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Key Mentors In Wealth

About Us

Established in 2017, KM Wealth Partners is a fully independent Financial Services company, built upon years of international and local experience in the financial sector. Through our extensive experience, constant innovation, and the use of robust portfolios that over time have exceeded the market average, we've distinguished ourselves from the competition. We've designed our investment portfolios in conjunction with leading experts of the investment industry - a partnership that allows us to provide our clients with transparent investment solutions, mentorship, and relevant updates on market themes, and ultimately, empower them to make informed decisions about their wealth. As an owner-run company we are fully invested in our brand and constantly strive for the best returns and service for our clients.

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ZERO CONFLICT OF INTEREST WITH ANY OF OUR PRODUCT OT SOLUTION PROVIDERS
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50 YEARS COLLECTIVE EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY
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FSCA LICENCE APPROVED
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OFFICES IN JOHANNESBURG, DURBAN AND CAPE TOWN
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INDEPENDENT FINANCIAL ADVISORS
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ROBUST PLANNING PROCESS

What We Offer

Investment

KM Wealth in conjunction with Analytics, our Discretionary Fund Manager, makes use of a building block approach when constructing our portfolios. Our robust portfolios are designed to match the time horizon of when your needs for income will be, the longer the investment term the more growth assets the portfolio contains. In building the portfolios we make strategic asset allocation decisions as well as geographic allocation decisions. We make use of well-respected local and international asset managers who have proven track records of long term outperformance and blend these with passive index trackers to reduce overall costs and thereby achieve the real returns mandated for each portfolio. We then utilize the Elite planning tool to create a bespoke personalised financial plan for each client thereby giving your long term objectives both structure and a goal.

Risk Cover

Risk cover is a crucial part of financial planning but products should be simple yet comprehensive. Your financial exposure is typically highest at a younger age but your needs will change over time, as such it is vital that constant reviews are done on your risk cover. As one progresses through the life stages your asset base should grow and this coupled with no dependants should see your risk needs fall away. There can of course also be a need for business assurance or trust assurance, and a properly structured life policy can assist an estate with liquidity in a time of need. It is always important to understand premium patterns and that cash backs always favour the house. At KM Wealth we firmly believe that you should insure with a Life Company but you invest with an Investment Company.

Latest Industry Updates

Current Market Views June 2022
June, 2022

Inflation fears have roiled markets since the start of the year. Markets have de-rated and are pricing in many interest rate hikes that may potentially lead to a recession. The All Countries World Index is down 21% this year and the tech heavy NASDAQ Index is down over 30% this year.

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Economic and Market Overview June 2022
June, 2022

Deglobalisation: Is Local Always Lekker? Once again global leaders met together in Davos in late May for the annual meeting of the World Economic Forum. Of the many topics headlined for the event, including climate change and the war in Ukraine, the theme of “deglobalisation” has been met with much anticipation, particularly from market participants and global investors.

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Economic and Market Overview May 2022
May, 2022

Could Chinese Policy Derail Global Growth? Chinese citizens have once again been plunged into full or partial lockdown in order to curb the spread of Covid-19 cases within the country. Since the beginning of the pandemic China has adopted a hard-line zero Covid policy, using measures such as lockdowns, border closures, quarantining and mass testing to quell the virus. The recent uptick in Covid cases has resulted in both Shanghai and Beijing, together the largest cities in China, being placed under severe lockdown restrictions.

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Testimonials

" We have had a great rebound, and our financial advice from Marc de Fondaumiere shows very clearly how KM Wealth manages their clients on a personal basis to suit the client's short, medium and long term financial needs. I say it again, we feel extremely confident in having our investments in your hands and that of KM Wealth, in secure and balanced investments. Our son was right when he said dad, you and mom should talk to Marc in looking to secure the way forward. We are very happy that we did. Marc thanks again for your excellent service. So very much appreciated! "

Dave Hathrill

7 May 2020

" Thank you for the incredible advice and guidance on all of my financials. I have never felt more comfortable about planning for my future, and I seriously need a lot of support on this. I am looking forward to seeing my investments grow with you and KM Wealth! "

Damian Potter

July 2019

"KM Wealth have been a tremendous help over the years in assisting me with my finances through job changes, investments, retirement plans as well as saving for my children. I generally need a lot of information, and detail to work with. KM Wealth team have never wavered giving me answers or being patient. One of the main reasons I moved my business to KM Wealth was due to their integrity at every stage. I have never been blindsided, told an untruth, or felt that I was not the most important client in the room. I would recommend anyone to work with this amazing company. Thank you for always having my best interest at the fore."

Nicola Steyn

June 2020

Meet Our Team

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Darryl Horney
Independent Director

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Kevin McEvoy
Co- Founder and Director

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Marc de Fondaumiere
Co-Founder and Director

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Bruce Morris
Wealth Mentor

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Chaney Petersen
Executive Assistant

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Guy Carosin
Wealth Mentor

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Justin de Fondaumiere
Wealth Mentor

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Emily Broodryk
Para-planner and Executive assistant

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Travis Wilkinson
Senior Wealth Manager