Wealth Management

Expertise in the insurance and conventional investment field, specialising in holistic financial advisory.

Growing and Managing Your Wealth

Our team at FinServe Wealth are specialists in holistic financial planning, offering financial advice in the sphere of insurances and conventional investments. We pride ourselves in providing solutions from several financial institutions, allowing our clients the advantage of making an informed decision based on their preferences and financial situation.

Our team works closely with the Property, Legal and Accounting teams at FinServe, allowing us a distinct advantage of a truly holistic offering.

FinServe Wealth Management is an authorized Financial Services Provider (FSP No: 29258).

  • BEE Level 1
  • Investments
  • Life Insurance
  • Short Term Insurance
  • Buy & Sell Insurance
  • Key Man Insurance
  • Medical Aid

In Partnership with

How can we help you? Tell us what you need, and we will find the best suited solution towards financial freedom.

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