Leave a legacy to those who matter most

Consult regards estate planning as an essential step in the financial planning process. Ensuring that you have an up-to-date will is the first step in giving your family clarity and peace of mind for when you are no longer around. In partnership with Momentum Trust, Lester Aldridge and the Oak Group, we offer a range of fiduciary services from straight-forward wills to complex trusts – both in South Africa and abroad. Clients can have peace of mind knowing that any current and future gaps in their estate planning are identified upfront and addressed under our watchful eye.

Services and support

We know that you’ve worked hard to accumulate your wealth and assets - that is why it is essential that you protect both and leave a legacy for those that matter most. Our advisers can assist with:


Why we partner with Momentum Trust

Thanks to our strategic relationship with Momentum Trust, our advisers can combine their advice-led services with industry-leading insights to take care of your fiduciary needs. Here’s what makes Momentum Trust unique:
  My-Will: a fully Internet-based platform that helps structure a will that meets your unique objectives
  A 100% track record in finalising all non-complex estates within nine months
  Big enough to offer a national service, small enough to care for all clients
  Best-of-breed specialists who are experts in their fields and always go the extra mile
  More than two decades’ experience across the entire fiduciary service spectrum
Together, we offer exclusive access to a team of experienced fiduciary specialists, legal advisers and financial advisers who collaborate to identify any gaps in your estate planning and to highlight any future challenges that you might not have considered yet.