| EMAIL: | |
| SOCIAL MEDIA: | |
| CONTACT NUMBER: | 0832622121 / 0113121192 |
| ADDRESS: | Cube Workspace 205 Rivonia Road Morningside Sandton 2057 |
| WEBSITE: | https://www.villicwealth.co.za VISIT WEBSITE |
I am the Executive Financial Planner and Director of Villic Wealth (Pty) Ltd. I entered the industry in 2012 within the independent financial advice space where I started as a professional assistant to the executive financial planner and then moved into an independent financial advisor role. I did this while gaining valuable experience in High Net Worth Client Retirement Planning, Independent Financial Planning and Investments.
I went on to start Villic Wealth with the idea of putting STEWARDSHIP at the center of financial planning and wealth management and I pride myself on my independence and client focused philosophy.
I have a real passion for my job and my clients. In my view, a practical aspect of Stewardship is service. Serving others more than you serve yourself. We attempt to embody this at Villic Wealth and we care about delivering a high quality service offering while providing authentic & expert advice.
Personally, I am a Christian and I enjoy engaging with Christian clients around God and Money as well.
VILLIC WEALTH is an independent financial advisory and wealth management business. We are a licensed & authorised Financial Services Provider (FSP no: 48747) and we specialise in retirement planning.
We are independent and built on the principle of stewardship. As a business we pride ourselves on ethics and best practice and we enjoy working with ethical High Net Worth Individuals, Professionals and Businesses. We received the Masthead 2019 FAIS COMPLIANCE SEAL for an excellent standard of compliance. We are unashamedly ethical.
We are accredited with and provide independent advice on products with several leading Insurance Companies and Investment Managers in South Africa. These include companies such as Allan Gray, Ninety One (previously Investec AM), Momentum, Old Mutual, PPS Insurance, PPS Investments.
We also make use of various investment options from pedigreed Fund Managers such as Coronation, Foord, Prudential, PSG, Nedgroup Investments, Prescient, Allan Gray, Ninety One and Rezco. We also have a strategic relationship with one of the best Discretionary Investment Consultancies in the country providing excellent local and global fund research and specialist portfolio consulting.
In addition to this we have valuable referral partners who can provide our clients with Wills, Trusts, Administration of Deceased Estates, Medical Aid, Short Term Insurance and Tax related Services.
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