Wealth Management
Holistic strategies to grow, protect, and manage your wealth for long-term prosperity.
Secure Your Financial Future with a Trusted Cape Town Planner
Providing expert financial guidance and personalised wealth management strategies to help you achieve your goals. Your prosperity is our priority.
Our Financial Planning Services
We offer a comprehensive range of financial services to meet your unique needs in Cape Town and beyond.
Retirement Planning
Create a solid plan to ensure a comfortable and worry-free retirement.
Investment Advisory
Expert advice on building a diversified portfolio tailored to your risk tolerance.
Tax Planning
Strategies to optimise your tax position and minimise liabilities effectively.
Insurance Solutions
Protecting you and your loved ones with comprehensive insurance coverage.
Education Funding
Plan for your children's future with dedicated education savings strategies.
Ready to Grow Your Wealth?
Take the first step towards a secure financial future. Our expert advisors are here to guide you.
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Financial Calculators
Use our simple calculators to get a quick estimate for your financial goals.
Investment Growth Calculator
See how your investments could grow over time with regular contributions.
About BetaWealth
Founded on the principles of integrity, transparency, and client-centricity, BetaWealth has been a steadfast partner for individuals and businesses seeking to navigate the complexities of the financial world. Our team of certified financial planners brings decades of combined experience to the table.
Our Mission:
To empower our clients with the knowledge and strategies needed to make informed financial decisions, achieve their life goals, and build a lasting legacy.
Our Team of Expert Financial Planners
Henry Poulos
Wealth Manager, CFP®
Henry graduated from UCT with a Bachelor of Business Science honours degree majoring in Finance. He also completed a Post Graduate Diploma in Financial Planning at the University of Stellenbosch Business School. He gained financial experience in Cape Town and London at institutions including Standard Bank and JP Morgan. Henry has been with Beta Wealth since 2016 and became owner in 2019. As a CERTIFIED FINANCIAL PLANNER®, he brings a strong focus on integrity, goals, and proactive guidance.
Henry also has experience in property investment alongside managing his own share portfolio—leading by example in pursuing disciplined financial planning.
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Mark Hodgson
Wealth Manager, CA(SA), CFA
Mark holds a BCom honours degree and a Graduate Diploma in Accounting from UCT and is a Chartered Accountant (SA). He completed his articles with KPMG in Cape Town and has worked primarily as an investment analyst at Liberty Asset Management (later Stanlib) and at Avior Capital Markets. He holds the Chartered Financial Analyst (CFA) designation and completed a Post Graduate Diploma in Financial Planning at the University of Stellenbosch Business School.
Mark focuses on South African and global equities, portfolio diversification, and risk management. With his experience in trusts and deceased estates and his own share portfolios, he believes in empowering clients through education and sound planning.
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Natalie Macdonald-Spence
Wealth Manager, Attorney (SA & UK), RE5
Natalie is a dual-qualified attorney admitted in both South Africa and England & Wales. She holds an LLB and an MBA Global from the University of London and is RE5 certified. With over a decade of experience in estate planning, trusts, curatorships, deceased estates, and regulatory compliance, she brings deep legal and strategic insight to wealth structuring and financial planning.
Natalie is the founder of Spence Attorneys and LegisLearn and actively works with families, professionals, and entrepreneurs to build long-term security through practical, tailored solutions. As a mother of four and business owner, she understands the realities of intergenerational planning, succession, and protecting wealth in both personal and business contexts.
Contact →Financial Insights & Blog
Stay informed with our latest articles and market updates.
Navigating Market Volatility in 2025
Key strategies to protect your portfolio during uncertain times. Understanding market cycles is crucial for long-term success. Diversification remains a key principle, but it's also important to review your asset allocation regularly to ensure it aligns with your risk tolerance and financial goals. Consider speaking with a financial advisor to navigate these complexities.
Read More →The 5 Pillars of a Successful Retirement
Are you on track? A checklist for your golden years. The five pillars include having a clear vision, creating a detailed budget, maximizing your savings, investing wisely, and protecting your assets with appropriate insurance. Neglecting any of these pillars can put your retirement plans at risk. It's never too early or too late to start planning.
Read More →Ethical Investing: Aligning Values with Returns
How to make a positive impact without sacrificing growth. Ethical investing, also known as socially responsible investing (SRI), involves choosing investments based on your personal values and ethical standards. This can mean avoiding companies involved in industries like tobacco or weapons, and actively seeking out companies that have a positive impact on the environment or society.
Read More →Let's Start the Conversation
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