Company Tagline
Plan your future Today!
Industry Category
Business Keywords
Company Description
Consolidated Wealth Group ™ is a leading privately owned wealth management company dedicated to helping individuals and families achieve their financial goals. With a commitment to personalized service and expert advice, Consolidated Wealth Group ™ offers a comprehensive suite of financial solutions tailored to meet the unique needs of each client.
Located at the primary address of 3 Abrey rd, Block E, Kloof, KZN 3610, ZA, Consolidated Wealth Group ™ specializes in a range of services, including disability insurance, life assurance, wills, savings, retirement planning, financial planning, wealth management, and investments. Since its founding in 2005, Consolidated Wealth Group ™ has built a strong reputation for integrity, professionalism, and delivering exceptional value to its clients.
Consolidated Wealth Group ™ is committed to empowering clients to make informed financial decisions and build a secure financial future. We invite the management team at Consolidated Wealth Group ™ to create a customized and exclusive company showcase and product listing on our platform to further highlight your services and expertise.
Key Personnel / Employees
Compare Companies Side by Side
Compare Consolidated Wealth Group ™ with 3 companies in Financial-Services
| Comparison Field |
Consolidated Wealth Group...Main Company |
Stone Wealth Managem...View Profile |
ZAQfinView Profile |
Imperial Wealth Plan...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2002 | 2016 | 2015 |
|
Company Size
|
— | 11-50 | 2-10 | 2-10 |
|
City
|
Kloof , KZN | eThekwini, KwaZulu-Natal | Somerset West, Western Cape | Pfäffikon, Schwyz |
|
Country
|
South Africa | South Africa | Switzerland | |
|
Skills & Keywords
Comparing with main company
|
13 Total Skills
Wealth Management
Financial Planning
Retirement Planning
Investment Services
Life Assurance
Disability Insurance
Savings
Disability insurance
Life assurance
Wills
Retirement planning
Financial planning
Investments
|
10 Total
2 Common
8 Unique
Match
15%
Common Skills:
Financial Planning
Retirement Planning
Unique Skills:
Advisors
Estate Planning
Independent
Retirement Specialists
Risk Planning
Succession Planning
+2
|
13 Total
13 Unique
Unique Skills:
Corporate financial wellness
Credit report
Debt
employee wellness
Financial education
Financial stewardship
+7
|
3 Total
1 Common
2 Unique
Match
8%
Common Skills:
Financial Planning
Unique Skills:
Insurance
Mortgages
|
4
Total Companies2002
Oldest Founded2
Countries35
Unique SkillsSimilar Companies
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Alternative Company Names
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