Company Information

Get to know Agile Wealth

Agile Wealth (Pty) Ltd is a South Africa-based boutique financial planning practice founded by Dale de Klerk. The firm focuses on providing personalised, independent financial advice and wealth management services to individuals and families. Their core mission is to build long-term relationships with clients, helping them achieve their financial goals through services like investment management, retirement planning, estate planning, and risk management. The company is an authorised Financial Services Provider (FSP) regulated by South Africa's Financial Sector Conduct Authority (FSCA).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

Contact

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Agile Wealth

Australia

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(77 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.