Stella-Aldred [Financial-Planning]
CERTIFIED WEALTH MANAGER AND FINANCIAL COACH
Failure Is Not An OptionHave you ever felt overwhelmed by managing your finances? Whether it’s planning for retirement, investing wisely, or simply creating a budget that works, navigating the world of personal finance can be challenging. That’s where I, your certified Independent Financial Advisor come in.
I am a professional who helps individuals and businesses create a roadmap for their financial future. I provide expert guidance on investments, savings, taxes, insurance, and retirement planning—helping you make informed decisions that align with your goals. For businesses, I ensure financial growth, risk mitigation, long-term success, and continuity.
Think of me as your financial coach, ensuring that every Rand you earn works efficiently for you. With a personalized strategy, I will help reduce risks, maximize opportunities, and bring peace of mind to your financial journey.
So, whether you're looking to grow your wealth, protect your assets, or plan for the future, I will be your trusted partner in achieving financial success! My goal in life: Help my clients, not merely survive, but thrive and doing so with some passion, some compassion, some humour and some style.
This is not my job, it’s my passion!! Happily living my dream for the past 35 years.
Looking forward to welcoming you on our journey.
Contact
Services
Budgeting & Cash Flow Management
Tracking income and expenses to ensure financial stability and efficient money management
Application: Helps in controlling spending, avoiding debt, and ensuring savings for future goals
Savings & Emergency Funds
Setting aside money for unexpected expenses and future needs
Application: Provides financial security during emergencies like medical issues or job loss
Investment Planning
Allocating assets wisely to build wealth over time, both locally and Offshore
Application: Helps in growing money by investing through solid foundations and research with each clients individual needs and risk tolerance in mind
Retirement Planning
Ensuring financial independence post-career
Application: Involves investing in retirement accounts Individual Retirement Annuities, or pensions
Risk Management & Insurance
Protecting assets and income from unforeseen risks
Application: Includes life, health, disability, and dread decease insurance
Tax Planning
Minimizing tax liabilities legally
Application: Strategies like tax-advantaged accounts, deductions, and credits to maximize savings
Estate Planning
Managing wealth transfer to future generations
Application: Includes wills, trusts, and beneficiary designations to ensure a smooth inheritance process
Subscribe to Stella Aldred's monthly newsletter
Financial planning consists of several key elements that help individuals and businesses manage their finances effectively. Unlock your financial future with our monthly newsletter.
Subscribe To My NewsletterMake
an appointment
Testimonials
Deon Posthumus
“Stella always provides professional financial advice that is understandable and easy to apply. Long term financial decisions are generally difficult to understand but Stella simplifies the process and creates confidence in decisions taken”
Annette Volschenk
"Mev. Stella Aldred hanteer sedert 2015 my finansiele aangeleenthede. Sy is betroubaar, goed ingelig en lewer uiters bekwame en voortreflike diens. Sy is absoluut toegewyd en professioneel."
Lindsay Minuzzo
"Stella is an absolute God-send. She is friendly, professional but with a personal touch, and an expert in her trade. When we first met with Stella, unbeknown to us we were completely under insured and paying far too much. Thanks to Stella, today, we are completely covered and it's costing us less."
Hennie Thessner
After a 15 year relationship with Stella as my financial advisor, and looking back as I am reaching retirement age on the decisions we made when it comes to retirement planning, Investments and Estate planning, I can clearly see the benefits of making the right decision when it comes to deciding on a financial advisor that knows how to navigate through an environment that is full of Volatility, Uncertainty and Complexity.
Lynn and Rob Puttick
I am very fortunate to have Stella as my financial adviser. Over a period of 18 years, she has consolidated my financial investments, insurance policies and estate management. She has ensured a comfortable retirement for my wife and myself. Stella's service has been conducted in a professional manner. Stella has also made sure my wife is included in all financial planning and decisions.
Gerald Woollatt
Stella is an excellent, proactive financial expert who has a keen insight with regards to financial matters and estate planning. Stella has been my business and personnel financial planner for more than 10 years, I am eternally grateful for all the wisdom and support she has given over the years. She comes highly recommended to anyone who struggles to understand finances and the implications of the decisions one has to make to ensure you and your family are taken care of.
Magda en Charles Conroy
Ek het Stella Aldred 5 jaar voor aftrede ontmoet. My eerste indruk van Stella was dat sy baie professioneel, ingelig en passievol oor haar werk is. Ek het Stella as 'n baie betroubare Finansiële Adviseur opgesom en sy het my van 'n volledige langtermyn finansiële plan voorsien. Stella sien my en my vrou kwartaalliks, sy is baie stiptelik, goed ingelig oor alle markte, gee baie duidelike terugvoer en bestuur ons finansies op 'n uitstekende en professionele wyse.
More
Product
Business Hours
- Sunday: Closed
- Monday: Closed
- Tuesday: Closed
- Wednesday: Closed
- Thursday: Closed
- Friday: Closed
- Saturday: Closed
Gallery
Payment
Copyright © Stella-Aldred 2025
Hey there,
We use cookies to track if you've seen this option
before, that's it. Select an option below to save
this portfolio. Selecting 'View Only' will not save
Add this app to your home screen.
Add this app to your home screen.
Social