Baroka Wealth & Investments

Building Wealth.
Protecting Businesses.
Empowering Employees.

Comprehensive financial planning, business protection solutions, employee benefits, and financial education — helping businesses and individuals secure their financial future.

Book a Consultation Speak to an Advisor
75+
Years of combined industry experience
360°
Comprehensive financial solutions for individuals & businesses
1
Trusted partner for all your wealth and protection needs
Baroka Wealth
Part of the Baroka Group of Companies

Your Trusted Financial Partner

Baroka Wealth is a newly launched division of the Baroka Group of Companies. Our founders bring over 75 years of combined experience in the financial services industry, with an established track record of building successful financial businesses and delivering trusted advice.

We provide comprehensive financial planning, advisory services, and tailored solutions for businesses, business owners, employees, and individuals.

At Baroka Wealth and Investments, we strive to be your trusted advisor and reliable partner on all matters relating to financial planning and wealth protection.

Our Services

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Business Protection Solutions

We help businesses prepare for uncertainty and protect their long-term sustainability.

  • Buy and Sell Agreements
  • Key Person Assurance
  • Contingent Liability Cover
  • Ownership Continuity Planning
  • Business Risk Management
👥

Employee Benefits Solutions

Protecting employees and their families through tailored benefits programmes.

  • Retirement Funds
  • Employee Benefits
  • Medical Aid Solutions
  • Risk Cover for Death & Disability
📊

Financial Planning

Our advisors assist individuals and businesses with holistic financial planning.

  • Wealth Protection & Retirement Planning
  • Risk Management
  • Building & Property Insurance
  • Electronic Equipment Cover
  • Contractors All Risks
🎓

Financial Education & Empowerment

Workplace programmes equipping employees with practical financial knowledge.

  • Debt Management
  • Retirement Planning Education
  • Financial Decision-Making
  • Understanding Financial Products
  • Long-Term Financial Wellbeing

Employee Empowerment

💳
Manage & Reduce Debt Practical strategies to take control of financial obligations
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Smarter Financial Decisions Build the skills to navigate complex financial environments
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Plan Effectively for Retirement Understand and prepare for a secure retirement
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Understand Financial Products Demystify insurance, investments, and benefits
"Today's employees face increasing financial pressures. Our programmes equip them with practical skills to navigate the financial challenges of modern life."

Our workplace Financial Education and Empowerment interventions are designed to improve employee wellbeing, productivity, and long-term financial security. A financially healthy workforce is a stronger, more resilient business.

The Business Suite

A dedicated division within Baroka Wealth providing specialist advice and solutions for businesses facing the risks of losing key individuals and owners.

Businesses face real risks arising from the death, disability, or loss of key individuals and owners. Failure to prepare for these events can threaten business continuity — and everything you've built.

The Business Suite serves:

Businesses Business Owners Partners & Shareholders Employees
01
Expert Advisory Services Specialist guidance from advisors with deep business experience
02
Business Risk Analysis Identify and quantify the risks that matter most to your business
03
Strategic Planning Tools Frameworks and tools to plan for continuity and succession
04
Tailored Financial Solutions Bespoke structures protecting ownership and ensuring continuity

The Baroka Difference

Why Choose Baroka Wealth?

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Trusted financial advisors with decades of proven experience

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Tailored business solutions built around your unique needs

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Comprehensive financial planning covering all aspects of your future

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Employee wellness and empowerment programmes that deliver real impact

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Backed by the trusted Baroka Group of Companies

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Partnerships with credible, leading insurance industry providers

Get Started

Let's Build Your Financial Future Together

Whether you are an individual seeking financial guidance, an employer looking to protect your workforce, or a business owner planning for the future — Baroka Wealth is here to help.

Book a Consultation Speak to an Advisor
Address
1236 Marwede Street
Mountain View
Phone
012 880 2602
Email
info@barokawealth.co.za