Through Exceed Asset Management and Exceed Private Client Services we provide financial services across the spectrum of private client requirements. All our activity is scrupulously regulated and managed by an accomplished and experienced financial planner, Suzette van Niekerk, from our Somerset West office.

Individual Analysis and Financial Planning

Providing the best advice and management to suit our clients’ financial requirements with a comprehensive requirements analysis that includes:

Because our private client services are provided from within the larger Exceed-group you benefit from a host of expert skills and resources not found in more constrained financial services providers. This not only increases your financial advantage but also means you can depend on a higher level of substance and dependability from our investment and financial advice.