Ascor™ Financial Advisors is an independent, fee-based Wealth Management Practice. With focused expert services offering include Financial Planning, Investments, Retirement Planning, Auditing, Accounting, Tax and Business Consulting.
BDO, in South Africa, is the South African member firm of BDO International. BDO is the brand name for the BDO network and for each of the BDO member firms. The global BDO network provides audit, tax and advisory services in 152 countries, with over 59,000 people working out of 1,300 offices worldwide.
Brenthurst Wealth Management is a registered financial services provider and is a fully- fledged financial and investment services company with offices in Johannesburg, Pretoria and Cape Town.
Chartered Wealth Solutions is one of the largest independent financial planning practices in South Africa. As a retirement specialist, Chartered has pioneered the Financial Life Planning process, partnering with our valued clients in creating a holistic retirement. Chartered is an award-winning practice, with two FPI Financial Planner of the Year winners and two finalists.
Consolidated Financial Planning is a national fee based practice that provides professional and independent advice to individuals; trustees and leaders of corporates to assist them in making the right financial decisions.
Efficient Advise provides comprehensive financial planning and investment management expertise for the benefit of individual and corporate clients.
Independent Wealth Managers (IWM) are accountable professionals that focus on creating long-term wealth, based entirely on clients’ unique circumstances. The practice has a highly personalised approach that ensures the team gains an in-depth understanding of clients’ financial objectives; a necessity to navigate them in what has become a complex ever-changing economic landscape.
Netto Invest (PTY) Ltd: A Trusted, Independent Investment Planning Practice. Ian Beere and Debbie Netto–Jonker, both recipients of the Personal Finance /Financial Planner of the Year Award, are at the helm of this well-respected, widely-trusted fee based practice.
Since 1990, Private Client Holdings based in Cape Town has been assisting families define and implement strategies for managing their wealth. Private Client Holdings strive to provide a specialist solution to every client’s individual financial needs by building a customised strategic plan with quantifiable goals and deadlines. The practice’s vision has always been crystal-clear; to take pleasure and pride in nurturing wealth for its private clients and their families through the provision of superior financial advice and portfolio management services.
Quoin Wealth, incorporating Quoin Trust fiduciary services, uses an integrated approach when providing holistic financial and estate planning solutions to individuals, partnerships, companies and trusts. They believe in integrating goals and values to financial planning by establishing what money means to their clients.
The Wealth Corporation was founded in 2001 and partnered with the Citadel Group in 2012. Their holistic advisory solution offers a 360 degree view of retirement planning and management, including all aspects of financial and personal well-being. This process is called Integrated Insight.
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