RORY PHILLIPSWEALTH
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Independent Wealth Management · Based in Cape Town

Offshore wealth management, wherever you call home.

I help international clients and expats of any nationality invest offshore — lump sum or a regular savings plan — wherever in the world they're based. For South African residents and expats settling permanently, I also build the local side of the plan: retirement annuities, tax-free savings, local portfolios and protection cover. Based in Cape Town, meeting clients in person or over video call.

Book an Introductory Call See How I Can Help
$100k+ Lump sum offshore investment
$500+/mo Regular savings plans, 10yr+
Onshore SA Retirement annuities & local investing
Cape Town In-person meetings, local knowledge

How I can help

Offshore investing is the core of what I do, wherever in the world you're based — with onshore South African planning alongside it for residents and expats settling here permanently.

Primary Focus

Offshore Investing

For expats and international investors, in Cape Town or anywhere in the world: lump sum investments ($100k+), regular savings plans ($500+/month, 10yr+), offshore diversification and UK pension planning.

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Onshore Solutions (South Africa)

For South African residents and expats settling permanently: retirement annuities, tax-free savings accounts, local investment portfolios, and local protection cover.

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Not ready to book a call?

Two free tools if you'd rather explore on your own terms first.

Take the 60-Second Quiz

Not sure whether offshore investing or onshore planning fits your situation? Five quick questions, no email required to see your result.

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Savings Growth Illustrator

See how a lump sum or regular savings plan could grow over time under an assumed rate you choose — a hypothetical illustration, not a forecast.

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From the blog

Straightforward reading on offshore and onshore planning, no jargon.

What Happens to Your UK Pension When You Move to South Africa

Why your UK pension can't transfer here — and what's actually within your control instead.

Read the Article →

Retirement Annuities in South Africa: A Beginner's Guide

What an RA is, how the tax treatment works, and who it tends to suit.

Read the Article →

View all articles →

Book a 30-Minute Introductory Call

Not sure which side applies to you? Pick a time below and we'll figure it out together — this goes straight into my calendar, with an automatic email confirmation and reminder before we speak.

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Rory Phillips

About Rory Phillips

I'm a financial planner who has spent recent years based in Kuala Lumpur, helping expats from the UK, Ireland and the Netherlands navigate offshore investing, UK pension planning and cross-border financial planning. I'm now relocating to Cape Town, working with clients on both the offshore and onshore side of their financial plan.

  • Cross-border financial planning: UK pensions, offshore investing and relocation finances
  • Three years advising expats in Kuala Lumpur — clients from the UK, Ireland, the Netherlands and beyond
  • Now relocating to Cape Town, South Africa

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Get in touch

Prefer to just talk first? Book a call directly — it's the fastest way to reach me. Otherwise, send a message below and I'll come back to you to arrange a time to speak, in person in Cape Town or by video call.

Email: rory@roryphillipswealth.com