Villic Wealth (Pty) Ltd is an authorised Financial Services Provider (FSP: 48747) and a Proudly South African Independent Financial Advisory Firm build on the principle of Stewardship. In business as in life, there are certain things that define who you are and what you stand for. For us, it is Financial Stewardship and the pursuit of Protecting Families & Building Wealth. We focus on two main areas of financial services, namely Personal Financial/Retirement Planning for Professionals and Bespoke Employee Benefit Solutions for Small to Medium sized Businesses in South Africa. We are accredited with several leading Insurance Companies and Investment Managers in South Africa. Some of these are PPS, Allan Gray, Investec, Momentum, Old Mutual (including EB), Hollard Group Risk, Sanlam EB & more. PERSONAL FINANCIAL/RETIREMENT PLANNING FOR PROFESSIONALS: We partner with clients and assist them in identifying and achieving their financial planning goals. We place a lot of importance on helping younger professionals put in place the products that will protect their ability to earn income & provide for their family as well as build their investment portfolios. For older professionals we emphasize the importance of appropriately allocating their retirement capital based on their retirement needs and due to our experience in taxation, we also assist the retiring professional with structuring their income and submitting their tax returns. BESPOKE EMPLOYEE BENEFIT SOLUTIONS: Our mission is to provide bespoke financial service solutions for small to medium sized businesses with an emphasis on employee benefits which are well-suited for the employer and beneficial for the employees. We also provide value added services such as member presentations to equip members to better manage their finances. In addition to this we assist companies with key-man policies, preferred compensation plans and buy & sell agreements. Looking forward to hearing from you.