Wealth Planners

www.wealthplanners.co.za

Wealth Planners is a FSCA licensed, independent financial planning practice. We believe in mindfully partnering with our clients by: (i) guiding them to gain the perspective needed to identify their life priorities and purpose, and (ii) ensuring that their wealth and financial structures are organised, managed, optimised and aligned to enable this to happen. Our financial planning process involves creating a holistic financial life plan to ensure we have a complete understanding of our client's financial needs, objectives, goals and requirements.

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Wealth Planners is a FSCA licensed, independent financial planning practice. We believe in mindfully partnering with our clients by: (i) guiding them to gain the perspective needed to identify their life priorities and purpose, and (ii) ensuring that their wealth and financial structures are organised, managed, optimised and aligned to enable this to happen. Our financial planning process involves creating a holistic financial life plan to ensure we have a complete understanding of our client's financial needs, objectives, goals and requirements.

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Country

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City (Headquarters)

Cape Town

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Employees

1-10

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Founded

2009

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Potential Decision Makers

  • Co - Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Director / Wealth Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Administrator

    Email ****** @****.com
    Phone (***) ****-****
  • Paraplanner

    Email ****** @****.com
    Phone (***) ****-****

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