We specialise in complete financial planning for the discerning individual that is looking for transparent, honest and professional financial planning.
As a market leader we have made it our mission to provide a service that is transparent, honest and cutting edge, but most importantly adds value to our client, be it the discerning individual, business or institution. Our goal is to guide our clients towards achieving financial security and success.
Executive Wealth Management was born out of the need of the community to acquire quality financial advice and a need for the adviser to have the correct platform to deliver this in the ever changing financial planning environment.
We are a one stop financial services company. We offer advice on life, investment, retirement, pension funds, education planning, medical aid, wills, trusts, estate planning, wealth preservation and short term insurance both personal and commercial.
SERVICES
Our services include:
Long Term : Life Insurance, Investment, Unit Trusts, Wills, Trusts, Estates, Education plans, Trauma cover, Dread Disease & Disability
Short Term : Motor Vehicle insurance, Household cover and Business cover
Medical Cover
CONTACT US
For more information, pls visit our website or Contact Us on:
info@executivewealth.co.za
Facebook: https://www.facebook.com/Executive-Wealth-Management-555715471261596/
And one of our Wealth Managers will be in touch!
Company Details
- Employees
- 8
- Founded
- 2015
- Address
- 21 Aurora Drive, 2nd Floor, Umhlanga Rocks,south Africa
- Phone
- +27 860 994 165
- in****@****h.co.za
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- executivewealth.co.za
- Keywords
- Personal Finance, Wealth Management, Financial Planning, Retirement funds/Group schemes, Medical Aids.
- HQ
- Durban, KwaZulu Natal
- Competitors
- Kaelo, TAP Group.
Executive Wealth Management Group Questions
Executive Wealth Management Group's helpline number is +27 860 994 165
Executive Wealth Management Group's website is executivewealth.co.za
Executive Wealth Management Group's LinkedIn profile is https://za.linkedin.com/company/executive-wealth-management-group
Executive Wealth Management Group has
8 employees.
View email and phone details for 8
employees at Executive Wealth Management Group.
Executive Wealth Management Group's industry is
Financial Services
Executive Wealth Management Group's support email address is info@executivewealth.co.za
Executive Wealth Management Group's categories are Financial Services
Executive Wealth Management Group's founding year is 2015
