Cape Town Financial Planners

InSync Financial Services
Specialising in all areas of Wealth Creation and Wealth Protection

We specialise in providing independent, comprehensive financial advice to empower our clients to understand and achieve their financial goals. We are proud to offer advice regarding Personal & Business Financial Planning which includes all areas of: Wealth Creation (Retirement Planning & Investments) and Wealth Protection (Risk Benefits, Estate Planning & Medical Aid)

0215587780
0862924245
PSG Wealth
PSG Wealth
Specialising in Wealth Creation, Wealth Protection for both personal and business clients. We also do Direct Share Trading and fiduciary services.

Independent comprehensive financial advice. We offer advice regarding Personal & Business Financial Planning which includes all areas of: Wealth Creation (Retirement Planning & Investments) and Wealth Protection (Risk Benefits, Estate Planning & Medical Aid)

One of our planners ( Wilfred Diedericks) resides in Durbanville and meet with Cape Town & surrounding clients three day per week. Wilfred also specialize in Business clients as he has 30 years of Business Banking Experience.

0233420213
0865349548
Rehan Maart
Rehan Maart
Holistic Financial Planning

I help my clients achieve financial freedom through holistic Financial Planning that takes into account:
1. Risk Management
2. Retirement Planning
3. Investment Planning

0219479588
0866870817
Vision Private Wealth
Vision Private Wealth
Manage funds and help clients with investment decisions

Independent investment and financial services group accredited to all product providers.

http://www.visionbrokers.co.za
021-91444554
021-944553
Weiss & Associates
Weiss & Associates
Health and lifestyle counselling through Discovery Vitality and Vitality drive

I structure benefits so that one’s improved health and lifestyle through Vitality and Vitality Drive partially or totally fund the costs of medical aid, life and disability cover as well as short term cover

0215569956
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