Make that dream holiday a reality. Visit places you’ve always wanted to see. Expand your life experiences.
Tired of your existing living arrangements? Take the first step in getting your dream home.
The best investment you can ever make is an investment in yourself and your children.
When you are faced with financial hardship, make sure that you have some cash stashed away.
Make use of this very generous tax efficient investment vehicle and achieve your goals sooner.
Make provision for comfortable and carefree golden years by starting early.
We’re doing investments in a whole new way. It’s not about risk but rather what you need the money for and most importantly when you need it.
Keep track of not only your WealthPro investments but also any other investments you have by automatically and securely connecting your account to our innovative software.
You have the power to make your own financial decisions but you can always speak to one of our trusted advisors to help you make the right financial decisions to suit you.
Don’t feel like you’re in a position to start investing? Thanks to WealthPro you can now invest from as little as R500 per month and start building your investment portfolio.
Identify your financial goal using one of our predetermined categories. Once selected use our calculator to determine how and when you want to achieve the goal.
Once you are ready to start investing we will structure an investment consisting of active and passive unit trust portfolios. Your investment will be made without having to sign and fax documentation.
You will be able to view your investment at anytime and we will continuously track and monitor how close you are to achieving your goal to live the life of your dreams.
Certified Financial Planner ©
“Becoming financially independent is not hard. All you need to do is to consistently execute your financial plan”
Financial Planning Experience: 15 Years
Current Position: Director – The Financial Emporium
Prior Position: Executive Financial Planner – Liberty Group
Education: B.Com(Hons) Financial Analysis (University of Stellenbosch), Post-Graduate Diploma in Financial Planning (CFP) (University of Free State), Advanced Post-Graduate Diploma in Financial Planning (University of Free State).
"Thanks to WealthPro I could invest my money and get returns to buy my home much faster than with a savings account from a bank"
"The best way to invest money"
"Better than a savings account. Returns that you can measure"