Wealth Preservation Strategies
The role of WPS is to render financial advice and compliance-driven financial services with honesty, diligence and skill, so as to preserve and enhance the long term financial well-being of all our clients.
WHO WE ARE Is to render financial advice & services with honesty, diligence & skill, care & respect so as to preserve and enhance the long term financial well being of all the Clients we serve. THE UNDERLYING WPS PHILOSOPHY is the creation & preservation of long term wealth & enhancement strategies for our Clients. This requires that the WPS Financial Plan ners & Wealth Managers acquire a detailed working knowledge of our Clients’ current financial affairs. It is this ‘current history’ that deter mines the starting point from which solutions are developed with the purpose of empowering and enabling Clients meet their respective agreed short, medium and long term objectives & financial goals. WPS assists Clients in the attainment of their agreed objectives and financial goals by the effective utilization and implementation of the internationally recognised, six step planning process as supported by the Financial Planning Institute. This ensures a rigorous, empowering, holistic planning and wealth management approach.
Address: Suite F 0603, 6th Floor, Mariendahl House Newlands On Main, Cnr. Main and Campground Roads Claremont, 7708, Western Cape. RSA
Phone: +27 21 447 1224
FAX: +27 865 476 327
