About us.
Mindful Partnerships
At the heart of our work is a deep commitment to guiding people toward living their best, most fulfilling lives. We specialise in helping families and individuals manage their resources with confidence, using financial life planning to uncover what truly matters to them.
Where sophistication meets a warm, personal touch, our space invites you to feel at home with a welcoming smile, freshly brewed tea or coffee, and a selection of delightful biscuits.
We look forward to making your visit exceptional in every way.
Our story.
Wealth Planners (Pty) Ltd was founded in 2009 by Keith McDonald, building on his 19 years of experience at Standard Bank, where he served as a senior wealth manager and trustee for their retirement fund. Today, our team of four Certified Financial Planners®—Keith, Vivienne, Riaan and Fabio—brings together over 70 years of expertise in financial services.​​
Meet the team.
Keith McDonald CFP®
Founder | Director | Financial Planner
Fabio Brogneri CFP®​
Financial Planner
Vivienne McDonald CFP®, TEP
Director | Financial Planner
Karen Simpson​
Executive Administrator
Riaan Pretorius CFP®, FPSA®
Director | Paraplanner
Kayla Nell​
Client Service Associate
These are the pillars of our relationships.
Reliability
Trust is established and built with each promise kept, conversation heard and expectation met.​​
Mindfulness
We understand the emotional and logistical concerns around responsible wealth management and charitable giving.
Family Values
To be truly supportive and encouraging, warm family values and authenticity are integral to our relationships.
Impartial Advice
When shaping the landscape of your legacy, our only bias is towards your current and future needs.
People-Centric
We believe that your wealth can empower your family and generations to come. Your people matter to us.​​
Simplicity
We prioritise developing insight into your unique situation. Once we have understood the complexity, we focus on the few things that really matter to you.