As a dynamic and passionate team of financial coaches, our goal is to ensure our clients always stay in control of their finances and never their finances in control of them. That is how life-long dreams become everyday reality and a legacy is left behind. With our integrated wealth planning process, we help them understand how much is enough, so they can regain control of their finances and follow their passions. We help them achieve the lifestyle they want.
Each client's financial needs are unique, so we take the time to fully understand them. It allows us to see the bigger picture and to suggest the best financial products for each situation. We don't expect our clients to walk the road alone. Ongoing assistance and professional advice are offered throughout the partnership. Our work ethic demands honesty and complete transparency. This creates the safe and trustworthy environment essential for our clients to make well-informed decisions.
We've aligned ourselves with the most respected roleplayers in the financial services industry to ensure our clients have access to the full spectrum of products available on the market.
Company Details
- Employees
- 16
- Founded
- -
- Address
- Langenegger Street, Strand,western Cape 7140,south Africa
- Phone
- +27 021 8533316
- in****@****m.co.za
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- thewealthroom.co.za
- Keywords
- Integrated wealth planning, Stock platform, Business planning, Wills, Retirement planning, Investments and savings, Risk protection, Healthcare, Estate planning.
- HQ
- Strand, Western Cape
The Wealth Room Questions
The Wealth Room's helpline number is +27 021 8533316
The Wealth Room's website is thewealthroom.co.za
The Wealth Room's LinkedIn profile is https://za.linkedin.com/company/the-wealth-room
The Wealth Room has
16 employees.
View email and phone details for 16
employees at The Wealth Room.
The Wealth Room's industry is
Financial Services
The Wealth Room's top competitors are
Capitec,
City Wealth Planning Ltd,
Encore Wealth Planning,
Sfg Wealth Planning,
Alexander Wealth Planning, Llc,
Carr Wealth Planning,
Legacy Wealth Planning,
Xeo Wealth Planning,
M.a.g By Wealth Planning,
Cognis Retirement Group®.
The Wealth Room's support email address is info@thewealthroom.co.za
The Wealth Room's categories are Financial Services
The Wealth Room's founding year is 1998
