The WGA Wealth Group (Pty) Ltd was founded in 2018. It is a boutique financial services provider with a strong focus on Lifestyle Financial Planning, based on the unique needs and objectives of our clients. We use the best technology in the market and our meticulous and vigorous planning process will ensure accurate results for our clients. We have also partnered with the best product suppliers in the industry to offer our clients best of breed solutions.
Our Vision and purpose:
Creating wealth for all our clients by building and protecting their assets throughout their life stages, in a holistic and comprehensive manner.
Why consider the WGA Wealth Group as client?
The future landscape of financial advice requires a client centric approach to financial advice. This does not only necessitate the use of top class financial planning software, but also an integrated client relationship and client data management system.
WGA has a well researched Wealth Management philosophy and process that is presented within a specific financial planning framework. We apply the principles of Lifestyle Financial Planning, meaning that we engage at a deeper level with our clients than the normal data gathering process applied in the market. The expertise of our financial advisers, the technology that we use and the product suppliers that we have partnered with will lead to better client outcomes.
WGA Wealth Group (Pty) Ltd registration number 2018/255561/07 is an Authorised Financial Services Provider FSP 49917
Company Details
- Employees
- 5
- Founded
- -
- Address
- 52 Bosbokrand Street, Springerbaai Eco Estate,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://https:wgawealth.co.za
- Keywords
- Financial Planning, Investment Management, Independent Advice, Employee Benefits, Stock Broking, Bespoke Solutions, Group Risk and Retirement, Group Medical Aid, Health Care for Individuals, Short term Insurance, Fiduciary Services, Risk Planning.
- HQ
- Mosselbay, Southern Cape
Wga Wealth Group (Pty) Ltd Questions
Wga Wealth Group (Pty) Ltd's website is http://https:wgawealth.co.za
Wga Wealth Group (Pty) Ltd's LinkedIn profile is https://za.linkedin.com/company/wga-wealth-group
Wga Wealth Group (Pty) Ltd has
5 employees.
View email and phone details for 5
employees at Wga Wealth Group (Pty) Ltd.
Wga Wealth Group (Pty) Ltd's industry is
Financial Services
Wga Wealth Group (Pty) Ltd's top competitors are
Portfolio Analytics (Pty) Ltd,
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Wga Wealth Group (Pty) Ltd's categories are Financial Services
Wga Wealth Group (Pty) Ltd's founding year is 2018
