The Wholistics Planning Group provides independant financial planning advice and solutions to personal and corporate clientele. The Group combines 3 clearly distinct, specialist business units to render diverse services :-
Execuserv:
The Group's financial advice and planning professionals.
Ethix Advisory Services:
Our specialist wealth advisory management company.
Extegrity:
A Corporate Benefits division providing customized pension,provident and medical aid solutions and services to SMME's, private,public and multi-national companies.
The Group's activities provide a highly efficient "collective" resource to clientele that use each or all of our services with strong, shared interdependent data per client across all divisions to maximize planning outcomes.
Our business structure places owners and directors at the head of each of our business units for accountability.
Company Details
- Employees
- 23
- Founded
- 1996
- Address
- The Manor House (West Wing), 14 Nuttall Gardens Rd,morningside,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.wholistics.co.za
- Keywords
- wealth advisory, financial planning, corporate benefits, medical aid, offshore, tailor made solutions, investment reporting, legacy and estate planning, business partnership planning, expat life, disability & investment options, life insurance, provident, pension & retirement planning, wills & trusts, investment planning, independent solutions, gap cover.
- HQ
- Durban, KZN
The Wholistics Planning Group Questions
The Wholistics Planning Group's website is http://www.wholistics.co.za
The Wholistics Planning Group's LinkedIn profile is https://za.linkedin.com/company/the-wholistics-planning-group
The Wholistics Planning Group has
23 employees.
View email and phone details for 23
employees at The Wholistics Planning Group.
The Wholistics Planning Group's industry is
Financial Services
The Wholistics Planning Group's top competitors are
Warwick Wealth Management Ltd,
Mrd Wealth Solutions,
Tib Insurance Brokers,
The Night Owl,
Ethekwini Municipality,
Neba Private Clients South Africa,
Virtual Engine Room,
Bay Union,
Steward Capital,
Koch Independent Wealth.
The Wholistics Planning Group's categories are Financial Services
The Wholistics Planning Group's founding year is 1996
