Holistic Wealth Management is an independent financial advisory firm based in Cape Town, South Africa. Founded on the principle of providing objective and client-centric financial advice, the company focuses on creating comprehensive financial plans for individuals and families. Their services encompass a full spectrum of wealth management, including investment strategy, retirement planning, estate planning, and risk management, all tailored to the client's unique long-term goals. The company is a licensed Financial Services Provider (FSP 45436) regulated by the South African Financial Sector Conduct Authority (FSCA).

Founded in

South Africa