For over 15 years, Meridian Wealth has provided sophisticated financial advisory and investment management to individuals and families across Sandton and greater Johannesburg. Your ambitions deserve a partner that listens.
What We Offer
We deliver comprehensive wealth management solutions, crafted to protect and grow your assets across every stage of life.
Bespoke portfolio strategies tailored to your risk profile and long-term objectives, managed by our experienced investment team.
Learn MoreComprehensive retirement strategies ensuring financial security and the lifestyle you envision for your golden years.
Learn MoreProtect and transfer your wealth efficiently with estate plans that safeguard your legacy for future generations.
Learn MoreStrategic tax planning to minimise your liability and maximise after-tax returns within the South African regulatory framework.
Learn MoreOur Story
Founded in 2010, Meridian Wealth was established with a single purpose: to provide discerning South African investors with the calibre of financial advice they deserve — transparent, disciplined, and deeply personal.
Headquartered in Sandton, we serve individuals, families, and business owners who seek more than just returns. Our clients want a trusted partner who understands their ambitions, navigates complexity on their behalf, and holds their interests above all else.
Every strategy we craft is underpinned by rigorous research, institutional-grade tools, and an unwavering commitment to fiduciary responsibility. We measure our success not in assets under management, but in the financial confidence our clients carry.
Leadership
Our seasoned professionals bring decades of combined experience in financial planning, investment management, and advisory services.
Chief Executive Officer
With over 20 years in financial services, David founded Meridian Wealth with a vision to provide personalised, transparent wealth management to discerning South African investors.
Senior Financial Advisor
A CFP professional with a decade of experience, Sarah specialises in holistic financial planning, helping clients navigate complex financial decisions with clarity and confidence.
Portfolio Manager
Michael brings 12 years of equity research and portfolio management expertise, with a proven track record in constructing diversified portfolios that deliver consistent results.
Testimonials
Meridian Wealth transformed the way we think about our financial future. Their disciplined approach and transparent communication give us complete peace of mind.
Johan & Liesel Pretorius
Business Owners, Pretoria
The team at Meridian took the time to truly understand our goals. Their retirement strategy has put us years ahead of where we thought we would be.
Dr. Priya Chetty
Specialist Physician, Johannesburg
Professional, knowledgeable, and genuinely invested in our success. Switching to Meridian was the best financial decision we have made.
Andrew & Nomsa Khumalo
Executives, Sandton
Insights
Stay informed with expert perspectives on markets, planning strategies, and regulatory developments.
Why short-term fluctuations should not derail your investment strategy, and how disciplined investors come out ahead.
Common pitfalls that can cost you millions over your lifetime, and the simple adjustments to avoid them.
Maximise your after-tax returns with practical strategies for TFSAs, retirement annuities, and offshore allowances.
Get Started
Take the first step towards financial clarity. Our initial consultation is complimentary and entirely obligation-free. We will listen to your goals, assess your current position, and outline how Meridian Wealth can help you achieve more.