Sustainable Wealth Management (Pty) Ltd

Sustainable Wealth Management (Pty) Ltd

Financial-Services

Pretoria, Gauteng
South Africa
Company Tagline

Paving the way for a purposeful and sustainable financial future, ensuring prosperity for generations to come.

Industry Category
Financial-Services
Company Description

Sustainable Wealth Management (Pty) Ltd is dedicated to empowering individuals to achieve financial freedom and build lasting wealth. Located in Pretoria, Gauteng, ZA, Sustainable Wealth Management (Pty) Ltd offers comprehensive financial services tailored to meet the unique needs of each client. The company's primary address is in Pretoria, Gauteng, where they provide expert guidance and support.

With a focus on financial literacy and strategic portfolio structuring, Sustainable Wealth Management (Pty) Ltd equips clients with the tools and knowledge necessary to navigate their personal finance journeys successfully. Their services include secretarial services, group risk and health, wills & testaments, retirement planning, tax consulting, investments, risk cover, risk management, personal banking, accounting services, and a wealth academy, ensuring a holistic approach to financial well-being.

Sustainable Wealth Management (Pty) Ltd is committed to paving the way for a purposeful and sustainable financial future, ensuring prosperity for generations to come. The team at Sustainable Wealth Management (Pty) Ltd is passionate about helping individuals and families secure their financial futures through informed decision-making and sound financial strategies. We invite the manager of Sustainable Wealth Management (Pty) Ltd to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services.

Sustainable Wealth Management (Pty) Ltd se consacre à donner aux individus les moyens d'atteindre la liberté financière et de bâtir une richesse durable. Située à Pretoria, Gauteng, ZA, Sustainable Wealth Management (Pty) Ltd offre des services financiers complets adaptés aux besoins uniques de chaque client. L'adresse principale de la société est à Pretoria, Gauteng, où elle fournit des conseils et un soutien d'experts.

En mettant l'accent sur la culture financière et la structuration stratégique de portefeuille, Sustainable Wealth Management (Pty) Ltd fournit à ses clients les outils et les connaissances nécessaires pour naviguer avec succès dans leurs parcours financiers personnels. Leurs services comprennent les services de secrétariat, les risques et la santé collectifs, les testaments, la planification de la retraite, le conseil fiscal, les investissements, la couverture des risques, la gestion des risques, les services bancaires personnels, les services comptables et une académie de richesse, assurant une approche holistique du bien-être financier.

Sustainable Wealth Management (Pty) Ltd s'engage à ouvrir la voie à un avenir financier intentionnel et durable, assurant la prospérité des générations à venir. L'équipe de Sustainable Wealth Management (Pty) Ltd se passionne pour aider les individus et les familles à assurer leur avenir financier grâce à une prise de décision éclairée et à des stratégies financières saines. Nous invitons le responsable de Sustainable Wealth Management (Pty) Ltd à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur ses services exceptionnels.

Key Personnel / Employees
Zantenique Geel Marizka Swan Louzelle Van Dyk Kobus van Dyk MBA

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

4 Companies
Comparison Field
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Founded Year
2021 1985 1987
Company Size
2-10 2-10 11-50
City
Pretoria, Gauteng Grand Rapids, Michigan Perth, WA Fenton, MI
Country
South Africa United States Australia United States
Skills & Keywords Comparing with main company
16 Total Skills
Financial Services Wealth Management Retirement Planning Investment Strategies Tax Consulting Risk Management Financial Literacy Secretarial Services Group Risk Group Health Wills & Testaments Investments Risk Cover Personal Banking Accounting Services Wealth Academy
8 Total 8 Unique
Unique Skills:
Cash Flow Planning Charitable Giving Debt Management Employee Benefit Maximization Estate Planning Financial Planning +2
8 Total 8 Unique
Unique Skills:
Aged Care Cashflow Management Debt Management Estate Planning Financial Planning Self Managed Super Funds +2
12 Total 1 Common 11 Unique
Match 6%
Common Skills:
Wealth Management
Unique Skills:
401(k) Monitoring Advanced Planning Asset Management Engineers Executive & Corporate Services Financial Planning +5
4
Total Companies
1985
Oldest Founded
3
Countries
39
Unique Skills

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Alternative Company Names

This company is also known as

Sustainable Wealth Management (Pty) Ltd 可持续财富管理(私人)有限公司 टिकाऊ वेल्थ मैनेजमेंट (पीटीवाई) लिमिटेड إدارة الثروات المستدامة (Pty) Ltd Устойчивое управление капиталом (Pty) Ltd