Holistic Financial Services cc

Holistic Financial Services is an Authorised Financial Services Provider. As wealth and lifestyle planners, we have been assisting our clients since 1997, to achieve their goals and dreams. Our holistic planning process provides the structure to create, grow and protect your wealth and lifestyle. It is this dynamic plan that forms the basis of your road map to financial freedom. We dedicate a great deal of time to educate you to make the right choices for yourself, your family or your business. Holistic Financial Services is devoted to provide an overall satisfying experience from the moment of first contact and throughout the relationship. We have highly QUALIFIED and DEDICATED financial planners, business experts & support staff. Our PLANNERS are professionally qualified with significant experience in WEALTH & LIFESTYLE PLANNING. Our team of professionals are determined to deliver objective and personalized wealth and lifestyle planning solutions for our clients. Our services extend beyond INITIAL planning meetings to a process of on-going education.

Address: 3 Irene Street, Bellville 7530 Western Cape, South Africa

Phone: +27 21 946 1030
FAX: +27 8661 54880