Wealthworks is an independently owned financial advisory business advising clients, family offices, charitable trusts and foundations.
Wealthworks was founded in 2006 by Trevor Fine after a management buyout of the Aon Financial Planning Division, together with a smaller planning and advisory business. Trevor has a professional track record in the industry, gained over 30 years working at Sanlam, Momentum, Aon and now Wealthworks. Over the years, the business has grown significantly under his leadership and is supported by a professional and client-focused specialist team. Roger Eskinazi joined as a partner in 2017 and established the Cape Town office.
As an independent provider, clients can always rely on objective and unbiased advice which is personable and tailored to their needs.
With a selection of offerings and wide partner network – across both Planning & Advisory and Wealth & Investments, Wealthworks is able to deliver a seamless service that meets our clients’ dynamic and often complex financial requirements.
Wealthworks - your trusted partner to prosperity...
Company Details
- Employees
- 6
- Founded
- -
- Address
- 12 North Road, 1st Floor Dunkeld Place,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealthworks.co.za
- Keywords
- Wealth Management, Tax Efficiency, Financial Advice, Estate Planning, Insurance for Professionals.
- HQ
- Johannesburg, Gauteng
Wealth Works (Pty) Ltd Questions
Wealth Works (Pty) Ltd's website is wealthworks.co.za
Wealth Works (Pty) Ltd's LinkedIn profile is https://za.linkedin.com/company/wealthworks-pty-ltd
Wealth Works (Pty) Ltd has
6 employees.
View email and phone details for 6
employees at Wealth Works (Pty) Ltd.
Wealth Works (Pty) Ltd's industry is
Financial Services
Wealth Works (Pty) Ltd's top competitors are
Aon Rise,
Stag African,
Wealth Works,
Sir Group,
Basson Workwear,
Franschhoek Consulting,
Quantum Wealth Management (Pty) Ltd,
Southwood Financial Planning,
Clarity Insurance Brokers Limited,
Equity Trust Group.
Wealth Works (Pty) Ltd's categories are Financial Services
Wealth Works (Pty) Ltd's founding year is 2006
