CBS Financial Planning

At Wealth Associates Bloemfontein they believe in the client, they believe that the client is the person that they work for. They also believe in themselves and their expertise and that they can make a difference in their client’s business.

Theoniel McDonald
Managing Director

 

Wealth Associates Bloemfontein pride themselves on their use of technology. They have managed to integrate all their systems and now function as a 90% paperless business. Their philosophy is that any investment journey starts by first covering the basic risks and achieving financial goals requires effective planning. Clients should retire with a massive investment portfolio and not a massive insurance portfolio.

Directors Theoniel McDonald (Managing), Marc du Plooy (Non-Executive)
Key individuals Theoniel McDonald, Reiana Theunissen, Michelle Breitenbach
Representatives
Ian Loubser, Phillip Pieters, Louis Van Niekerk, Lynette Ellis, Anine Nienaber, Sophia Fitchat
Date Authorised
March 2005
An Authorised FSP 14224
Contact details 051 400 7000, reiana@wealthassociates.co.za
Location Bloemfontein

License

Category description Advice Intermediary
Long-Term Insurance: Category A, B1, B2, C X X
Short-Term: Personal, Commercial X X
Pension Benefits: Retail, Group X X
Securities and Instruments: Shares X X
Participatory interests in Collective Investment Schemes X X
Health Service Benefits X X