Solutions 2 Wealth

Solutions 2 Wealth

Financial Services Cape Town, Western Cape, Za 4 employees
Employees
4

Solutions 2 Wealth Overview

Headquarters
Cape Town, Western Cape, Za
Industry
Financial Services
Employees
4
Founded
2010
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Solutions 2 Wealth

Clark Ellis is the owner Solutions 2 Wealth. The brokerage was registered in 2010, and its immediate and growing success can be attributed to the transparent, dependable and client-oriented way with which Clark approaches financial planning and services. Having found his niche in the financial industry in 1991, Clark Ellis has taken his expertise from strength to strength, achieving multiple national and international awards and titles along the way. From 2006 to 2010, Clark was nominated as the Western Cape consultant representative to the Liberty Life Business Development Forum. Since going independent he has continued to achieve the Business Excellence Club with Liberty Life. Clark’s experience and respect within the industry, together with his genuine character and passion for people, make him exceptional at what he does. Solutions 2 Wealth was licensed as a Sole Proprietor with the Financial Services Board no. 41072 in February 2010 and commenced practicing in January 2011. Clark spent 19 successful years with Liberty Life before venturing out and opening the brokerage and giving it the name Solutions 2 Wealth. In 2015 Solutions 2 Wealth was licensed as Clark Ellis Financial Services (Pty) Ltd, trading as Solutions 2 Wealth, with a new FSB licence no. 45677. Through our network of Product Partners and Business Partners, we are able to provide our clients access to appropriate products and professionals that align to our commitment and expectations. Solutions 2 Wealth is totally independent and so we are able to provide unbiased advice and products for our client’s needs.

Solutions 2 Wealth Contact Details

People in AeroLeads
3

Solutions 2 Wealth Org Chart

Sample employees and titles
Name Title Contact
Kate Ellis Operations and Human Resources Manager
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Clark Ellis Owner of Solutions 2 Wealth
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Lloyd Ellis, Cfp® Certified Financial Planner
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Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Manager 1 profile

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