Tailored solutions.

Trusted advice.

At Atomic Wealth, we combine technical expertise with empathetic guidance to help you make confident, informed financial decisions.

Led by Milan Naik, Certified Financial Planner®️ with a background in Risk Management, we specialise in retirement planning, risk protection, tax optimisation, and long-term wealth creation. Our approach is holistic and grounded in integrity, compliance, and strategic foresight.

Whether you're planning your next chapter or protecting what you’ve already built, we’re here to guide you—professionally and personally.

Milan Naik

Executive Financial Planner
Certified Financial Planner CFP®
BComm Risk Management

Sheri Singh

Assistant to Milan Naik
+27 11 432 0567

OUR PROCESS

explore | create | choose

EXPLORING YOU

Most financial plans begin and end with the products. Your plan needs to begin and end... with you.

CREATE CHOICES

Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

CHOOSE

With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

OUR LATEST BLOGS

adding context to your choices

The engine and the compass

Over the last few weeks, we’ve explored a completely different way to look at our wealth. We’ve considered an approach that looks at the mechanics of flourishing, rather than the inner workings of the stock market. We have stepped away from the spreadsheets and the investment graphs to ask what actually makes a human life […]

Funding your healthspan

It’s completely natural to obsess over the numbers on our investment statements. We track the growth, review our asset allocation, and carefully project how long our capital will last. This is good practice and solid foundational planning, but it’s not the whole story. What if, in all our careful calculations, we are overlooking the most […]

Financial Advice that is tailored
to you and your choices.

CONTACT US

Milan Naik

+27 82 856 0686
milan@atomicwealth.co.za

 

Sheri Singh

+27 11 432 0567
sheri@atomicwealth.co.za

 

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