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Serving our clients for more than 25 years
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Trusted to deliver peace of mind solutions
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Wealth Preservation Strategies is an independent firm which looks after the financial affairs of a small number of individuals, families and businesses. We have been trusted for more than 25-years to help our clients achieve peace of mind by advising them on the creation, implementation, execution and review their customized financial plans.


Giovanni Lorenzi founded Wealth Preservation Strategies in 1997, after a long and successful career with The Southern Life Association, with the objective of providing clients with truly independent financial advice based on simple yet sound financial planning principles.

Over the last two decades, WPS has aligned with advisors who embrace and are driven by the WPS culture, philosophy and values and who serve our clients.

Today, in addition to Giovanni, there are four qualified and experienced advisors with many years of combined experience who serve our clients and are supported by a top-class administrative team.

Our Team

We are fortunate to have a team of experienced and highly competent advisers who really care about their clients, supported by staff who are effective and efficient. Read more below about the individuals.

Our Approach

What you’ll always get from us is the truth. As good, or sometimes difficult as that might be, having the right information to make informed decisions usually leads to financial success.

Community involvement

For some years now, Giovanni and Mariangela have been making a modest contribution to support The Goedgedacht Trust.

The Goedgedacht Trust was established in 1993 around the donation of a farm called Goedgedacht, which is located on the slopes of the Kasteelberg just outside Riebeeck Kasteel, some 85km north of Cape Town.

Let us contact you

Thank you for taking the time to learn a bit about us. Please tell us how we can help you by either calling us on the number at the top right of this page or send us a message below and we will get in touch with you.

What are you interested in knowing more about?