A Clearer Path
to Your Financial Future
Your financial future should not be left to chance.
Your financial life is interconnected. New Adventures brings together wealth and investment management, tax and accounting, health and wellbeing, and employee benefits to help individuals, families and businesses make better financial decisions with clarity, confidence and purpose.
Our Services
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What this means for you
Independent Advice
Recommendations based on your goals, circumstances and priorities.. Client-centred guidence focussed on your circomestances and goals
Connected Planning
Wealth, tax, healthcare, protection, business and estate decisions considered together.
Objective Comparison
Appropriate products, providers and structures considered on their merits.
Long-Term Partnership
Wealth, tax, healthcare, protection, business and estate decisions considered together.
MORE THAN FINANCIAL ADVICE
One Connected Financial Perspective
Financial decisions are rarely made in isolation.
Your investments affect your tax position. Your business affects your personal wealth. Your healthcare choices influence your long-term financial security. Your insurance protects what you have built. Your estate plan determines what happens next.
At New Adventures, we look beyond individual products and transactions.
We take the time to understand your complete financial picture, identify the connections between the different parts of your financial life and help you make decisions with greater clarity and confidence.
Because we provide independent financial advice, we are able to consider appropriate solutions across multiple providers and recommend options based on what is best suited to your needs — not on a predetermined product.
We are not here simply to sell you a financial product.
We are here to help you understand the bigger picture, evaluate your options objectively and build a financial strategy that supports where you want to go.
OUR PURPOSE
At New Adventures, our purpose is to help people make better financial decisions with clarity, confidence and direction.
We believe financial planning should not be fragmented between investments, tax, healthcare, insurance, business interests and estate planning. These decisions are connected — and they should be considered together.
Our role is to understand what matters most to you, assess your circumstances objectively and provide independent advice across appropriate providers and solutions.
We help you see the bigger picture, understand your options and make informed decisions that support both your immediate needs and your long-term goals.
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A Clearer Path to Your Future
Financial confidence is not simply about having more.It is about knowing where you are, where you want to go and having a clear strategy to help you get there.
Independent advice. Objective choices. A financial strategy built around you.
Guiding You Through Life’s Financial Journey
One financial life. One connected strategy.
Our Approach
From Insight to Impact
Good financial advice starts with understanding the whole picture.
At New Adventures, we do not begin with a product, a provider or a predetermined solution. We begin with you — your circumstances, your goals, your priorities and the financial decisions that matter most.
Because your financial life is interconnected, we consider how investments, tax, healthcare, insurance, business interests, employee benefits and estate planning influence one another.
Our independent approach allows us to assess appropriate options objectively and recommend solutions based on what is best suited to your needs.
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UNDERSTAND
We start with you. We explore your goals, priorities, responsibilities, concerns and current financial position to build a complete picture.
We want to understand not only what you have, but also what you want your money to achieve.
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ANALYSE
We assess the different parts of your financial life and identify opportunities, risks, gaps and areas that may need greater alignment.
This may include your investments, tax position, retirement funding, healthcare, insurance, business interests and estate planning.
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COMPARE OBJECTIVELY
Where financial products or providers are required, we consider appropriate alternatives and assess them against your needs.
We look at factors such as suitability, cost, flexibility, benefits, risk, structure and long-term value.
The objective is not to find a product. It is to find the most appropriate solution for you.
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DEVELOP STRATEGY
A good strategy only creates value when it is put into action.
We help translate recommendations into practical next steps and coordinate the implementation of the agreed solutions.
The objective is not to find a product. It is to find the most appropriate solution for you.
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IMPLEMENT
A good strategy only creates value when it is put into action.
We help translate recommendations into practical next steps and coordinate the implementation of the agreed solutions.
Where specialist tax, accounting, legal, fiduciary or other professional input is needed, we help ensure those elements remain aligned with the broader strategy.
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REVIEW & ADAPT
Financial planning is not a once-off event.
Your income changes. Families grow. Businesses develop. Markets move. Legislation changes. Priorities evolve.
We maintain an ongoing relationship and review your strategy to ensure it continues to support your circumstances and long-term objectives.
One Relationship. One Connected Financial Perspective.
Our role is not simply to provide individual financial products or services.
It is to help you see the bigger picture, evaluate your options objectively and make informed financial decisions with greater clarity and confidence.
Understand. Analyse. Compare. Implement. Review.
Independent advice. Objective choices. A financial strategy built around you.
Who We Serve
Individuals. Families. Business Owners. Entrepreneurs. Businesses. Employees.
Every financial journey is different.
New Adventures works with individuals, families, business owners and organisations who want clear, independent financial guidance and a more connected approach to their financial decisions.
Our role is to understand what matters most to you, identify the areas that need attention and help you choose solutions that are best suited to your circumstances.
Individuals & Families
Build, protect and transfer wealth with greater confidence.
We help individuals and families bring together the different parts of their financial lives — from investments and retirement to healthcare, tax, insurance and estate planning.
Whether you are building wealth, approaching retirement, protecting your family or planning your legacy, we help you make informed decisions with a long-term perspective.
We can help with:
- Wealth and investment management
- Retirement planning
- Tax-aware financial planning
- Health and medical scheme planning
- Asset protection and insurance
- Estate planning and wealth transfer
Business Owners & Enterpreneurs
Your business and personal wealth should work together.
For many business owners, the business is one of their largest financial assets — which means business decisions can have a direct impact on personal wealth, retirement, tax and succession.
We help business owners take a connected view of both sides of the financial picture.
We can help with:
- Personal and business financial strategy
- Accounting and tax planning
- Wealth extraction and investment planning
- Retirement funding
- Business protection
- Succession and estate planning
- Asset protection
- Employee benefits
Corporates & Employees
Better financial wellbeing starts with better financial understanding.
Employee benefits can make a meaningful difference to people's financial security — but only if they are well designed, appropriate and understood.
We work with employers to help create and review retirement, risk, healthcare and financial wellbeing solutions that support both employees and the organisation.
We can help with:
- Corporate retirement solutions
- Group risk benefits
- Healthcare benefits
- Employee financial wellbeing
- Benefit communication and education
- Benefit reviews and benchmarking
- Executive and specialist financial planning
Advice Built Around the Client
Whether we are advising an individual, a family, a business owner or an organisation, the principle remains the same:
We start with the need — not the product.
We take an independent, objective approach, consider appropriate alternatives, and help clients choose solutions best suited to their goals, circumstances, and priorities.
One Financial Perspective. Different Journeys.
Independent advice. Objective choices. A financial strategy built around you.
WHEN SHOULD YOU TALK TO US
Financial Advice Often Matters Most When Something Changes
Life, work and finances rarely stand still.
A change in your circumstances can affect more than one part of your financial world. These are some of the moments when a conversation with New Adventures can help bring clarity and direction.
I’m approaching retirement
I want to understand whether I have enough, how my retirement income will work and whether my current strategy is still appropriate.
I own a business
My business and personal finances increasingly affect one another.
I need to review my medical cover
I want to know whether my medical scheme, gap cover and healthcare arrangements still suit my needs and budget.
I have money to invest
My tax affairs are becoming more complex
I need greater clarity, better structure and ongoing support across my personal or business tax and accounting responsibilities
I want to protect what I’ve built
I want to make sure my home, vehicles, valuable possessions and other assets are appropriately protected.
NEW ADVENTURES INVESTMENTS
What sets us apart
Experience matters when financial decisions affect your family, business and future.
For more than three decades, New Adventures has guided clients through important financial decisions with independent advice, objective thinking and a connected perspective across wealth, tax, protection, healthcare and legacy planning.
This experience shapes how we think, advise and build long-term financial partnerships.
35+
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Years Experience
1,260+
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Families Advised
168+
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Businesses Supported
R280.3m+
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Under
Management
PROFFESIONAL STANDARDS & RECOGNITION
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Independent Financial Advice
We are not tied to a single provider or product house.
That gives us the freedom to consider appropriate alternatives objectively and recommend solutions based on what is best suited to your needs.
We take the time to understand your goals, circumstances, priorities and concerns, then consider appropriate solutions across the market to help you make informed decisions with confidence.
Advice Built Around You
There is no one-size-fits-all financial solution.
Our recommendations are shaped around your goals, risk profile, responsibilities, financial position and long-term priorities.
No one-size-fits-all approach. No predetermined product. Just advice built around you.
One Connected Financial Perspective
Your financial life is interconnected.
Investments, tax, healthcare, insurance, business interests, retirement planning and estate planning all influence one another.
We look at the bigger picture so that decisions work together rather than in isolation.
Long Term-Partnership
Financial planning is not a once-off transaction.
As your life, family, business and priorities change, we review and adapt your financial strategy to help keep you moving in the right direction.
Our aim is to remain a trusted financial partner over the long term, helping you make informed decisions at every stage of your journey.
Chris Pretorius -
Your Advisor
Guidance You Can Trust. Advice Built Around Your Journey.
With more than 30 years of experience in the financial services industry, Chris brings deep practical knowledge, perspective and long-term insight to every client relationship.
Over the course of his career, he has been recognised with multiple industry accolades and awards, reflecting his commitment to professional service, trusted advice and strong client relationships.
His approach is grounded in one principle: Understand the client first, then recommend the solution.
That experience helps Chris provide clients with clear, practical and objective guidance at every stage of their financial journey.
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Trusted Independent Partners
We CONSIDER APPROPRIATE SOLUTIONS ACROSS LEADING PROVIDERS
At New Adventures, our advice starts with your goals — not a specific product provider.
We work with a carefully selected network of established financial institutions, investment managers and specialist partners to give you access to a broad range of solutions. This allows us to compare options objectively and recommend solutions based on suitability, value, quality and long-term fit.
Our independent approach means we can consider different providers, investment philosophies and product structures while keeping your broader financial strategy at the centre of every decision.
The result is greater choice, objective guidance and solutions selected around you — not the other way around.
Testimonials
“The greatest value has been the clarity. Financial matters can become complicated very quickly, but Chris takes the time to explain the options, the implications and the reasoning behind each recommendation.”
- Investment Client -
“As a business owner, my personal and business finances are closely linked. New Adventures has helped me think more clearly about both, including tax, investments, protection and longer-term planning.”
- Business Owner -
