Zurk Botha

With more than 36 years of experience in the financial services industry, I am a Certified Financial Planner® (CFP®) dedicated to helping clients achieve long-term financial security.

In 1989, I took over a family financial planning practice originally established in 1960. Since 2004, I have collaborated with the founding members of EquityTrust on various projects, where we placed a strong emphasis on transparency and consistent client service. This partnership ultimately led to the merger of ZBA with EquityTrust in 2022—enhancing service levels and ensuring greater continuity for our clients.

I bring a strong background in Employee Benefits, having served as the Principal Officer of a large umbrella pension and provident fund. This experience provides a unique perspective on retirement planning and long term investments. Over time, however, my focus has evolved toward individual wealth management, specialising in investment planning, financial planning, and estate planning.

Building long-term relationships with clients is a core value of my practice. I support the principles of the Financial Planning Institute of Southern Africa (FPI), and with a Postgraduate Diploma in Financial Planning, I uphold the highest standards of integrity, technical expertise, and a deep commitment to clients’ financial well-being.