Bojan Palic

Wealth Architect

I help professionals design and implement their personalised Wealth Creation Blueprint


What I do


Wealth Protection

I ensure that you have the correct foundation laid in order to protect the wealthy you accumulated up to now. This might include solution such as Life Cover, Income Protection, Disability Cover, Buy and Sell agreements and Key Person Insurance


Wealth Creation

We develop a Blueprint to create wealth based on your financial objective over the short-term, medium-term and long-term. This might include things such as Retirement planning, Child Education Planning as well planning for life experiences such overseas trips and starting a business.


Estate Planning

I ensure that your estate is structured in such a way as to protect your assets and minimize the tax burden on your estate so your hard earned wealth will can continue as a legacy

Who Am I and Why Should You Listen To Me?


I am an accredited Financial Advisor with team backing to ensure your taken care of

Wholistic Planning

We take your whole financial plan into account from long-term risk, to retirement and investment, estate planning, medical aid, short-term insurance.


No too people are the same, so neither should your Wealth Blueprint be. Every plan we work is personalised to every person's unique goals and circumstances.


What Do My Clients Say?

I appreciated Bojan's wholistic planning approach. He made sure every aspect of my financial plan is covered and taken care of.
Themba Madima
I loved Bojan's patient and non-salesy approach. He gave me pro and cons of all the solutions he recommended and gave me the space to process and decide what I wanted to commit to.
Ntombi Themba
I've dealt with other financial advisors before that just tried to sell me a policy. But Bojan is the first one to actually present a plan and advise me what would be the course of actions for me and my situation
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