Wealth Planners
Financial ServicesView the employees at
Wealth Planners-
Melissa Kleinhans, CFP® CFP® Professional and Digital Marketer
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Rising Star
Melissa Kleinhans, CFP® Wealth Manager at Wealth Planners-
Cape Town, Western Cape, South Africa
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Rising Star
Ridzuan Abd Razak Wealth Planner at Prudential BSN Takaful Berhad-
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
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Top 5%
Karen Simpson Find the balance-
City of Cape Town, Western Cape, South Africa
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Rising Star
Vivienne McDonald Director at Wealth Planners-
City of Cape Town, Western Cape, South Africa
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Rising Star
Overview
Wealth Planners is a FSCA licensed, independent financial planning practice. We believe in mindfully partnering with our clients by: (i) guiding them to gain the perspective needed to identify their life priorities and purpose, and (ii) ensuring that their wealth and financial structures are organised, managed, optimised and aligned to enable this to happen. Our financial planning process involves creating a holistic financial life plan to ensure we have a complete understanding of our client's financial needs, objectives, goals and requirements.
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