Cape Town · Offshore & Onshore Wealth Planning

Wealth planning that works whether your money sits offshore, onshore, or both.

I help British expats and international clients invest offshore, and South African residents and expats settling here build the local side of their plan — retirement annuities, tax-free savings, local portfolios and protection cover. Based in Cape Town, meeting clients in person or over video call.

Book an Introductory Call See How I Can Help

$100k+ Lump sum offshore investment

$500+/mo Regular savings plans, 10yr+

Onshore SA Retirement annuities & local investing

Cape Town In-person meetings, local knowledge

Two ways I can help

Pick the one that matches your situation — each has its own dedicated guide and detail on exactly how I work.

Offshore Investing

For British expats in Cape Town and offshore investors anywhere: lump sum investments ($100k+), regular savings plans ($500+/month, 10yr+), offshore diversification and pension transfers.

Explore Offshore Investing →

Onshore Solutions (South Africa)

For South African residents and expats settling permanently: retirement annuities, tax-free savings accounts, local investment portfolios, and local protection cover.

Explore Onshore Solutions →

Book a 30-Minute Introductory Call

Not sure which side applies to you? Pick a time below and we'll figure it out together — this goes straight into my calendar, with an automatic email confirmation and reminder before we speak.

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About Rory Phillips

I'm a financial planner who has spent recent years based in Kuala Lumpur, helping expats from the UK, Ireland and the Netherlands navigate offshore investing, pension transfers and cross-border financial planning. I'm now relocating to Cape Town, working with clients on both the offshore and onshore side of their financial plan.

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Previously based in Kuala Lumpur; relocating to Cape Town, South Africa

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Get in touch

Prefer to just talk first? Book a call directly — it's the fastest way to reach me. Otherwise, send a message below and I'll come back to you to arrange a time to speak, in person in Cape Town or by video call.

Email: [your-email]
WhatsApp: [+27 XX XXX XXXX]