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.
methodologies for helping clients move from confusion to confidence, and from
fragmented decisions to integrated life planning.
CAST WEALTH PLANNING
Our Philosophy
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. Their integrated ecosystem allows us to bring these elements together in one place, so your financial life feels connected, visible, and easier to manage.
You can visit them at www.discovery.co.za
Cogence is South Africa’s first global discretionary fund manager (DFM). Cogence offers a suite of globally informed, locally relevant investment solutions designed to meet the evolving needs of South African investors. Portfolios are constructed using a disciplined approach to asset allocation, manager selection and risk management – guided by BlackRock’s global insights and RisCura’s local expertise.
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 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.