The Financial Advisor Who Secures & Grows Your Wealth
Find your way out of the Rat-Race with Marcel’s tailor-made Financial Road Map.
Schedule a Personal Strategy Session & we can start talking about your financial future.
The modern day financial environment has proven the "one-size-fits-all” solution to be a misfit. Trying to interpret the sea of financial products and solutions, is a full-time undertaking.

“What I excel in is to mine this industry for relevant products and opportunities and package this into a unique client-focused Road Map to Wealth solution,” says Marcel Wasserman, Owner of Shepherd Wealth and Representative of T&E FinOps.
Based on the process pointers below, Marcel and his team focus on putting key building blocks in place that will plan towards, growing and protecting your Wealth.
“The next generation wants a personalized Solution, not a Product”

To find out more about your Road Map to this Solution, book a Strategy Session Phone Call with Marcel above.
  •  BUILD: Establish & Increase Wealth and Assets
  • PROTECT: Secure & Grow your financial position
  • RE-Think: Replace budgeting with income planning
Rule The World
Find out how income planning can create true wealth and how budgeting is killing your wealth creation.
Build Your Kingdom
Get your financial plan and start attaining your purpose you have always strived to attain.
Defend the Castle
Learn what the wealthy have been doing for centuries to secure and protect their wealth and assets.
Find out what Marcel's clients REALLY have to say about him...
"Marcel does an amazing job. He isn't just into selling products but he sincerely wishes to help people achieve financial freedom. I know Marcel to be a sincere man of integrity and excellence."
Lourens Tredoux
General Manager at Hosting 101
"Marcel did a great job helping me plan my investments and setup a financial plan for me. He is professional and goes the extra mile to help you and find solutions for your needs. I would definitely recommend him."
Jacques Kruger
Engineering Technician at Universal Fans
"Marcel Wasserman is highly professional and knowledgeable. He is our financial broker and always advises us efficient and saving us tons of money. I highly recommend his services to anyone serious about their finances."
Heidie van Zyl
Director at Jandeka 
"Marcel did a fantastic job helping my wife and I plan our financial goal. We are well on track reaching our financial goals. It is a pleasure working with him. We can honestly recommend him."
Cobus Behrens
Owner, Down2earth Garden Creations
"Marcel is very professional and gives you the best options for your needs. I would recommend any one to try him. He gave me excellent service."
Stefan Marais
Owner Director at Integritas Global Logistics

"Marcel renders professional service and takes my calls any time of the day. He goes out of his way to answer my questions and provides me with sufficient information to make informed decisions.  It is clear that he makes my financial well-being his first priority. Highly recommended."
Dewald Kruger
Engineering Geologist (Pr.Sci.Nat.) at Aurecon
"Marcel helped me plan an amazing future for myself"
Juan Quinn
Owner at JQ Digital
"Marcel Wasserman is a very professional financial planner who is always ready to assist!"
Marilize Le Roux