Holistic Wealth Management (Pty) Ltd.

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Company Information

Holistic Wealth Management (Pty) Ltd.

Description: An Independent Financial Services Provider, authorised by the Financial Services Board, 42927.

Providing holistic financial advice and planning, international investment advice and management, estate, life and retirement advice and management.

This is a fee based consultancy based in the Cape Winelands.

Location: South Africa
City: Franschhoek,
Address: Bijoux Square
Postal code: 7690

Legal form: Privately Held

Year of Funding: 2010

Nr of employees: 1-10 employees


Activities: Financial Planning and Advice, International Retirement Planning and Advice including QROPS, International Investment Planning and Advice, Estate and lifestage planning and Advice

Industry: Financial Services

Holistic Wealth Management (Pty) Ltd. Contacts

Name Position Experience Current position Contact informations
Neil Palmer Director October 2010 - Present (5 years 1 month) Yes unavailable

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