I’m Courtney Chase — a private wealth manager helping South Africans invest offshore, plan for retirement, and structure their wealth to last. Independent, provider-agnostic advice built around your goals, not a product shelf.
I’ve spent over a decade in financial services, specialising in offshore investment and tax planning for high-net-worth South Africans — helping clients diversify beyond the rand, structure efficiently, and build plans that hold up under real-world pressure.
Born and raised in Cape Town, where I began my career, I recently relocated to Johannesburg to continue growing my practice. Beyond my financial work, I co-founded Ari’s Cancer Foundation, a registered cancer charity — a reflection of a belief that runs through everything I do: that the work should matter, and that people come before products.
I work independently and provider-agnostically, so that every recommendation I make is in your interest — not a product’s.
Independent, provider-agnostic advice across the full spectrum of your wealth — so every decision is made in your interest, not a product’s.
Diversify your portfolio offshore and earn in foreign currency — with access to global markets and currency protection.
Lump-sum and ongoing investment planning aligned to your goals, risk appetite and time horizon.
Income strategies stress-tested to last a 30-year retirement, designed to grow with inflation rather than stand still.
Seamless foreign tax clearance and currency transfers at preferential rates, handled properly.
Life, critical illness and disability cover to protect you, your family and your business from the unforeseen.
Structured notes and capital-protected solutions that manage downside while staying invested.
Wills, trusts and estate planning so your wealth goes where you intend — smoothly and tax-efficiently.
Reviewing and restructuring retirement savings into vehicles better suited to your needs.
Tangible offshore property investment as part of a diversified, future-proofed portfolio.
Most wealth conversations begin with products. Mine begins with a question: how would your plan perform if things don’t go as expected? Would your money last? Would your lifestyle survive?
I model the real-life scenarios — inflation spikes, market crashes, currency swings — and show you exactly how your plan responds. Independent of provider, I bring the best solutions to the table, then build something stronger around them.
This isn’t about fear. It’s about confidence — and confidence starts with knowing where you stand.
Take my free Retirement Health Stress Test — nine quick questions and a clear read on where your plan is exposed to inflation, currency risk, tax and longevity, before it matters.
Take the free Stress Test →Book a complimentary, no-obligation consultation. We’ll talk through where you are, where you want to be, and whether I’m the right fit to help you get there.
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