WEALTHMANAGER.CO.ZA

Wealth Manager | Creating. Managing. Preserving Wealth

T: 031 343 1480 M: 27 (0)82 414 0004. Wealth is more than just money, and means something different to every individual. Wealth Manager is a boutique Financial Planning and Investment Management Company based in Pietermaritzburg, Kwa-Zulu Natal and we are committed to meeting the individual needs of our clients nationally. We partner with our clients to define what ‘wealth’ means to them, and then create the most suitable solution and manage it moving forward to preserve their wealth. Moodie’s Strategic ...

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Wealth Manager | Creating. Managing. Preserving Wealth | wealthmanager.co.za Reviews

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T: 031 343 1480 M: 27 (0)82 414 0004. Wealth is more than just money, and means something different to every individual. Wealth Manager is a boutique Financial Planning and Investment Management Company based in Pietermaritzburg, Kwa-Zulu Natal and we are committed to meeting the individual needs of our clients nationally. We partner with our clients to define what ‘wealth’ means to them, and then create the most suitable solution and manage it moving forward to preserve their wealth. Moodie’s Strategic ...

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2 about us

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4 services

5 financial planning

6 investment management

7 research

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9 reports

10 asset protection

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Wealth Manager | Creating. Managing. Preserving Wealth | wealthmanager.co.za Reviews

https://wealthmanager.co.za

T: 031 343 1480 M: 27 (0)82 414 0004. Wealth is more than just money, and means something different to every individual. Wealth Manager is a boutique Financial Planning and Investment Management Company based in Pietermaritzburg, Kwa-Zulu Natal and we are committed to meeting the individual needs of our clients nationally. We partner with our clients to define what ‘wealth’ means to them, and then create the most suitable solution and manage it moving forward to preserve their wealth. Moodie’s Strategic ...

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wealthmanager.co.za

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CREATING. Financial Planning | Wealth Manager

http://wealthmanager.co.za/creating-financial-planning

T: 27 (0)33 343 1480 M: 27 (0)82 414 0004. CREATING. Financial Planning. CREATING. Financial Planning. Wealth Manager assists with the planning and implementation of pre determined financial goals for their clients, their family and /or their businesses. This is a calculation of your future retirement capital and cash flows to determine if you have sufficient of both to realise your financial independence goal at a pre-determined age. The Star’s Personal Finance. T: 27 (0)33 343 1480 M: 27 (0)82 414 0004.

2

MANAGING. Investment Management | Wealth Manager

http://wealthmanager.co.za/managing-investment-management

T: 27 (0)33 343 1480 M: 27 (0)82 414 0004. MANAGING. Investment Management. MANAGING. Investment Management. Wealth Manager practices discretionary investment management of private and corporate investment portfolios. Wealth Manager is a Category II licenced Discretionary Investment Manager and Financial Services Provider licence number 12836. Below is a Copy of our Licence and the Products approved. Via our preferred provider -clients in Pension funds or Provident Funds are able to migrate their entire ...

3

CORPORATE SOCIAL INVESTMENT (CSI) | Wealth Manager

http://wealthmanager.co.za/corporate-social-investment-csi

T: 27 (0)33 343 1480 M: 27 (0)82 414 0004. CORPORATE SOCIAL INVESTMENT (CSI). Asunt in anim uis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in anim id est laborum. Allamco laboris nisi ut aliquip ex ea commodo consequat. Aser velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in anim id est laborum. Singakwenza aims to provide low cost, high impact.

4

Blog | Wealth Manager

http://wealthmanager.co.za/blog

T: 27 (0)33 343 1480 M: 27 (0)82 414 0004. The Star’s Personal Finance. The Star’s Personal Finance. The Gardens Suite 8 Chalet Drive Hilton Kwazulu Natal 3245. T: 27 (0)33 343 1480 M: 27 (0)82 414 0004. E-Mail: admin@wealthmanager.co.za. Moodie’s Strategic Financial Services (Pty) Ltd T/A Wealth Manager is an authorised financial services providers in terms of the Financial Advisory and Intermediary Services Act, No 37 of 2002 (FAIS). License number: 12836. Directors: J.P. Moodie.

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ABOUT US | Wealth Manager

http://wealthmanager.co.za/about-us

T: 27 (0)33 343 1480 M: 27 (0)82 414 0004. Creating. Managing. Preserving Wealth. Wealth is more than just money, and means something different to every individual. The Star’s Personal Finance. The Gardens Suite 8 Chalet Drive Hilton Kwazulu Natal 3245. T: 27 (0)33 343 1480 M: 27 (0)82 414 0004. E-Mail: admin@wealthmanager.co.za. Moodie’s Strategic Financial Services (Pty) Ltd T/A Wealth Manager is an authorised financial services providers in terms of the Financial Advisory and Intermediary Services Act...

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integrityam.co.za

Integrity Asset Management | Strategic Alliances and Partners

http://integrityam.co.za/alliances

E-mail: info@integrityam.co.za. Phone: 021 671 2112. Maintaining the trust of our clients is the cornerstone of our business. We remain true to our philosophy of long-term investing. Setting high standards and always striving to surpass them. Strategic Alliances and Partners. Integrity Portfolio Management, a joint venture with Finmar Group. Provides comprehensive, highly personalised, discretionary offshore portfolio management solutions to high net worth individuals.

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Wealth Manager | Creating. Managing. Preserving Wealth

T: 031 343 1480 M: 27 (0)82 414 0004. Wealth is more than just money, and means something different to every individual. Wealth Manager is a boutique Financial Planning and Investment Management Company based in Pietermaritzburg, Kwa-Zulu Natal and we are committed to meeting the individual needs of our clients nationally. We partner with our clients to define what ‘wealth’ means to them, and then create the most suitable solution and manage it moving forward to preserve their wealth. Moodie’s Strategic ...

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