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CAST WEALTH PLANNING

About Us

CWP is a family practice built on two generations of advisory experience. It started with Carol and Stuart, who built a trusted advisory business helping clients navigate their financial lives with care and professionalism.

Today, the practice is led by Keagan and Bevan, who bring a fresh perspective while honouring that foundational commitment to client wellbeing. Over time, we’ve evolved from traditional product-led advice into something deeper: values-based, behaviourally informed planning that starts with understanding people before prescribing solutions.

We’ve always believed that financial advice should be human first.

As the industry became more complex and product-focused, we moved in the opposite
direction—towards simplicity, clarity, and genuine partnership with our clients.

That evolution led us to develop Bridge™ and Merge Point™, our proprietary
methodologies for helping clients move from confusion to confidence, and from
fragmented decisions to integrated life planning.

CAST WEALTH PLANNING

Our Philosophy

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Values First
We don't start with products. We start with you. What matters most? What keeps you up at night? What does a good life look like? Those answers shape everything that follows.
Clarity Over Products
Products are tools, not solutions. Our job is to help you understand your situation and options first. Only then do we talk about which tools—Discovery, Cogence, or others—might be right for implementing your plan.
Analysis
Behaviour & Lifestyle Understanding
We know that outcomes are driven as much by behaviour as by strategy. That's why we invest time understanding how you think about money, what your patterns are, and what motivates your decisions. Our planning isn't just technical—it's human.
Human First Planning
We believe financial planning should feel like a partnership, not a transaction. Our conversations are honest, our language is clear, and our commitment is to your long-term wellbeing, not short-term sales.
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CAST WEALTH PLANNING

Our Partners

We work with best-in-class partners to implement the plans we design with clients:

Discovery is the platform we use to implement and manage the solutions within your financial plan — from life and health cover to investments, short-term insurance, banking, wellness, and employee benefits. Its integrated ecosystem allows us to bring these elements together in one place, so your financial life feels connected, visible, and easier to manage. When everything is aligned, complexity gives way to clarity and a greater sense of calm.
Cogence is South Africa’s first global discretionary fund manager (DFM) and our go-to asset managers once we are clear on your full financial picture. As a philosophy-driven firm ourselves, we value Cogence’s disciplined investment approach — underpinned by advanced risk management technology, diversified return drivers, global-standard research and the breadth and depth of BlackRock’s global resources. Their global insights inform asset allocation and manager selection, positioning portfolios to navigate diverse market conditions with discipline and consistency.
Specialist Network

Beyond Discovery and Cogence, we collaborate with a network of tax advisers, estate planners, attorneys, and other specialists. If your situation requires expertise outside our core offering, we bring in the right people and coordinate everything on your behalf.

CAST WEALTH PLANNING

Our Family-Run Practice

CWP is led by two generations of the same family, all committed to providing thoughtful, values-based advice.

Carol & Stuart – Founders

Carol and Stuart built this practice from the ground up, establishing a reputation for integrity, professionalism, and genuine care for clients. They remain involved in the business and continue to embody the values that have always guided CWP.

Keagan & Bevan – Second Generation Leaders

Keagan and Bevan now lead the practice, bringing fresh energy and modern thinking while staying true to the family’s advisory heritage. They developed Bridge™ and Merge Point™ to formalise what makes CWP different: planning that starts with people, not products. Together, the team brings decades of experience, a commitment to ongoing learning, and a genuine belief that financial advice should make life better, not more complicated.

The Engine Behind the Excellence
Behind every clear plan and calm client experience is a strong, dependable back office. Abby and Wendy are the operational backbone of CWP, making sure that nothing falls through the cracks. They manage the detail, coordination, and follow-through that keep the entire process running smoothly—from implementation and administration to ongoing support and communication. Their work ensures that our advisers can focus fully on thoughtful planning and meaningful conversations, while clients experience continuity, reliability, and care at every stage of the journey.
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