Company Management

Wealth Planners

Financial Services Cape Town, Western Cape, Za 9 employees

Employees: 9

wealthplanners.co.za LinkedIn

Wealth Planners Overview

Headquarters: Cape Town, Western Cape, Za
Phone Number: Available in AeroLeads
Website: wealthplanners.co.za
Industry: Financial Services
Employees: 9
Founded: 2009
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Life Planning Estate Planning Retirement Planning Tax Planning Emigration Planning Investment Planning Family Office

About Wealth Planners

Wealth Planners is a FSCA licensed, independent financial planning practice. We believe in mindfully partnering with our clients by: (i) guiding them to gain the perspective needed to identify their life priorities and purpose, and (ii) ensuring that their wealth and financial structures are organised, managed, optimised and aligned to enable this to happen. Our financial planning process involves creating a holistic financial life plan to ensure we have a complete understanding of our client's financial needs, objectives, goals and requirements.

Wealth Planners Contact Details

People in AeroLeads: 2

Wealth Planners Org Chart

Sample employees and titles

Name	Title	Location	Contact
Ridzuan Abd Razak	Wealth Planner at Prudential Bsn		View
Fabio Brogneri Cfp®	Partnering with Individuals to Protect	City of Cape Town, Western Cape, South Africa	View