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Wealth Planners

Financial Services

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Wealth Planners

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.

  • University of the Western Cape

    University of the Western Cape, Robert Sobukwe Road, Cape Town Ward 9, Bellville, City of Cape Town, Western Cape, 7493, South Africa

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