GRADIDGE MAHURA INVESTMENTS: COMPANY PROFILE
Gradidge Mahura Investments is a leading independent and 100% black-owned wealth management firm established in 2008. Positioned as The Family Wealth Experts, Gradidge Mahura Investments partners with families, professionals and entrepreneurs to build, protect and transfer generational wealth. With a national footprint, the firm provides comprehensive advisory solutions across investments, risk management, retirement planning, estate planning, fiduciary services, tax planning and corporate employee benefits.
IDEAL CLIENT
Gradidge Mahura Investments serves high net worth individuals and families who value a structured, long-term and integrated approach to managing their wealth. Ideal clients seek clarity, partnership and personalised guidance across life stages. This includes professionals, executives, entrepreneurial families and businesses requiring integrated personal and business financial planning.
FINANCIAL PLANNING PHILOSOPHY
Gradidge Mahura Investments follows a philosophy centred on Clarity, Confidence and Continuity, grounded in the values that define the firm’s approach to client service. The practice is built on a relentless commitment to clients, ensuring every decision, solution and strategy is designed with their best interests at heart. Financial advice is delivered with professional expertise, shaped by exceptional technical skills, empathy and lived experience. As an independent practice, Gradidge Mahura Investments upholds true independence, creating tailored plans that reflect each client’s unique aspirations while selecting solutions from the most suitable providers across the market. Every engagement is anchored in confidentiality and respect, creating a trusted environment where families can navigate their financial futures with confidence. This holistic and values-led methodology integrates investment management, risk protection, tax optimisation, estate planning and succession into a unified, adaptable plan that evolves as life changes.
PROFESSIONALISM
Gradidge Mahura Investments maintains the highest standards of ethics, governance and transparent communication. Its advisory team is supported by rigorous compliance frameworks ensuring alignment with FAIS and FPI requirements. The firm has earned multiple industry accolades, including Top Wealth Manager awards, People’s Choice awards and recognition as an FPI Approved Professional Practice of the Year, reflecting consistent excellence, capability and client trust.
FINANCIAL PLANNING FEE
Gradidge Mahura Investments applies a transparent fee model aligned to client complexity, the scope of planning required and the assets under advice. All fees and related costs are clearly disclosed in accordance with regulatory and FPI standards.
SERVICES
Family Wealth Solutions:
- Holistic financial planning
- Investment management
- Risk and insurance planning
- Retirement planning
- Estate planning and wills
- Trust administration
- Tax planning
Corporate Wealth Solutions:
- Employee benefit consulting
- Group risk solutions
- Business assurance
- Corporate investment strategies
- Retirement benefit counselling
- Financial education programmes
- SME accounting and tax services
OTHER RELEVANT INFORMATION
- National footprint: Johannesburg, Cape Town and Durban
- Level 1 B-BBEE contributor
ACCOLADES AND RECENT AWARDS
- Top Wealth Manager for Executives: 2024
- People’s Choice – Top Wealth Manager: 2017, 2018, 2020, 2024
- Top Wealth Manager (Overall): multiple wins including 2018 and 2024
- 2nd Place Top Boutique Wealth Manager: 2020, 2021, 2024
- Financial Advisor of the Year: 2021
- Citywire South Africa Top 50 (2024): six advisers ranked