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Insurance, Wealth & Financial Planning
Camelot Wealth is a leading independent financial planning and wealth management firm, providing evidence-based strategies, long-term investment structures, retirement planning, risk cover, estate planning, and business assurance solutions for individuals, families, and business owners across South Africa and abroad.
Medical Aid & Gap Cover
Expert guidance in selecting and managing the right medical aid and gap cover solutions for individuals, families, and businesses.Â
What We Offer:
- Medical aid plan analysis and selection
- Gap cover alignment and optimisation
- Corporate and group medical scheme structuring
- Benefit comparisons and cost-efficiency planning
- Ongoing member support and claims assistance
- Annual medical aid review and adjustments
- Personal & Corporate Health Insurance
Investment Solutions
We assist clients in structuring retirement savings to ensure financial independence for life. We analyse projected expenses, inflation, lifestyle goals, and risk appetite to build sustainable retirement income models.
How We can Help You
- Pre-retirement investment planning
- Pension & provident fund transfers or preservation
- Retirement annuities & living annuities
- Guaranteed income solutions
- Sustainable withdrawal strategy modelling
- Estate-friendly retirement structuring
Life & Risk Cover
We provide comprehensive risk protection that safeguards your income, assets, and family against life’s most unexpected events. We analyse your complete financial position to recommend smart, sustainable cover that supports long-term stability.
How We can Help You
- Short Term Insurance
- Life cover
- Disability cover
- Income protection
- All Risk Cover
Employee Benefits
We design structured employee benefit solutions that strengthen organisations and support workforce wellbeing. Our offerings help businesses retain talent, manage risk, and build long-term sustainability through strategic, compliant benefit programmes.
How We can Help You
- Pension & provident fund structuring
- Group risk cover (life, disability, severe illness)
- Group medical scheme integration
- Retirement fund governance & compliance
- Employee financial wellness programmes
- Ongoing benefit administration, reporting, and support
Specialised Insurance
Camelot Wealth provides access to highly specialised insurance products designed for professionals, contractors, medical practitioners, and industry-specific operations. These tailored solutions protect against complex, high-exposure risks not covered by standard insurance.
We Provide Cover For
- Professional indemnity
- Medical malpractice and healthcare liability
- Contractors and project-specific cover
- Transport and fleet insurance
- Engineering and machinery cover
- Agricultural, game, and livestock insurance
Commercial & Corporate Solutions
Our corporate solutions are designed to protect companies, shareholders, key employees, and organisational assets.
Applications Include
- Corporate retirement funds
- Group risk benefits
- Corporate medical scheme structuring
- Director and shareholder financial planning
- Business continuity and succession planning
- Executive benefit programmes