Back in 1997, I was fortunate enough to be given the opportunity to join a leading and established wealth management firm where I had the opportunity to learn about the industry, personal financial planning and gain invaluable experience.
When we started in January 2004, the financial industry was changing fast and for the better, particularly for investors. There was a definitive shift from insurance type investments towards the more transparent and better performing asset management driven investments. In addition, tighter and stricter legislation was introduced (FAIS and FICA) to further regulate the industry and protect investors.
My vision was to create an independent wealth management practice that would place investors front and centre. By partnering with the best investment houses which shared this common goal we set about creating a business that offered independence, transparency, low costs, and ultimately consistent and superior investment outcomes for our clients.
Founding Resolute Wealth Management felt right and with the support and encouragement of my wife and family I took the plunge and launched RWM in January 2004.
From our humble beginnings operating out of a two-bedroom apartment on the top of Thebe House in Rosebank to our current beautiful Head Office in Bryanston the journey has truly been beyond my wildest expectations and dreams.
Navigating the financial planning sector has never been without its challenges. Over the past two decades, we have weathered market fluctuations, 2000 Tech bubble, 2020 Covid-19 Pandemic, war, economic uncertainties, global political turmoil, and evolving regulatory landscapes. Yet, through it all, your trust and confidence in our services have been a guiding light. Your partnership has motivated us to continuously adapt, innovate, and deliver the superior financial advice that sets us apart.
In the last 20 years, business has been rewarding with many highlights, eg. launching Resolute Asset Management, offering fiduciary and tax services to reaching R5 billion Assets under Management.
To our clients: I’m so appreciative and honoured that you have placed your trust and life savings in our hands. I would like to thank you, our clients, for the support and belief in us and our ability to help you achieve your financial goals.
The RWM team is continuously enriched by the people that we’ve met and worked with over the past two decades. Many of these people have also become friends, allowing us to grow and prosper together. Thank you for your unwavering commitment and great relationships.
To our team members: To be in business for 20 years requires having incredible people in your organisation. I am so grateful for the opportunity to work every day with a group of dedicated, talented, passionate, and caring people. Your willingness to give of yourselves and help each other is very special and is deeply admired. You are the backbone of the business and what has enabled us to grow and stand tall in the Financial Services industry.
To our partners: I would also like to thank the partners we collaborate with to deliver incredible work that makes a positive, sustainable impact on our client businesses. We are proud to work with you. I would like to make a special mention of thanks to Vicky and her Team at Morningstar who have journeyed with us over the past decade ensuring that our Model Portfolios have consistently delivered superior returns and at very competitive pricing which has benefited both our clients and business.
We invite you to join us in celebrating Resolute Wealth’s 20-year anniversary at our next client presentation on 24 April 2024, at Bryanston Country Club. Thank you for an incredible two decades. We look forward to being of service to you and celebrating many more milestones with you and continued success together.