Since its founding in Cape Town in 2006 by Stuart Kantor, Kanan Wealth has developed into a trusted financial planning firm, successfully guiding clients in building and preserving wealth.
“At the heart of our philosophy lies a powerful idea: that sound advice, compounded over time, can transform lives,” comments Stuart. More than just a slogan, this principle defines the way the firm engages with clients, manages portfolios, and nurtures long-term relationships.
With over R1 billion in assets under management and a client base spanning professionals, retirees, entrepreneurs, and families, Kanan Wealth has refined a service model rooted in deep personal engagement and independent, high-quality financial planning. The firm’s advisory process – anchored by its Financial Wellness Review – delves far beyond investments, incorporating retirement planning, risk cover, estate planning, and the behavioural elements of financial decision-making.
The Kanan Wealth team combines decades of experience with diverse professional backgrounds. Each team member brings both technical competence and a genuine care for people and their journeys. Clients quickly come to appreciate the firm’s hands-on, transparent, and tailored approach. Whether managing a complex trust structure, planning for generational wealth transfer, or aligning insurance with business needs, the advice is always contextual and client-first.
“Importantly,” comments Jonathan Henning, a Director and Wealth Manager of Kanan Wealth, “Kanan Wealth remains wholly independent – meaning it is not tied to any single product provider. This allows us to curate best-of-breed investment solutions by accessing a wide range of leading local and offshore asset managers. Our model portfolios are built with behavioural insights and macroeconomic awareness, while insurance solutions are shaped to meet real-life needs rather than sales quotas.”
Service excellence is underpinned by a clear and structured client experience framework. Clients receive regular reports, ongoing reviews, and a relationship management journey tailored to their life stage and asset base. From High-Net-Worth clients to those in Special Needs Trusts, every client is served with dedication and respect.
“We leverage a trusted network of professionals – from tax and legal advisors to currency experts – to support clients holistically. This integration of expert service providers means clients benefit from a co-ordinated and efficient wealth strategy,” Jonathan says.
In an industry often clouded by jargon or product-pushing, Kanan Wealth offers clarity, integrity, and enduring partnership. According to Jonathan, “Our approach goes beyond a focus on financial products only. We look to build long-term relationships and to listen to our clients, to think about their needs, and to act with purpose.” ●
Learn more at http://www.kananwealth.co.za
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