RMS Advisory 

Trusted Wealth With A Global Network

At RMS Advisory, we have been bringing clarity to complexity for 30 years - connecting expertise, data, and foresight to help our clients make confident, strategic decisions.

We don’t just connect the dots - we illuminate the path forward.

Empowering Insight. Guiding Impact.

CONTACT US

Global Reach. Personal Focus. Lasting Value.

With elite access to top-tier Swiss banking solutions, RMS Advisory delivers bespoke financial strategies tailored to your unique needs; offering world-class precision, discretion and financial control where it matters most.

Grow Your Wealth For A Fuller Life

Two hikers with backpacks and trekking poles climb a grassy mountain trail during sunset with snow-capped peaks in the background.

At RMS Advisory Global, we believe that wealth is more than just numbers—it’s the foundation for a life well lived. Whether you're building a business, planning for early retirement, or seeking financial independence, our personalized investment strategies are designed to help your capital work smarter, not harder.

With a global perspective and a deep understanding of market dynamics, we guide you in making informed decisions that align with your goals, values, and vision. From portfolio management to alternative investments, we provide the tools and insights to help you grow your wealth—and your peace of mind.

Preserve Your Wealth For Future Generations

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We understand that true wealth spans beyond one lifetime. RMS Advisory Global partners with individuals and families to create long-term strategies that safeguard assets, reduce risk, and support a legacy of prosperity.

Through thoughtful estate planning, trust structures, and intergenerational wealth transfer solutions, we help ensure that what you've built today continues to empower your loved ones tomorrow. With discretion, clarity, and care, we support your goals of preserving wealth, values, and vision for generations to come.

Our Ethos

RMS Advisory provides individualised, crafted advice to our clients.

We listen, to understand exactly what you require, and then we find solutions using our extensive network of partnered service providers.

Our skill set and experience range from direct and indirect local & offshore investments, the appropriate structuring thereof, retirement savings, hedge funds, structured notes and tax structuring amongst other things.

We watch the markets, macro-economic conditions and global news flow and meet regularly with product providers to ensure the solutions we recommend and implement for clients are relevant, appropriate and as tax efficient as possible.

RMS Advisory has developed experience in catering for professional athletes, assisting them with all their financial needs and ensuring they are financially secure off the field.

We are confident that we can cater to our clients’ numerous investment needs, no matter how simple or complex they may be.

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Two people sitting at a table, looking at laptops, with one person gesturing towards the screen. The image is black and white.
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Our Strategic Network

We are proudly connected with a trusted network of leading institutions across various sectors of the financial services industry. These collaborations empower us to deliver a broad spectrum of tailored solutions, backed by industry excellence and deep domain expertise.

SPECIALIST EXPERTISE

Whether it's short-term insurance, tax structuring, or bespoke investment strategies, our alliances with niche experts allow us to offer advice and services grounded in experience and precision.

HOLISTIC FINANCIAL PLANNING

Through these relationships, we bring you integrated, future-focused financial solutions; all under one roof.

TRUSTED BY PROFESSIONALS

Our network includes institutions recognized for their stability, innovation, and commitment to client wellbeing - giving you peace of mind at every step of your journey.

COMPREHENSIVE COVERAGE

From life insurance and medical aid to investment planning and capital growth, our partners ensure that every financial need is covered - no matter how specific.

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RMS Advisory

Sports Management

We empower athletes to take control of their careers, on and off the field. 

From strategic wealth management and tailored protection solutions to personal brand development, we support players at every stage of their journey. 

Our mission is simple to provide clarity, confidence, and long-term success, so you can focus on your game today, and build a legacy for tomorrow.

  • FOCUS ON YOUR PERFORMANCE, WE’LL HANDLE THE REST

    Your career is demanding. Injuries, unexpected events, and financial pressures can disrupt even the best-laid plans.

    RMS Advisory Sports offers tailored solutions such as income protection, injury cover, and cash flow planning -so you have the confidence to focus on your game, knowing we’ve got your back.

    With the right safeguards in place, you can concentrate on what matters most: delivering peak performance and making the most of your career.

  • SETTING PLAYERS UP FOR LIFE BEYOND THE GAME

    At RMS Advisory Sports, we know that a sporting career can be as short as it is spectacular. That’s why our wealth management services are designed to help professional athletes make the most of their earning years and secure their financial future well beyond retirement.

    From strategic investment planning to day-to-day financial guidance, we help you build a foundation for long-term success.

    Our goal is simple: to ensure you're just as confident off the field as you are on it.

  • MAXIMISING YOUR IMAGE, ON AND OFF THE FIELD

    Your personal brand is one of your most valuable assets. We help you manage, grow, and protect it throughout your career and beyond.

    From endorsement opportunities to post-retirement ventures, RMS Advisory Sports ensures your name continues to work for you - long after the final whistle.

    Whether it’s building partnerships, developing media profiles, or planning for a future in business or broadcasting, we work alongside you to shape a lasting legacy. 

Get In Touch

 

Address: 8th Floor Letterstedt House, corner of Main Road and Campground Road, Newlands, Cape Town, South Africa

Tel: +27 21 671 0177

Email: admin.sa@rmsadvisoryglobal.com