The Wholistics Planning Group
Company

The Wholistics Planning Group

Financial Services Morningside, Za 23 employees
Employees
23
Contacts
2
Emails
2

The Wholistics Planning Group Overview

Headquarters
Morningside, Za
Industry
Financial Services
Employees
23
Founded
1996
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Cindy Jean Wealth Associate the Wholistics
Email
Avashnee Maharaj Employee Benefits Specialist
View
Amzile Jakuja - Zulu Independent Financial Adviser
View
Nosipho Precious Ngcobo Health Care Consultant at Aon Sa Pty
Email

Employees by Management Level

Individual contributor 3 profiles
Associate / junior 1 profile

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