What are the opening hours?

Monday 08:30 - 16:30 Tuesday 08:30 - 16:30 Wednesday 08:30 - 16:30 Thursday 08:30 - 16:30 Friday 08:30 - 16:30

Baruk Wealth

Protecting and growing the wealth & legacy of South African families and businesses with expert advice.

28/08/2026

Estate planning isn’t something you only think about later in life.

If you’re building assets, investments, property or a business, there’s another question worth asking:
What happens to everything you’ve built if you’re no longer there to manage it?

A valid will helps provide clarity around your wishes and how your estate should be handled. Succession planning takes that thinking further by considering how responsibilities, ownership or a business may continue or transition.

It’s not simply about preparing for death. It’s about protecting continuity, providing clarity and thinking intentionally about the legacy you’re building.

09/08/2026

Your strength is seen. Your resilience is admired. Your impact reaches further than you may ever realise.

Whether you’re building a career, raising a family, chasing a dream, supporting others, or simply showing up each day with courage, this month is a celebration of you.

Here’s to the women who continue to break barriers, create opportunities, and leave the world a little better than they found it.

Happy Women’s Day from the Baruk Wealth team. 💙

23/07/2026

A plan that suited your life a few years ago may no longer provide the protection or opportunities you need today.

Whether you've changed jobs, grown your family, bought a home, received a salary increase, or you're simply working towards new financial goals, it's worth taking the time to review your financial strategy.

A financial review helps ensure that your:
• Life Cover still protects your loved ones.
• Disability Cover matches your income and lifestyle.
• Investments remain aligned with your goals.
• Retirement planning stays on track.
• Estate planning reflects your current wishes.

If it's been more than a year since your last review, or you've recently experienced a major life change, we'd love to help you make sure your financial plan is still working for you.

17/07/2026

Building long-term wealth isn’t about one perfect decision, it’s about the habits you build over time.

Small, consistent actions today can make a significant difference tomorrow.

If you’re ready to build a financial plan that grows with you, we’re here to help!

Financial tips, finances, wealth, finance south africa, financial advisor, Invest

01/07/2026

Meet David van Niekerk, one of our dedicated Financial Planners.

When he's not helping clients work towards their financial goals, you'll most likely find him spending quality time with his family. Whether it's fishing, camping, or enjoying a day at the beach, David values making memories with the people who matter most.

His passion for building lasting relationships extends into his work, where he's committed to helping clients navigate their financial journey with confidence and clarity.

We're proud to have David as part of the Baruk Wealth team.

26/06/2026

Turns out we’re not just financial advisers… we’re also professional hand-shakers. 🤝😂

A little fun around the office while getting to know the team a bit better. Tag the colleague, friend or family member who would definitely be getting the most handshakes in this reel. 😂

21/06/2026

Today, we celebrate the fathers, grandfathers, and father figures who work tirelessly to provide, protect, and build a better future for those they love.

The lessons they teach, the sacrifices they make, and the example they set leave a lasting impact that extends far beyond today.

From all of us at Baruk Wealth, we wish you and your family a happy and blessed Father’s Day.

16/06/2026

Today, we celebrate the courage, ambition, and potential of South Africa’s youth.

Youth Day is a reminder that the future is shaped by the decisions, actions, and dreams of the next generation.

Whether you’re building a career, starting a business, pursuing your studies, or taking your first steps towards financial independence, every journey begins with a single step forward.

Here’s to the young people who continue to learn, grow, lead, and inspire.

Happy Youth Day, South Africa 🇿🇦

03/06/2026

Meet Jeandre 👋

Financial planning is serious business… but that doesn’t mean we have to take ourselves too seriously all the time.

When he’s not helping clients work towards their financial goals, you’ll probably find Jeandre enjoying a black coffee (strictly for the health benefits, of course) and convincing himself that dessert doesn’t count afterwards. 🍫☕

At Baruk Wealth, we believe great financial advice starts with real relationships. Getting to know the people behind the advice is just as important as understanding the numbers.

We’re proud to have Jeandre as part of the team.

01/06/2026

Interest rates have increased again. The question is: what does that mean for your finances?

A small increase might not sound like much, but when it affects your bond, vehicle finance, credit cards, and everyday cash flow, the impact can add up faster than you think.

Moments like these are a reminder that financial planning isn’t something you do once and forget about. Your debt, budget, savings, investments, and protection plans should be reviewed regularly to make sure they still align with your goals and current reality.

If it’s been a while since you’ve reviewed your finances, now could be the right time to take a fresh look.

🌐Visit our website to book a free consultation with one of our advisors today!

Address

Port Elizabeth

Opening Hours

Monday	08:30 - 16:30
Tuesday	08:30 - 16:30
Wednesday	08:30 - 16:30
Thursday	08:30 - 16:30
Friday	08:30 - 16:30

Website

https://www.sanlamadvice.co.za/bluestar/conceptwealth-baruk

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