Vista Wealth Management, South Africa
www.vistawealth.co.zaVista means a pleasing view, often through a narrow passage or trees. We were inspired by this expression and wanted to link it to what we do: Creating pleasant long term financial views for our clients by navigating their portfolios through all economic conditions Vista is a specialised Wealth Management business, providing our clients with an independent financial planning and investment service. By being honest and transparent, our clients remain our top priority. We understand that building your Wealth wasn’t easy so we want to help you manage, preserve and grow it. Vista's services includes: - Financial and retirement planning - Unit trust investing - Stockbroking and derivative trading - Offshore bank accounts, currency conversion and investing - Business and life insurance - Tax consulting - Trusts and estate planning As truly independent financial advisors, Vista is in a unique position to provide our clients with unbiased and holistic advice to help them reach their financial goals. Vista provides its clients wealth management services through some of the leading providers in SA: - Allan Gray - Investec - Liberty - Momentum - Sanlam
Read moreVista means a pleasing view, often through a narrow passage or trees. We were inspired by this expression and wanted to link it to what we do: Creating pleasant long term financial views for our clients by navigating their portfolios through all economic conditions Vista is a specialised Wealth Management business, providing our clients with an independent financial planning and investment service. By being honest and transparent, our clients remain our top priority. We understand that building your Wealth wasn’t easy so we want to help you manage, preserve and grow it. Vista's services includes: - Financial and retirement planning - Unit trust investing - Stockbroking and derivative trading - Offshore bank accounts, currency conversion and investing - Business and life insurance - Tax consulting - Trusts and estate planning As truly independent financial advisors, Vista is in a unique position to provide our clients with unbiased and holistic advice to help them reach their financial goals. Vista provides its clients wealth management services through some of the leading providers in SA: - Allan Gray - Investec - Liberty - Momentum - Sanlam
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Managing Director
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