Vista means a pleasing view, often through a narrow passage or trees. We were inspired by this expression and wanted to link it to what we do: Creating pleasant long term financial views for our clients by navigating their portfolios through all economic conditions
Vista is a specialised Wealth Management business, providing our clients with an independent financial planning and investment service. By being honest and transparent, our clients remain our top priority. We understand that building your Wealth wasn’t easy so we want to help you manage, preserve and grow it. Vista's services includes:
- Financial and retirement planning
- Unit trust investing
- Stockbroking and derivative trading
- Offshore bank accounts, currency conversion and investing
- Business and life insurance
- Tax consulting
- Trusts and estate planning
As truly independent financial advisors, Vista is in a unique position to provide our clients with unbiased and holistic advice to help them reach their financial goals. Vista provides its clients wealth management services through some of the leading providers in SA:
- Allan Gray
- Investec
- Liberty
- Momentum
- Sanlam
Company Details
- Employees
- 4
- Founded
- -
- Address
- 25 Wessel Rd, Rivonia,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- vistawealth.co.za
- Keywords
- Financial planning and investing, Retirement planning and investing, Business and life insurance, Offshore investing & bank accounts, Stockbroking and share-based loans, Tax consulting, Trust and estate planning.
- HQ
- Johannesburg, Gauteng
- Competitors
- Absolut Wealth Management Pty Ltd, NFB Private Wealth Management, Brenthurst Wealth Management (Pty) Ltd, Maximus Wealth Management, SDC Wealth Management, Private Wealth Management (Pty) Ltd, Quantum Wealth Management (Pty) Ltd, Greengrass Wealth Management, Anchor, KM Wealth Management (Pty) Ltd.
Vista Wealth Management, South Africa Questions
Vista Wealth Management, South Africa's website is vistawealth.co.za
Vista Wealth Management, South Africa's LinkedIn profile is https://za.linkedin.com/company/vista-wealth
Vista Wealth Management, South Africa has
4 employees.
View email and phone details for 4
employees at Vista Wealth Management, South Africa.
Vista Wealth Management, South Africa's industry is
Financial Services
Vista Wealth Management, South Africa's top competitors are
Absolut Wealth Management Pty Ltd,
Nfb Private Wealth Management,
Brenthurst Wealth Management (Pty) Ltd,
Maximus Wealth Management,
Sdc Wealth Management,
Private Wealth Management (Pty) Ltd,
Quantum Wealth Management (Pty) Ltd,
Greengrass Wealth Management,
Anchor,
Km Wealth Management (Pty) Ltd.
Vista Wealth Management, South Africa's categories are Financial Services
Vista Wealth Management, South Africa's founding year is 2016
