Protego Wealth Management is a vibrant and dynamic boutique financial planning firm that was founded in 2018, the Protego team has collective industry and financial planning experience spanning 42 years. The company has adopted a relationship-based model and we structure client portfolios on the basis of each individual's unique set of circumstances and financial goals.
We are passionate about securing our client's financial future, and we illustrate this through our holistic financial planning process which is driven by four core service offerings: Investments, Retirement Planning, Estate Planning, and Risk Planning.
At Protego our core drive is healthy portfolios, and that is why we partner with market leading investment services providers to ensure that clients achieve superior long-term returns on their valued investments, and ultimately achieve their financial goals.
Protego Wealth Mangement Pty Ltd is an authorised financial services provider in terms of the Financial Advisory and Intermediary Services Act 2002.
For more information visit www.protego.co.za
Company Details
- Employees
- 4
- Founded
- -
- Address
- Bryanston, Gauteng, Za
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://protego.co.za/
- Keywords
- Estate, Risk, Retirement, Investment.
- HQ
- Bryanston, Gauteng
Protego Wealth Management Questions
Protego Wealth Management's website is https://protego.co.za/
Protego Wealth Management's LinkedIn profile is https://za.linkedin.com/company/protego-wealth-management-pwm
Protego Wealth Management has
4 employees.
View email and phone details for 4
employees at Protego Wealth Management.
Protego Wealth Management's industry is
Financial Services
Protego Wealth Management's top competitors are
Alexander Babich & Associates,
Nedbank Private Wealth South Africa,
Sdc Wealth Management,
Fiducia Wealth Pty Ltd,
Vista Wealth Management, South Africa,
Maximus Wealth Management,
Pangea Wealth,
Portfolium (Pty) Ltd,
Apio Wealth,
Futurity Wealth Management.
Protego Wealth Management's categories are Financial Services
Protego Wealth Management's founding year is 2018
