The Wholistics Planning Group
Financial Services
Morningside, Za
23 employees
- Employees
- 23
- Contacts
- 2
- Emails
- 2
The Wholistics Planning Group Overview
- Headquarters
- Morningside, Za
- Website
- www.wholistics.co.za
- Industry
- Financial Services
- Employees
- 23
- Founded
- 1996
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About The Wholistics Planning Group
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.
The Wholistics Planning Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
The Wholistics Planning Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Cindy Jean | Wealth Associate the Wholistics | Durban, Kwazulu-natal, South Africa |
Email
|
| Avashnee Maharaj | Employee Benefits Specialist | Durban, Kwazulu-natal, South Africa |
View
|
| Amzile Jakuja - Zulu | Independent Financial Adviser |
View
|
|
| Nosipho Precious Ngcobo | Health Care Consultant at Aon Sa Pty | Durban, Kwazulu-natal, South Africa |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Associate / junior
1 profile
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