Wealth Associates Bespoke Solutions (Pty) Ltd
Financial Planning broadly encompasses the following 2 areas, Wealth Creation and Wealth Preservation. Both areas are necessarily inter-connected and so should ideally be addressed together within an analysis of your financial needs.
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 SA (Pty) Ltd is a Financial Services Group consisting of Partner and Affiliate Brokerages, who specialise in Life Assurance, Investment, Retirement, Health Care, Employee Benefits and Short Term Insurance. Who Is Wealth Associates Asset Management Who Is Wealth Associates Asset Management With investments, risk simply reflects a level of uncertainty. That is, the higher the risk of an investment, the less certain the outcome. Achieving returns much lower than expected may have negative consequences to an investor. The sole purpose of the Wealth Associates Flagship Range is to ensure that our clients are compensated over time for the uncertainties of investing. Significant strides that have been made in portfolio construction and Wealth Associates have adopted an approach that blends the experience we have built up over the years with global leading-edge technology.
Address: 39 Cowley Road, Kleve Hill Park, Sandton 2191, South Africa
Phone: +27 11 807 6182
FAX: +27 11 807 7796
