Rosebank Wealth Group (Pty) Ltd
Financial-Services
Website
Company Tagline
At Rosebank Wealth Group, our mission is to be your trusted partner on your financial journey.
Industry Category
Business Keywords
Company Description
Rosebank Wealth Group (Pty) Ltd is a leading financial services provider committed to guiding families towards achieving their financial goals. Located in Rosebank, Gauteng, Rosebank Wealth Group integrates an independent approach to wealth management with a deep understanding of each client’s unique needs. By tailoring solutions aimed at simplifying the big picture, Rosebank Wealth Group ensures peace of mind for all its clients.
Rosebank Wealth Group offers a comprehensive suite of services, including financial planning, retirement planning, investment management, group retirement annuities, and a family office service. With a client-centric approach at the core of its business, Rosebank Wealth Group walks alongside clients, providing both one-off advice and ongoing lifestyle planning to help them navigate their financial journey successfully.
Rosebank Wealth Group is located at Ground Floor, Rosebank Terrace, 23 Sturdee Avenue, Rosebank, Gauteng 2196, ZA. Rosebank Wealth Group’s mission is to be a trusted partner, offering expert guidance and support. We invite the management of Rosebank Wealth Group to create a customized and exclusive company showcase and product listing on our platform.
Rosebank Wealth Group (Pty) Ltd is 'n toonaangewende verskaffer van finansiële dienste wat daartoe verbind is om families te lei om hul finansiële doelwitte te bereik. Rosebank Wealth Group, geleë in Rosebank, Gauteng, integreer 'n onafhanklike benadering tot welvaartbestuur met 'n diep begrip van elke kliënt se unieke behoeftes. Deur oplossings aan te pas wat daarop gemik is om die groter prentjie te vereenvoudig, verseker Rosebank Wealth Group gemoedsrus vir al sy kliënte.
Rosebank Wealth Group bied 'n omvattende reeks dienste, insluitend finansiële beplanning, aftreebeplanning, beleggingsbestuur, groepaftreeannuïteite en 'n familiekantoordiens. Met 'n kliëntgerigte benadering in die kern van sy besigheid, wandel Rosebank Wealth Group saam met kliënte en bied beide eenmalige advies en voortgesette lewenstylbeplanning om hulle te help om hul finansiële reis suksesvol te navigeer.
Rosebank Wealth Group is geleë te Ground Floor, Rosebank Terrace, 23 Sturdee Avenue, Rosebank, Gauteng 2196, ZA. Rosebank Wealth Group se missie is om 'n betroubare vennoot te wees wat kundige leiding en ondersteuning bied. Ons nooi die bestuur van Rosebank Wealth Group uit om 'n pasgemaakte en eksklusiewe maatskappyvertoning en produklys op ons platform te skep.
Key Personnel / Employees
Compare Companies Side by Side
Compare Rosebank Wealth Group (Pty) Ltd with 3 companies in Financial-Services
| Comparison Field |
Rosebank Wealth Group (Pt...Main Company |
S.F.P. – Smart Finan...View Profile |
The Mather Group, LL...View Profile |
Evermay Wealth Manag...View Profile |
|---|---|---|---|---|
|
Founded Year
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— | 2022 | 2011 | 2009 |
|
Company Size
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— | 11-50 | 51-200 | 11-50 |
|
City
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Rosebank, Gauteng | Chicago, Illinois | Arlington, Virginia | |
|
Country
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South Africa | United States | United States | |
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Skills & Keywords
Comparing with main company
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7 Total Skills
Financial Planning
Retirement Planning
Investment Management
Wealth Management
Financial Services
Family Office
Investment Solutions
|
15 Total
15 Unique
Unique Skills:
Alternative Investments
Capital tax gain
Exclusive Investments
Financial Lectures
Financial Planner
Financial Stability
+9
|
3 Total
1 Common
2 Unique
Match
14%
Common Skills:
Wealth Management
Unique Skills:
Estate Planning
Tax Planning
|
19 Total
1 Common
18 Unique
Match
14%
Common Skills:
Wealth Management
Unique Skills:
Attorneys
Certified Financial Planner
Charitable Planning
Chartered Financial Analyst
Corporate Executives & Professionals
Donor Advised Funds
+12
|
4
Total Companies2009
Oldest Founded2
Countries41
Unique SkillsSimilar Companies
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Alternative Company Names
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