I want to begin with a heartfelt thank you to all our investee companies and IFAs who selected the Carmel Wealth Group as their partner in growth and succession. We would not have succeeded this year without the unwavering support of our respected advisors and loyal clients. Your patience, adaptability and

Johannesburg, South Africa – 04 November 2024 – Carmel Wealth PTY Ltd, a leading investment holding company in wealth and risk management, is proud to announce three new transactions concluded with independent financial advisors (IFAs) who have recognised the value Carmel can bring to their succession and growth plans. These investments underscore

18 April 2024: Carmel Wealth has recently hired ex-PortfolioMetrix SA MD, Kathryn van Dongen, a qualified Chartered Accountant and well-known figure in the financial services industry. Kathryn joins Carmel Wealth on 1 May 2024 as COO and will be instrumental in formulating and driving the Group’s expansion strategies and business operations.

Carmel Wealth (Pty) Ltd has acquired a 100% stake in Wealth Associates South Africa (Pty) Ltd, a well-established and independent advisory and wealth management firm in existence for over 17 years.  All the Wealth Associates advisors and the management team have taken up shares in Carmel Wealth and remain part of