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

Invisible ink

Have you ever thought about the unspoken money scripts we pass to our children? As parents, we often assume that teaching our children about money requires a formal sit-down conversation. We plan to wait until they are teenagers to explain the mechanics of a budget, the danger of credit cards, and the magic of compound […]

The high price of “someday”

There is a very common narrative that high-achievers tend to buy into. It is the idea of the deferred life. We work relentlessly in our thirties, forties, and fifties, pouring all of our surplus time and energy into building our careers and our portfolios. We tell ourselves that we are making sacrifices now so that […]

The Rule of 72

The financial world is full of complex algorithms, dense spreadsheets, and jargon designed to make investing look like a highly complicated science. You could find yourself thinking that you need an advanced degree just to understand what your money is doing. But occasionally, a piece of math comes along that is so simple, and so […]

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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