Creating. Managing. Preserving Wealth.
Wealth is more than just money, and means something different to every individual.
Wealth Manager is a boutique Financial Planning and Investment Management Company based in Pietermaritzburg, Kwa-Zulu Natal and is committed to meeting the individual needs of our clients nationally. We partner with our clients to define what ‘wealth’ means to them, and then create the most suitable solution and manage it moving forward to preserve their wealth.
Wealth Manager has successfully partnered both private and corporate clients in their mission to achieve their financial goals through this process of creation, management and preservation. These successful partnerships have been a result of a culmination of financial planning, tax planning, investment management and estate planning skills and expertise gathered over the past 27 years.
Company Details
- Employees
- 6
- Founded
- -
- Address
- North View, 8 Bush Shrike Close, Victoria Country Club,170 Peter Brown Drive,montrose,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealthmanager.co.za
- Keywords
- Financial Planning, Investment Management, Asset Protection, Estate Planning, Pre and Post Retirement Planning, Tax Planning, Business Assurance, Pension and Provident Funds, Discretionary Investments, Private Wealth Management, Corporate Retirement Funds.
- HQ
- Pietermaritzburg, KwaZulu Natal
Wealth Manager Questions
Wealth Manager's website is wealthmanager.co.za
Wealth Manager's LinkedIn profile is https://za.linkedin.com/company/wealth-manager
Wealth Manager has
6 employees.
View email and phone details for 6
employees at Wealth Manager.
Wealth Manager's industry is
Financial Services
Wealth Manager's top competitors are
Growfinn Wealth Management,
Adviceworx,
Fairstreet,
Wealth Manager,
Wealth Manager,
Quantum Quill,
Bonanza Portfolio Ltd,
Wealth Managers,
Municipal Asset Management Systems,
Rnr App.
Wealth Manager's categories are Financial Services
Wealth Manager's founding year is 2008
