Credence home

Built on Trust. Growing with Purpose.

At Credence, our success is built on strong partnerships and collaboration with trusted providers. We deliver independent, tailored financial solutions that achieve the best outcomes for our clients.

Clear. Committed. Collaborative.

An Authorised Financial Services Provider (FSP No: 54338)

Our Story

Our StoryManifesto

Our values. Our Promise. Our commitment
Financial advisor meeting with clients in a warm modern office
01 Chapter

Independentfinancialadvice

We build on strong partnerships with trusted providers to deliver independent, tailored financial solutions that achieve the best outcomes for our clients.

Mountain peaks rising above morning mist at dawn
02 Chapter

Trustandprofessionalismareourfoundation.

Trust and integrity guide every recommendation we make. Professionalism is not a label for us, it is how we show up in every conversation and every plan.

Steaming cappuccino beside a leather notebook in morning light
03 Chapter

Truthisourcurrency.

Truth is not cold nor rigid. We embrace it with our sleeves rolled up and coffee in hand.

Table Mountain and the Cape Town coastline at golden hour
04 Chapter

Alignedwithwhatmattersmost.

Every solution is shaped around what matters most to you. We structure advice to reflect your goals, your family, and the legacy you want to build.

Two professionals reviewing financial charts together
05 Chapter

Clear.Committed.Collaborative.

We keep things clear, stay committed for the long term, and we work collaboratively with you and our specialists to support your plan.

Clear.Committed.Collaborative.

This is our promise. This is Credence.

What we do

Clarity today. Wealth tomorrow. Legacy forever

RetirementPlanning

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RiskPlanning

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InvestmentPlanning

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Estate & TaxPlanning

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OffshoreInvestments

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Meet the Team

The People Behind The Company

An experienced team of financial planners and wealth management specialists, delivering clear, personal advice to individuals, families and business owners.

Cape Town based, with representation in Gauteng and Mauritius, we help clients build lasting financial security locally and internationally.

Wealth managers

Portrait of Sven Wilson

Sven Wilson

Director & Wealth Manager

Portrait of Jacques van den Berg

Jacques van den Berg

Director & Wealth Manager

Portrait of Sean Field

Sean Field

Director & Wealth Manager

Partner Support

Portrait of Michelle Custodio

Michelle Custodio

Senior Administrator

Portrait of David Young

David Young

Senior Administrator

Portrait of Balakazi Masiza

Balakazi Masiza

Assistant

Strategic Collaborations

Insights

Ideas That Respect Your Time

Market insights, monthly updates, and securities notes - stay informed without the noise.

01

Monthly Newsletters

Independent market commentary, investment insights, and practical perspectives - for clients who prefer clarity over clutter.

02

Security Notes

Timely perspectives on companies, sectors, and market trends - helping investors see beyond the headlines.

Strategic Product Providers

Product and platform relationships

At Credence, our success is built on strong partnerships and collaboration with trusted providers. We deliver independent, tailored financial solutions that achieve the best outcomes for our clients.

  • Allan Gray
  • Bidvest Life
  • Brightrock
  • Collective Investments
  • Discovery
  • Glacier by Sanlam
  • Hollard
  • INN8
  • Liberty
  • Momentum
  • Ninety One
  • Old Mutual
  • PPS
  • Sanlam
  • Stanlib Asset Management
  • STRATEGIQ Capital
  • Glacier by Sanlam & Absa

Compliance

Transparent, Regulated, & Accountable.

Easy access to the policies and disclosures that govern how we operate.

Conflict of Interest Managment PolicyComplaints Public DocumentPAIA ManualWebsite, Privacy & Cookies PolicyTreating Customers Fairly

An Authorised Financial Services Provider (FSP No: 54338)

Let's grab a coffee

Good financial decisions usually start with a simple conversation. Whether you're planning for retirement, growing your wealth, or just exploring your options, we'd love to hear your story.

Let's meet

We'd love to sit down for a coffee and have a conversation.