How we work with you.

Your wealth, managed by people who know you.

Sterling Private Wealth pairs the personal attention of a wealth manager with institutional strength. Our team follows a structured financial planning process, built around understanding your goals and each one’s unique circumstances, before recommending anything.

How we work with you.

Your wealth, managed by people who know you.

Sterling Private Wealth pairs the personal attention of a wealth manager with institutional strength. Our team follows a structured financial planning process, built around understanding your goals and each one’s unique circumstances, before recommending anything.

About Us

Our Story

In May 2002, Lesley Hohne and Graydon Morris, together with a third partner, left the corporate world of Alexander Forbes to build something of their own. They had spent years inside one of the most established names in the industry, learning the craft, serving clients, and understanding the responsibility that comes with financial advice.

But over time, they saw something that troubled them.

The relationship between advisor and client was becoming less personal. People with deeply individual hopes, fears, responsibilities, and dreams were too often being treated as entries in a system – processed, categorised, and managed at scale.

Lesley and Graydon believed wealth advice should feel different.

They believed a client’s financial life should never be reduced to a file, a number, or a product. It should be understood in full: the family behind it, the business behind it, the life behind it, and the future it is meant to protect.

So they left.

And they built Precept Wealth Solutions.

Those early years shaped everything that followed. In 2005, Joubert Strydom joined Precept as a wealth manager, bringing not only expertise, but a shared conviction that good advice begins with listening. A year later, in 2006, James Guimaraens joined the team, adding further depth, care, and capability to a growing practice built around trust.

As the business matured, so did its vision.

In 2008, Sterling Private Wealth was established, marking the beginning of a new chapter. Joubert joined as a shareholder in the new business — a natural reflection of the trust, alignment, and shared purpose that had been built over the years.

The name Sterling was chosen deliberately.

It speaks of quality without compromise. Of worth. Of something that holds its value over time.

Private Wealth says just as much. Because to us, wealth is not simply financial. It is personal. It is private. It is connected to family, legacy, responsibility, independence, and peace of mind.

Your financial life is not a category.

It is yours alone.

And it deserves to be treated that way.

In 2009, Russell Gibson joined Sterling as a wealth manager, completing the core of the team. In time, both James and Russell became shareholders in the business — a natural progression that reflected their commitment to Sterling’s values, its clients, and its future.

Through every stage of growth, the heart of the business remained the same.

Integrity.

Not as a word on a wall, but as the lens through which every conversation is held, every recommendation is made, and every relationship is built.

In late 2025, Joubert Strydom retired after more than two decades of dedicated service — first at Precept, and later as a founding shareholder of Sterling. His contribution to the culture and character of the business is woven deeply into who we are today. His care for clients, his steadiness, and his commitment to doing things properly remain part of Sterling’s foundation.

More than twenty years after that first decision to step away from the corporate world, Sterling has grown into a team of partners, advisors, and dedicated support staff.

Our business has evolved.

The world has changed.

Clients’ lives have become more complex.

But the belief behind Sterling has never changed.

We are here to walk the journey with our clients — personally, carefully, and with integrity.

Because wealth is never just about money.

It is about the life behind it.

About Us

How We Work

Our wealth management approach is built on six principles that shape every client relationship. These aren’t marketing promises – they’re the standards our team is held to, and the reason most of our clients come to us through personal referrals.

1 - A two-way partnership with our clients

Your goals set the direction. We bring the expertise, the research and the discipline to get you there - but the strategy is always a conversation, not a presentation.

2 - Personal interaction

We invest the time to understand your values, your concerns and your ambitions. Effective financial planning demands that depth of understanding, and it only comes through genuine, ongoing engagement.

3 - Simplicity First

Wealth management involves many moving parts. We keep things as simple as possible, while ensuring every complexity is properly addressed - never the other way around.

4 - Cost-containment

Our scale and focus on simplicity allow us to negotiate competitive fee structures on behalf of clients.

5 - Long-term relationships

We build for decades, not quarters. That applies to clients and to the service providers we partner with — consistency creates better outcomes over time.

6 - Independence

We’re not tied to any product house or fund manager, while still having our researched house view. Independence allows us to place your wealth with the most appropriate providers, without compromise.

A Recognised Six-Step Process

As CERTIFIED FINANCIAL PLANNER® practitioners, our team follows the internationally recognised six-step financial planning process. It provides structure and accountability at every stage of your financial journey.

1 - Client Engagement

We begin with a conversation to understand who you are, what matters to you and whether we’re the right fit for each other.

2 - Gathering Information

We collect the financial detail needed to build an accurate picture: assets, liabilities, income, expenses, existing structures and insurance.

3 - Analysis & Assessment

Your information is analysed against your goals, risk tolerance and time horizons to identify gaps, opportunities and priorities.

4 - Recommendations

We present a clear set of recommendations -explained in plain English - covering investments, estate structures, risk cover and tax efficiency.

5 - Implementation

Once you’ve approved the plan, we coordinate implementation across all providers, ensuring nothing falls through the cracks.

6 - Ongoing Review

Your plan is reviewed regularly and adjusted as your life, goals and markets evolve. This is where the real value of a long-term advisory relationship shows.

BAcked by merchant west

Part of the Merchant West Group

Sterling Private Wealth is a member of Merchant West, a diversified South African financial services group. This backing provides institutional strength, operational continuity and more in-house expertise –  while Sterling retains full independence in the advice it gives.

Merchant West’s group includes asset finance, capital markets, working capital solutions, fleet management and asset management  — meaning your adviser can draw on a wider ecosystem when your needs extend beyond traditional wealth management.

About Us

Legal and Compliance

Financial services in South Africa are complex and highly regulated. Part of our role is to interpret and explain the relevant requirements in the context of your situation – keeping things as simple as possible while remaining fully compliant.

Legislation requires that we provide you with certain legal information about ourselves. Our key compliance documents are available for download below. If you need something specific, please email us at: info@sterlingwealth.co.za.

STERLING PRIVATE WEALTH

STERLING PRIVATE CLIENT ASSET MANAGEMENT

PAIA Manual

Our Compliance Officer is Mr JB Joannides (CO3485).

Contact No: (011) 234 4921/91 

Email : justin@cruxconsulting.co.za

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.