Built on Kloof Street, on a method we still use today
Wealth Pathway Consulting (Pty) Ltd started as a two-person practice with a simple frustration: financial advice that couldn't be scored, dated, or verified. The methodology came first. The firm grew around it.
Milestones
Founded
Registered as Wealth Pathway Consulting (Pty) Ltd, CIPC registration 2016/384927/07, opening on Kloof Street, Cape Town.
Methodology formalised
The five-phase review process was documented and mapped against ISO 19011 evidence-collection principles after client demand for repeatable, board-ready findings.
FSCA licence granted
Authorised as a Financial Services Provider (FSP 48213), enabling regulated advisory work alongside risk review.
100th engagement
Crossed 100 completed reviews, with average composite risk scores improving 31 points between first review and 90-day verification, firm-wide.
Sector models expanded
Sector-specific scoring weightings extended to six industries, from mining to fintech.
Who you'll actually work with
No account managers, no hand-offs — the consultants below run your engagement start to finish.
Michael van der Berg
Founder & Managing Consultant, CA(SA)
Twenty-two years in corporate finance before founding Wealth Pathway; leads the methodology and its ISO 19011 alignment personally.
Thandeka Nkosi
Head of Risk Advisory, CFA
Built the five-criteria scoring model and oversees its sector-specific weightings across all six industry variants.
Jean-Pierre Retief
Senior Consultant, FPI CFP
Leads owner-manager advisory work, from drawings structuring to funding-readiness scoring.
Aisha Petersen
Compliance Lead, FSCA-registered
Owns the FICA/FSCA compliance components of every regulated engagement, sign-off included.
One firm, one standard
Every consultant is trained on the same five-phase methodology, so a review run by any member of the team produces findings that read the same way — scored, dated, and traceable back to the source evidence.
"We don't hand clients an opinion dressed up as a report. Every number in our findings can be traced back to the evidence that produced it — that's the whole point of building the firm around a named methodology."
Talk to the team directly
No account managers between you and the consultant who'll run your review.
Prefer to talk it through?
Reach a consultant directly, no call centre in between.
Call +27 21 418 3762Prefer to write first?
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