The Wholistics Planning Group is a financial services firm that provides comprehensive financial planning and wealth management. Their "wholistic" approach involves considering all aspects of a client's financial life, including investment management, retirement planning, estate planning, tax planning, and insurance services. They aim to build long-term relationships with clients, acting as a primary resource for their financial decisions. The firm's advisors are affiliated with Osaic Wealth, Inc., a registered broker-dealer and investment advisor.

Founded in

South Africa