Established in 2004, FullCircle Wealth Management is an independent financial planning firm licensed by South Africa's Financial Sector Conduct Authority (FSCA). The company focuses on building long-term relationships with clients by providing personalized, holistic financial planning and wealth management services. Their core offerings include investment management, retirement planning, risk planning (insurance), and estate planning, aiming to help clients achieve their financial goals and secure their financial future.

Founded in

United States