Executive Wealth Management

Executive Wealth Management was born out of the need of the community to acquire quality financial advice and a need for the adviser to have the correct platform to deliver this in the ever changing financial planning environment. We as a a financial planning house are able to meet both these needs with confidence. We currently have 3 Managing Executives and 5 Wealth Managers that make up the initial team. We intend having a national footprint with offices in JHB, Cape Town and Durban.

We are a one stop financial services company. We offer advice on life, investment, retirement, pension funds, education planning, medical aid, wills, trusts, estate planning, wealth preservation and short term insurance both personal and commercial.