Momentum

Aspire Wealth Manaement
Holistic Lifestyle Financial Planners

Aspire Wealth Management is an independent licensed, fee-based financial planning practice. We provide holistic lifestyle financial planning to our clients which in turn enables our clients to realize their aspirations.

Aspire Wealth is a strategic Partner with Acsis Ltd which is a division of Old Mutual. As a strategic partner Aspire Wealth has access to top investment analysts, financial coaches, trainers and investment strategies to name but a few. The strategic partnership agreement also stipulates that Acsis has first right of refusal on the business to ensure continuity for clients.

Our Vision:

To be the preferred financial services provider on the East Rand and to provide each client with a holistic financial map of where they aspire to be and directions of how to get there. We are passionate about helping people achieve their full potential and envision each client to be equipped with a holistic financial map of where they want to be, and how to get there.

Our Mission:

We build long-term meaningful relationships by providing our clients with a sound framework to make financial decisions. Through the implementation of unique strategies we help our clients to turn their dreams into reality, thereby achieving their goals and aspirations.

Our core values are:
• Trustworthy
•Compassion
•High Ethical Standards
•Continued education for internal and external clients

http://www.aspirewealth.co.za/
0119797017
086 649 6538
Brett Shone
Brett Shone
Wealth Specialist

Personal Financial Planning, Business Risk and Tax Services

0828916378
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