wealth associates

6.7

Wealth Associates provides a comprehensive suite of financial planning services designed to help individuals achieve their financial goals. Their team of experienced advisors offers personalized guidance on areas such as investments, retirement planning, and estate management.

Wealth Associates is dedicated to putting clients first, fostering long-term relationships built on trust and transparency. They strive to provide a holistic approach to financial wellness, taking into consideration the unique needs and circumstances of each individual they serve.

Accessibility

Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet

Amenities

Toilet

Planning

Appointments recommended

wealth associates is in position 6 of financial advisors in Johannesburg

Address Phone Website Business Hours

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Customer Reviews
Information about wealth associates
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- Phone
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Customer Reviews

This a wonderful company. They are client centered and specialists in their field. I have been a client of theirs for 15 + years and have been very happy. They look after you holistically with and evidence based financial planning approach. They do medical aid, short term, gap cover, investments and estate planning. I have referred many people to them and will continue to do so.

Elindi Van den Heever

Shoutout!!! Devina McKop - Medical Aid Administrator is TOPS!! Nothing is too much trouble for her and she's super friendly, fast and efficient!!! DEFINITELY RECOMMEND!!! Love Jenni

Pam Goodall

I have been with Wealth Associates for many years and they are truly excellent, going above and beyond for their clients. Thank you Wealth Associates and Andrea in particular!

Peter Pedroncelli

Wonderful company that provides professional and competent services. The financial advisers are great at building long term relationships and caring for their clients needs.

Nicole Borbely

Great Service and very knowledgeable on a wide variety of financial products. Highly recommended.

LIVIO LAZZARI

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Information about wealth associates

Address

wealth associates is located at 20 Peter Place, Bryanston, Johannesburg, 2060, South Africa

Phone

The phone number of wealth associates is +27 11 807 6182

Website

The website of wealth associates is: wealthassociates.co.za

Business Hours

Monday: 08:00–16:00
Tuesday: 08:00–16:00
Wednesday: 08:00–16:00
Thursday: 08:00–16:00
Friday: 08:00–16:00
Saturday: Closed
Sunday: Closed