Independent financial advice that helps you protect, grow, and pass on your wealth.

Aurum Trust helps families, professionals, and business owners make clearer decisions about retirement, investments, medical cover, insurance, and estate planning, with one trusted team and regular reviews as life changes.

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Financial guidance that stays personal, practical, and long term.

Independent financial advice from a family-run Somerset West practice, serving clients since 1990. We help you invest, protect your income, review your medical cover, and plan your estate.

We are licensed advisers, and our team brings more than 100 years of combined experience. When your plan needs legal, tax, or investment input, we work with trusted attorneys, accountants, and fund managers.

Learn More About Aurum Trust

We help you invest, protect your income, review your medical cover, and plan your estate.

Prosperity through integrity, respect and trust since 1990

Financial Solutions for Every Stage of Life

Practical, independent advice to help you protect what matters, plan with confidence and build lasting financial security.

Financial Planning

Protecting What Matters to You

A well-structured financial plan helps protect your income, your family and the future you are working towards.

For Individuals: We help you identify and manage the financial risks that could affect you or your family. Your plan can include life cover, disability cover, severe illness cover and income protection, based on your needs and circumstances.

For Businesses: We help protect your business from the financial impact of losing a partner, owner or key employee. Solutions may include key person cover, buy-and-sell agreements, restraint of trade cover and contingent liability cover.

Retirement Planning

Know what retirement can really pay you

If your pension, investments, monthly costs, medical cover, and estate plans all sit in different places, it is hard to know whether you are truly ready. We help you bring the pieces together, see where the pressure points are, and make calm decisions before retirement instead of rushed ones after the fact.

What Our Clients Say

The strongest measure of our work is the confidence our clients have in the advice they receive and the relationships we build over time.

I have been working with Aurum Trust since 2004 and can confidently state that the level of service and expertise provided by Gustav Potgieter and his team has been exceptional throughout our long-standing relationship.

Roy Braxton, Owner: Braxton Consulting

Baie dankie Gustav vir die onbaatsugtige manier waarop jy na my bejaarde oom se besigheid omsien. Gustav se liefde vir bejaardes is ‘n kenmerk wat uitstaan. Die liefde en geduld wat hy vir ouer mense het is ‘n riem onder die hart. Hy gaan uit sy pad uit om te help en ontsien nie tyd of onkoste nie. By Aurum Trust word na jou gekyk op ‘n persoonlike vlak. As familie en namens oom Albie, is ons oneindig dankbaar en bevoorreg om jou aan stuur van sy sake te hê en dit gee ons die vrede en gemoedsrus wat wonderlik is.

Loureen Bester

“Aurum”… the Latin word for GOLD…
… And, it’s my word for the SERVICE and DEDICATION I have consistently received from Gustav and his team! Thank you! Since becoming ‘part of their financial family’, I not only understand more about how to manage my financial affairs, but feel like I am understood and that advice is being given with my genuine best interests and financial security at heart. It is a relationship I hope to maintain for many more years to come and will recommend Aurum Trust to everyone.

Bronwyn Macklin

For more than 30 years, Aurum Trust has provided our family with trusted financial guidance built on integrity, professionalism, and genuine personal care. What began as a professional relationship has grown into a longstanding partnership spanning three generations of our family.

Andre J Franken

I have been a customer of Aurum Trust since 1996. They have always given me good advice which makes me feel comfortable having them as my financial advisors. They cover all possible scenarios and put me as customer first. I can recommend them, they cover my investments, estate planning, medical insurance and much more. They a longstanding business with a very good reputation and friendly people.

Kobus Potgieter, Previous CEO of Outdoor Warehouse

Kan nie genoeg dankie sê aan Aurum Trust vir julle uitstaande diens, kundigheid en jare lange lojaliteit. Julle integriteit, opregte omgee en bereidwilligheid om die ekstra myl te stap gee my volle vertroue in my en my familie se finansiële toekoms.

Morné Erasmus, Direkteur en aandeelhouer: Zamera

Hiermee wil ek my opregte waardering uitspreek teenoor u en u span vir die uitstaande en toegewyde diens wat ek sedert 1996 van Aurum Trust ontvang het. U professionele benadering, kundigheid en integriteit het deurgaans bygedra tot my gemoedsrus en vertroue in die hantering van my finansiële en versekeringsake. Die konsekwente hoë standaard van dienslewering word opreg waardeer.

Ferdi Joubert

I have been doing business with Aurum Trust since 2005. Throughout this time, they have consistently provided excellent service and have responded promptly to all my requests. Their advice regarding my investments and medical insurance has always been professional and reliable. Aurum Trust is a trustworthy company that you can depend on with confidence. I can recommend them without any hesitation.

Kobus Veldsman, Retired Director and Shareholder of Western Cape Milling (Pty) Ltd

I have been a valued client of Aurum Trust for 13 years now, and what a journey it has been. From day one, I’ve felt like I’m their only customer. The attention to detail and the way they value my hard-earned money is something I truly respect. Knowing that my family’s future is being taken care of is peace of mind you can’t put a price on. I highly recommend Oom Gustav and Gustav Jnr if you’re looking for people who genuinely have your and your family’s best interests at heart.

Delin Erasmus, Direkteur en Sandeelhouer: Zamera

You deserve clear, trusted guidance for every stage of your financial journey.

Protect what supports you

Your income deserves specialist protection.
Make sense of medical aid and gap cover before the next hospital bill arrives.
If work feels less certain, your financial plan needs to get stronger.
Protect the business you built, and the family income behind it.

Build what comes next

Good income does not automatically become lasting wealth.
Build an offshore plan without losing track of home.

Prepare for the years ahead

Know what retirement can really pay you.
Start with one calm conversation when an estate becomes your problem.

Explore Our Financial Solutions