Convergency Wealth is a wealth management business created for individuals who aspire to live their definition of a wealthy life. To achieve this, we have developed and refined a process to help our client’s finances and dreams converge towards giving their lives meaning and purpose.
At Convergency Wealth we have brought together the expertise of actuaries, cutting edge systems and personal service to provide clients with a sound financial plan for their lives. We believe in building long-term relationships with our clients, based on absolute integrity and trust, as we partner with them in the stewarding of their wealth. We achieve this through a process where we provide our clients with an accurate reflection of their current financial health and assist them in mapping out the best plan to help them move forward towards their goals and dreams.
We believe in truly independent advice and are only influenced by whether a recommended solution is in the best interest of our clients.
OUR SERVICES
With more than 30 years combined experience in actuarial consulting and financial services, we offer a wide range of wealth management services. We are part of a group of companies which include actuarial consulting, forensic accounting, earning specialists and business support services. This not only makes us experts at setting up and running businesses but also allows us to draw from years of developing proprietary skills, systems and processes.
Whether advising individuals or businesses, we prefer to take a holistic approach when recommending solutions to our clients and do so by using integrated cash flow modelling techniques.
It starts with knowing and understanding you and your family/business, and results is a comprehensive financial plan aimed at simplifying, decluttering and helping our clients achieve their desired lifestyles – free from anxiety about their finances.
Company Details
- Founded
- -
- Address
- Lagoon Gate Drive, Lagoon Beach, Milnerton, Suite 203,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- convergencywealth.co.za
- Keywords
- Retirement Planning, Estate Planning, Insurance, Healthcare, Tax Structuring, Business Insurance, Financial Modelling, Investments, Financial Plans.
- HQ
- Cape Town, Western Cape
- Competitors
- RYD BRAND.
Convergency Wealth Management (Pty) Ltd Questions
Convergency Wealth Management (Pty) Ltd's website is convergencywealth.co.za
Convergency Wealth Management (Pty) Ltd's LinkedIn profile is https://za.linkedin.com/company/convergency-wealth
Convergency Wealth Management (Pty) Ltd's industry is
Financial Services
Convergency Wealth Management (Pty) Ltd's top competitors are
Ryd Brand.
Convergency Wealth Management (Pty) Ltd's categories are Financial Services
Convergency Wealth Management (Pty) Ltd's founding year is 2016
