PAARL FINANCIAL ADVISOR

Firm	Autus Private Clients
Suburb	Paarl
Address	Polo Village Offices D2, Val de Vie Estate, Paarl, 7646 See Map
GPS	-18.965096, 33.802950
FSP Licence	4766
Languages	English, Afrikaans (in order of proficiency)
Email
Tel
Website	www.autusprivateclients
Qualifications
CFP® MCom (Business Management) Hons BCom (Economics)

CONTACT Christo Malan NOW

COMPULSORY INFO REQUIRED

First Name:

Surname:

Email Address:

Mobile number:

Suburb:

Province:

Service Required:

I certify that my query relates to services that I require,
and is not a product or service offering from myself.

Description:

Other (specify):

Age Group:

Cellphone No.

Landline No.

Preferred Mode of Communication

Landline

Cell

Also send copy of email to myself:

Your Name: Your Email:

Recipient Name: Recipient Email:

Click here to add more Recipients

Message:

Retirement
Investments
Estate Planning
Life and Disability
Offshore Investment

FOCUS

Autus is committed to enhancing clients' financial well-being, offering comprehensive services in pre- and post-retirement planning, local and offshore investment strategies, and fiduciary services like Will drafting, estate planning and power of attorney.

OTHER SERVICES

Tax Planning, Fiduciary Services

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Companies through which more than 30% of income is derived:
Allan Gray

45 Years Financial Services experience with 23 years as Wealth Advisor

Autus Private Clients, led by Christo Malan, a founding member of the Allan Gray Advisor Forum, specialises in financial planning and wealth management. Their team includes skilled planners with four Certified Financial Planner (CFP®) professionals focusing on wealth accumulation and protection. As an independent firm, Autus is committed to enhancing clients' financial well-being, offering comprehensive services in pre- and post-retirement planning, local and offshore investment strategies, and fiduciary services like Will drafting, estate planning and power of attorney. Their holistic approach integrates tax, legacy, and risk planning, ensuring clients' financial affairs are managed effectively. Recognised for excellence, including being named the Best Advisor Firm in South Africa in 2019 by International Advisor London and receiving consistent client service and financial planning accolades.

Received 4 Raging Bull awards as portfolio manager and accolades from International Advisor in London.

Minimum Levels of Premium/Investment accepted	Lump Sum: R50000.00 Recurring monthly: R1000.00
Remuneration	Fee and Commission
Legal structure of employer	(Pty) Ltd company
Number of staff	11 - 20
Indemnity insurance	Insurance: no