Private Wealth Management (Pty) Ltd

Private Wealth Management (Pty) Ltd

Financial-Services

Century City, Wester...
Company Tagline

Financial Services Provider giving wealth purpose on your financial planning journey.

Industry Category
Financial-Services
Company Description

Private Wealth Management (Pty) Ltd is a leading financial services provider committed to guiding individuals and businesses on their financial planning journey. With a focus on building strong partnerships, Private Wealth Management takes a proactive approach to understanding clients' needs and aspirations, ensuring that their financial goals are clearly defined and strategically pursued.

Located at Century Avenue, Private Wealth Management Building, The Estuaries, Oxbow Crescent, Century City, Western Cape 7441, ZA, and with additional offices at 721 Jan Shoba Street, Hillcrest, Pretoria, Gauteng; Riley Road, 15E Riley Road Office Park, Bedfordview, Gauteng; 27/29 Jan Hofmeyer Road, Delmat House, Westville, Durban; 35 Ballyclare Dr, Lacey Oak House, 2nd floor Ballyoaks Office Park, Bryanston, Gauteng; 99 Davidson Rd, George, Western Cape; 90b Montagu St, Elizabeth Place, Mossel Bay, Western Cape; 223 Cape Rd, Mill Park, Port Elizabeth, Eastern Cape; Belmont Rd, North Wing 1st Floor Belmont Square, Cape Town, Western Cape; 28 Koorsboom Ave, Unit 5 Toledo Spur Building, Rustenburg, North-West; Cnr Adam Tas & Devon Valley Rd, The Vineyard Offices Ground Floor Building B2, Stellenbosch , Western Cape, Private Wealth Management (Pty) Ltd offers a comprehensive suite of services, including wealth for retirement, private banking, offshore wealth accumulation, wealth protection, and corporate treasury solutions. They also specialize in asset protection, health protection, QROPS, corporate employee benefits, wealth accumulation, business insurance, and wealth preservation, ensuring holistic financial security for their clients.

Founded in 2000, Private Wealth Management (Pty) Ltd prides itself on its team of professional and highly qualified financial planners. Their commitment to exceptional service and long-term relationships makes them a trusted partner in wealth management. Information about Private Wealth Management (Pty) Ltd is being finalized and will soon be completed with the support of the company’s management.

To the manager of Private Wealth Management (Pty) Ltd: We invite you to create a customized and exclusive company showcase and product listing on our platform to further enhance your commercial development.

Key Personnel / Employees
Rory Shea CFP ® Warren Wilkinson - CFP® FPSA® Stanley Tordiffe Barend Thompson

Compare Companies Side by Side

Compare Private Wealth Management (Pty) Ltd with 3 companies in Financial-Services

4 Companies
Comparison Field
Private Wealth Management (Pty) Ltd
Private Wealth Management...
Main Company
KIMFO Family Office
KIMFO Family Office
View Profile
Founded Year
1999 2005 2001
Company Size
11-50 2-10 51-200
City
Century City, Western Cape Melbourne, Victoria Ra'anana, Central District St Helier, Jersey
Country
Australia Jersey
Skills & Keywords Comparing with main company
17 Total Skills
Wealth Management Financial Planning Retirement Planning Investment Services Wealth Protection Private Banking Financial Services Wealth for Retirement Offshore Wealth Accumulation Corporate Treasury Solutions Asset Protection Health Protection QROPS Corporate Employee Benefits Wealth Accumulation Business Insurance Wealth Preservation
12 Total 12 Unique
Unique Skills:
Asset Finance Business Advice Commercial Finance Finance Broking Home Loans Loan Book Purchses +6
8 Total 8 Unique
Unique Skills:
Asset Allocation Charitable Giving Investment Advising Real Estate Investment Risk Management Succession Planning +2
8 Total 8 Unique
Unique Skills:
Company Formation Corporate Services Pensions Administration Private Client QNUPS Real Estate +2
4
Total Companies
1999
Oldest Founded
2
Countries
45
Unique Skills

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Alternative Company Names

This company is also known as

Private Wealth Management (Pty) Ltd 私人财富管理(私人)有限公司 निजी धन प्रबंधन (पीटीवाई) लिमिटेड إدارة الثروات الخاصة (ذ.م.م) Gestion de patrimoine privé (Pty) Ltd Gestão de Patrimônio Privado (Pty) Ltd