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Sterling Private Wealth

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Independent. Exclusive. Expert-Led.

Facts that speak louder then promises.

Sterling Private Wealth is an independent wealth management group following the internationally recognised six-step financial planning process. Client relationships are built for the long term, and most new introductions come via word of mouth. Sterling is partnered as a Merchant West Group company, providing continuity and strength.

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Krutham 2025

Peoples Choice Award for Private Banks & Wealth Managers

Our employees have over 625 years of collective private wealth management experience.

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Ninety Five percent of our new clients join by referral.

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WHO WE SERVE

Our partnerships are built with those who value independence, discretion, and long-term wealth stewardship.

Entrepreneurs

Plan liquidity events, succession, and life after the deal.

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Executives

Make equity compensation and retirement decisions with confidence.

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Retirees

Create calm, inflation-aware income with regular reviews.

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Families & Legacies

Structure estates, trusts and cross-border matters simply.

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What We Do

Holistic wealth management, designed around you.

Independent, relationship-driven advice.

We provide discreet, independent advice across all aspects of your wealth – from structuring investments locally and offshore, to estate and succession planning, to risk and tax strategies. Every solution is tailored to your life, your goals, and your family’s future.

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Our Services:

Retirement Planning

Tax-efficient strategies, cash flow planning & disciplined saving to secure your financial independence.

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Offshore Financial Services

Global diversification, international structuring & offshore investment strategies for borderless wealth growth.

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Estate Planning

Protect your legacy with tax-efficient structuring, seamless wealth transfer & bespoke succession strategies.

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Bespoke Tax Planning

Personalised tax strategies including trusts, life wrappers & pre- & post-retirement structuring to optimise your wealth.

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Investment Planning

Value-driven portfolio strategies aligned with your long-term goals, not short-term market noise.

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Risk Planning

Holistic risk assessment & bespoke insurance solutions to safeguard your wealth, no matter what lies ahead.

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Insights that matter

Expert Perspectives on wealth, markets & legacy.

Advice, commentary and updates - written by our registered advisors.

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Lisa Kaplan

Associate Director

Lisa holds a Bachelor of Commerce degree with a major in Financial Accounting. She is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute. In addition, she holds the Certificate in Investment Performance Measurement (CIPM®) designation awarded by the CFA Institute. Prior to joining Sterling Private Wealth, Lisa began her career at Investec Private Bank and later served as a Financial Advisor at an independent wealth management firm, which was subsequently acquired by PSG Wealth. Lisa is committed to building trusted, long-term partnerships with her clients, delivering strategic financial guidance that fosters clarity, confidence, and enduring financial success. Lisa is driven by the opportunity to make a meaningful difference in her clients’ financial lives. Outside of her professional life, Lisa enjoys staying active, spending time outdoors, exploring her love of cooking, and spending quality time with family and friends.

‘What we think is what we become!’

Protect Yourself from Fraud!

We have been made aware of fraudulent accounts impersonating our brand and contacting individuals under false pretences. Sterling Private Wealth never solicits business or requests personal information via unofficial channels such as Facebook – Telegram.

Our official communications will always come from @sterlingwealth.co.za email addresses.

If you are contacted by someone claiming to represent Sterling Private Wealth through any other channel, do not engage. Report the account and notify our Operations Director, Tian Nienaber, at info@sterlingwealth.co.za.