Firm | Villic Wealth (Pty) Ltd |
Suburb | Sandton |
Address |
Cube Workspace,
205 Rivonia Road,
Morningside,
Sandton, 2057
See Map |
GPS | -28.057397, 26.088682 |
FSP Licence | 48747 |
Languages | English, Afrikaans (in order of proficiency) |
Tel | 0832622121 |
Cel | 0832622121 |
Website | www.villicwealth.co.za |
Qualifications | |
Bachelor of Commerce (BCom) Financial Management UNISA Regulatory Exam: Representative (Distinction) Issuing authority Financial Planning Institute; FSCA Regulatory Exam: Key Individual (Distinction) Issuing authority Financial Planning Institute; FSCA Member of MASTHEAD |
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Business Assurance | |
Offshore Investment | |
Group Schemes |
FOCUS
INVESTMENTS including Pre- & Post- RETIREMENT PLANNING. Retirement Plans are comprehensive & tailored to every client’s needs. STEWARDING your wealth.OTHER SERVICES
Villic Wealth, in association with our carefully selected referral partners, also offer further services such as Wills, Trusts, Administration of Estates, Short Term Insurance, Medical Aid, Tax and Accounting.
OTHER COMPANIES REPRESENTED
We also make use of various investment options from pedigreed Fund Managers such as Coronation, Foord, Prudential, PSG, Nedgroup Investments, Prescient, Allan Gray, Investec AM and Rezco.
Furthermore, Villic Wealth, in association with our carefully selected referral partners, also offer further services such as Wills, Trusts, Administration of Estates, Short Term Insurance, Medical Aid, Tax and Accounting.
Companies through which more than 30% of income is derived:
Allan Gray and PPS
I entered the industry in 2012 within the independent financial advice space. I started as a professional assistant to the executive financial planner and then moved into an independent financial advisor role while gaining valuable experience in High Net Worth Client Retirement Planning, Independent Financial Planning and Investments.
For more than 3 years now I have been the executive financial advisor and director of Villic Wealth (Pty) Ltd.
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.
VILLIC WEALTH is independent and built on the principle of stewardship. As a business we pride ourselves on ethics and best practice. We are compliant Members of Masthead and have received the 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, Investec AM and Rezco.
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.
Minimum Levels of Premium/Investment accepted | Lump Sum: R2000000.00 Recurring monthly: R3500.00 |
Remuneration | Fee OR commission |
Legal structure of employer | (Pty) Ltd company |
Number of staff | 1 |
Indemnity insurance | Insurance: yes Value: R5000000.00 |