Wealth Associates
Wealth Associates South Africa, established in 2005, is the holding company of a group of highly regarded, hand selected, inter-dependent financial advisory Firms. Wealth associates Firms that specialises in wealth management for clients, including investment and retirement planning, life assurance, medical aid, employee benefits and short term insurance.
Wealth Associates South Africa, established in 2005, is the holding company of a group of highly regarded, hand selected, inter-dependent financial advisory Firms. Wealth associates Firms that specialises in wealth management for clients, including investment and retirement planning, life assurance, medical aid, employee benefits and short term insurance. We are owned by the Partners, Management, key staff, and Hollard's Pico Ruivo Private Equity Fund, ensuring commitment to ethics and governance, whilst retaining the entrepreneurial approach of the Firms. We are managed by seven partners with more than 150 years of combined financial services experience. Together the Firms have 32 advisors, 60 staff, 6 000 clients, and more than R2.2 billion in assets under advice. The collective strength and size of the group enables Wealth Associates to provide superior products and expertise at lower costs and higher margins. The Group will attract and retain only selected subsidiary Firms, Partners, and Advisors that are committed to servicing their clients at the highest standard, exceeding even the legislated requirements. All clients of the Wealth Associates Firms receive independent financial advice, based not on any one product or service but on the best the market has to offer. The Group explicitly supports multiple Product Providers for each Product Category. Clients benefit from Wealth Associates' ability to create value-adding product solutions for all needs, share expertise, best practise, systems and tools, and administration, provide continuity of advice, and leverage mutual Product Partner relationships. Our various and unique partnership solutions ensure that all our Partner Firms benefit from the collective strength, collaboration, products and services and expertise of the overall Group, to look after the best interests of all their clients, product partners and shareholders. Our subsidiary Firms, Partners, Affiliates, and Advisors recognise the need to add value for their clients, grow their businesses, benefit from greater scale, belong to a group of like-minded professionals, and secure their succession planning.
Address: 39 Cowley road, Kleve Hill Park, Petervale, Johannesburg, 2191 South Africa
Phone: +27 11 807 6182
FAX:
