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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
- 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
Basson Workwear,
Stag African,
Quantum Wealth Management (Pty) Ltd,
Sir Group,
Southwood Financial Planning,
Franschhoek Consulting,
Clarity Insurance Brokers Limited,
Equity Trust Group,
Wealth Works,
Aon Rise.
Wealth Works (Pty) Ltd's categories are Financial Services
Wealth Works (Pty) Ltd's founding year is 2006
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Top Wealth Works (Pty) Ltd Employees
-
Gemma De Luca
Certified Financial Planner
City Of Johannesburg, Gauteng, South Africa, South Africa1northstarmoney.com -
-
Roger Eskinazi
Managing Director, Wealthworks Family…
Cape Town, Western Cape, South Africa, South Africa -
Malcolm Munsamy
Director - Planning & Advisory, Wealth…
City Of Johannesburg, Gauteng, South Africa, South Africa
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