Financial Independence

Empowering Your Financial Future

Our mission is to help you achieve financial independence and long-term stability through smart investing and comprehensive portfolio solutions. Discover how we can assist you in creating a secure financial future.

Your Trusted Partner in Financial Success

setting financial goals

managing income and expenses

preparing for emergencies

Boatwright Consulting is a leading consulting firm based in South Africa, dedicated to empowering our clients through expert financial planning and investment strategies. With a team of experienced professionals, we focus on portfolio diversification, asset management, and achieving financial independence for our clients. Our commitment to excellence and client-focused service sets us apart in the industry.

Our mission is to provide our clients with the knowledge, tools, and strategies necessary to achieve financial stability and independence. We strive to build long-lasting relationships based on trust, transparency, and a deep understanding of each client's unique financial goals.

We offer a wide range of services to meet your financial needs

Financial Planning

Comprehensive financial planning services to help you achieve your financial goals and ensure long-term financial stability.

Plan Your Future

Invest in South Africa

Leverage local opportunities for growth and stability in South Africa’s dynamic market.

Minimize Risks

Asset Management

Expert asset management services to grow and protect your wealth.

Grow Your Wealth

Investment Strategy

Tailored investment strategies to meet your specific financial objectives and secure your financial future.

Tailored Solutions

Portfolio Solutions

Innovative portfolio solutions designed to enhance your investment performance.

Optimize Performance

Long-term Investments

Long-term investment planning to ensure sustainable growth and financial stability.

Sustainable Growth

Passive Income

Explore opportunities to generate passive income and achieve financial independence.

Generate Income

Make Your Choice

Retirement Planning

Develop a comprehensive retirement plan that ensures financial security in your golden years.

Maximize your Social Security benefits with expert advice.

Make informed decisions about pensions and annuities to guarantee a steady income post-retirement.

Tax Planning

Create strategies to minimize tax liabilities and maximize savings.

Expert assistance in preparing and filing your taxes accurately and on time.

Protect your assets and ensure a smooth transfer to your heirs with effective estate tax planning.

Business Advisory

Develop strategies to grow and expand your business effectively.

Use financial forecasting to plan for future business needs and opportunities.

Improve cash flow management to ensure your business operates smoothly.

Portfolio

Investment Strategy

We developed a diversified investment strategy that included equities, bonds, and real estate.

Portfolio Management

We helped a high-net-worth individual diversify their investment portfolio.

Long-term Financial Planning

We assisted a family in securing their financial future.

Financial Stability

Build a resilient portfolio capable of withstanding market fluctuations.

Technology and Innovation Funds

Explore our successful investments in the technology and innovation sectors.

Real Estate Development Projects

See how our clients have prospered through strategic investments in real estate development.

Testimonials

Antony Thomas

Working with BoatWright Consulting was a fantastic experience. They understood our vision and brought it to life with stunning designs. Highly recommend!

Phoeby Tolkien

BoatWright Consulting exceeded our expectations with their creativity and attention to detail. Our website traffic and engagement have significantly improved.

Ashley Tilsday

Professional, innovative, and easy to work with. BoatWright Consulting delivered exceptional designs on time and within budget.

Sam Kennady

BoatWright Consulting provided exceptional guidance on my investment strategy. Their expertise helped me achieve financial independence faster than I anticipated. Their personalized approach and constant support made all the difference.

Keanu Smith

Working with BoatWright Consulting has been a game-changer for my business. Their strategic financial planning and risk management advice have significantly improved our financial stability and growth. I highly recommend their services.