Wealth Associates South Africa

Wealth Associates South Africa is a group of independent financial advisory firms that specialise in wealth management for clients, including investment and retirement planning, life assurance, medical aid, employee benefits and short term insurance. Established in 2005, Wealth Associates comprises a group of successful independent advisory firms around South Africa and is managed by seven partners with more than 150 years of combined experience. Together these firms have 30 advisors, 60 staff, 6 000 clients, and more than R2.5 billion in assets under advice.

Our stringent set of client values

We will help you to bring order to your financial life, by assisting you in getting your financial house in order at both the “macro” level of investment (insurance, estate, taxes, etc.) and also the “micro” level of household cash flow.

Become a Wealth Associates Financial Advisor

You will have the support of an established and respected firm, specialist expertise and training at your fingertips, and the peace of mind of leaving the time consuming administrative burden to professionals. At last you can unlock your true potential and focus 100% on creating wealth for your clients and growing your practice.

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bespoke

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