Experienced Individual

You’ve earned success—now let’s fortify it. We help you de-risk before building real wealth, growing investment portfolios, estate plans, and tax strategies to shield your legacy while creating opportunities for generational impact. Whether you’re planning retirement or philanthropic goals, we ensure your wealth aligns with your values.

Experienced Individual

You’ve earned success—now let’s fortify it. We help you de-risk before building real wealth, growing investment portfolios, estate plans, and tax strategies to shield your legacy while creating opportunities for generational impact. Whether you’re planning retirement or philanthropic goals, we ensure your wealth aligns with your values.

Experienced Individual

You’ve earned success—now let’s fortify it. We help you de-risk before building real wealth, growing investment portfolios, estate plans, and tax strategies to shield your legacy while creating opportunities for generational impact. Whether you’re planning retirement or philanthropic goals, we ensure your wealth aligns with your values.

Your Needs Come First

You’ve spent decades building a career, a legacy, and a life of impact. Now, as retirement approaches or evolves, the stakes are higher: preserving wealth, optimising taxes, and ensuring your hard-earned assets support your goals—and those of future generations. You need a partner who sees the full picture, blending prudence with innovation to keep your finances as dynamic as your life. Let’s turn complexity into clarity, so your wealth thrives long after the payroll ends.

Our Solution

For seasoned professionals like you, generic advice won’t cut it. Orca’s advisors specialize in navigating the nuanced challenges of wealth preservation. With 20+ years of designing tax-efficient portfolios, intergenerational trusts, and retirement income strategies, we’ve helped SA’s established individuals transition from accumulation to legacy-building. Our deep ties to legal and tax experts ensure every decision aligns with your ambitions, from globetrotting retirements to philanthropic ventures.

Let's Make It Happen

Your wealth should outlast your career. Let’s design a future as purposeful as your past.

Meet Your New Team

Meet Your New Team

Meet Your New Team

Contact Us

We’re here to listen, not pitch. Let’s talk solutions, not sales.

Contact Us

We’re here to listen, not pitch. Let’s talk solutions, not sales.

Contact Us

We’re here to listen, not pitch. Let’s talk solutions, not sales.

An Authorised Financial Services Provider FSP 47017.

An Authorised Financial Services Provider FSP 47017.

An Authorised Financial Services Provider FSP 47017.