Beta Wealth Financial Services (Pty) Ltd is an authorized Financial Services Provider (FSP 49137) based in South Africa. The company focuses on providing client-centric, holistic financial planning and wealth management services. Their mission is to partner with clients to create, manage, and protect their wealth through tailored strategies that cover investment planning, retirement planning, life and disability assurance, estate planning, and medical aid solutions. They emphasize building long-term relationships based on trust and transparent financial advice.

Founded in

South Africa