Our Team
Ari Blumenfeld
Dedicated wealth advisor for high-net-worth individuals, executives, and families – specialising in retirement planning, estate planning, investment management, and offshore structuring with a clear, methodical approach.
“Man is not disturbed by events, but by the view he takes of them.”
Our Team
Who am I?
Early in my career I learned how important a sound financial plan is, and realised I genuinely enjoy helping people achieve their goals and find peace of mind.
That led me to wealth management, where I assist clients with complex estate and family planning, investment management, and the emotional and behavioural decisions that come with it.
Having someone to guide those decisions, particularly during uncertain times, can make all the difference.
Our Team
Who Do I Work With?
High Net Worth individuals, corporate executives, business owners, entrepreneurs and families, helping them build wealth during their working years and guiding them through the transition into retirement. Through genuine collaboration, I take the time to understand each client’s unique lifestyle, financial needs and objectives, and develop sound, long-term strategies for them and their families, whether locally or offshore.
Our Team
My Approach
01 - Ownership
I take full ownership of every action and recommendation, ensuring nothing falls through the cracks.
02 - Guidance
I provide clear, informed guidance at every stage, so my clients can make decisions with confidence.
03 - Relationships
I believe that a strong, trusted relationship with each client is the foundation of effective wealth management.
04 - Communication
I keep communication concise and transparent, so my clients are always informed without being overwhelmed.
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Outside Of Work
Outside of work, I love spending time with family and friends, travelling to explore new corners of South Africa and the world, and unwinding on the golf course or at a good wine farm.
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If You Remember One Thing
Above all, I want my clients to know that they have a trusted professional in their corner, someone who genuinely has their best interests at heart and is committed to helping them succeed.
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Memorable Moment
The longer you do this, the more you realise it was never really about the spreadsheets. It’s when a client opens their front door, pours you a coffee and starts telling you things they haven’t told anyone else. Somewhere along the way you go from financial advisor to trusted confidant and occasionally, unofficial family referee. That’s when you know you’re doing it right.
Our Team
What It's Like Working With Me
My approach to financial planning is clear and methodical, ensuring every objective is properly accounted for and managed. I simplify the complex so that my clients understand their own plan, giving them peace of mind and the confidence to stay focused on the long term while still addressing their current and short term needs.
Your Next Step
The first step is a conversation.
Go beyond ordinary advice. Start a conversation with Ari today.
