| Firm | Dunvegan Wealth Management |
| Suburb | Constantia | Map |
| Address | 2nd Floor, Madison Place, Alphen Business Park, Constantia Main Road, Constantia, Cape Town |
 FSP Licence |
37122 |
| Languages | English, Afrikaans (in order of proficiency) |
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| Tel | 0214184344 |
| Cel | 0795225320 |
| Fax | 0862319167 |
| Website | www.dunveganwealth.com |
| Qualifications |
CERTIFIED FINANCIAL PLANNER® |
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| Services | Retirement Planning Investments Estate Planning Life and Disability Assurance Business Assurance Offshore Investments Group Schemes |
Private Banker at Nedbank Private Wealth
Senior Relationship Manager at Barclays Wealth
Financial Advisor at Lloyds TSB
Personal Banker at Barclays Bank
Dunvegan Wealth Management was founded by Carl Liebenberg in 2008, after successful stints at RMB Private Bank and Clade Asset Management. In 2012, Shaun Burrow merged his practice with Dunvegan to add his offshore private banking and wealth management experience.
We're a boutique firm, specialising in providing high level financial planning and investment management solutions to cleints with significant offshore/international assets.
At Dunvegan we listen to what our clients require before providing then with solutions, no matter how complex the need. We do not sell products and are completely independent.
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We generally use low cost ETF's or invest in securities directly.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R100,000
Recurring monthly: R500 |
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Remuneration |
Fee OR commission |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff in Financial Advisor organisation | 3 - 5 |
| Indemnity insurance |
Insurance: yes Value: R1,000,000 |
