Wealth Management
Your specialist in Personal and Business Insurance, Investments, Medical Aids and much more!

About Wealth Management
My passion in the financial industry is to help as many people possible. I believe that as South African’s we do not have a saving mentality. The problem comes in where we start saving too late or don’t start at all to save…. We spend from month to month with no provision for emergency money or money when we retire or provision for our families when we are no longer around to provide for them.
If we can help enough people to make a change in their financial planning we believe they will share this with their children so they will help their children when they become adults to plan for a better future, this way we will start to change a generation for the better, so that we don’t send people and families back into the cycle of poverty.
More so in the past, a lot of people weren’t privileged to financial advisers or they just were not told about financial planning, thus the reason they have ended up where they are today, so for me it is important to help as many people as possible and get them to refer me to their friends, families and colleagues, this way if they decide not to look into their financial affairs, they have at least made an informed decision as they had all information on hand
I would love to make a huge impact on the next generations wealth management, once again for the better, to help the ‘everyday’ man out there, not only him/ her, but for their families too.
Related keywords
Address
Century Boulevard, Century CityCape Town City Centre, Cape Town
Western Cape, 7441
Also serves: Western Cape
Opening hours
- Monday
- 08:00 – 17:00
- Tuesday
- 08:00 – 17:00
- Wednesday
- 08:00 – 17:00
- Thursday
- 08:00 – 17:00
- Friday
- 08:00 – 17:00
- Saturday
- Closed
- Sunday
- Closed
Is this your business? Sign in to update it ·
Similar businesses nearby
CompareGuru Insurance BrokersInsurance Brokers · Cape Town City Centre, Cape TownCOMPAREGURU INSURANCE QUOTES CompareGuru provides independent insurance quotes as one of South Africa's leading, independent online insurance website for car insurance, life insurance, funeral…
Funeral FundiInsurance Brokers · Roggebaai, Cape TownFuneral Fundi offers funeral insurance from as little as R12/ month. Get up to R30 000 in cash when you need it the most. Get your instant quote at Funeralfundi.co.za/instant-quote/. No paperwork.
Lamna Cape TownBusiness Loans and Funding · Cape Town City Centre, Cape TownOur Cape Town branch is located in the heart of the CBD, right on Strand Street. It’s on the corner of Rose and Strand Streets, opposite the State House Building.
Impact AmplifierFinancial Advisors · Cape Town City Centre, Cape TownImpact Amplifier invests and accelerates Africa's leading Social Enterprises. Leaders in early stage social and environmental innovation in Africa. Speak to our expert team.
Kudough Credit SolutionsBusiness Loans and Funding · Cape Town City Centre, Cape TownGet your free credit report today! Kudough guarantees to improve your financial health.