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SP Wealth Management

Owner: SPWM
Address: 69 Totnes Road, Cape Town, South Africa, 7800
Telephone: 0217979940
Fax: 0866402037
E-mail
Featured: No
Visited: 11

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SP Wealth Management is an investment management and advisory service with key individuals’ collective experience spanning over 40 years; it is on track since the year 2003. The experience extends to providing advice on the following topics: - • Investment Products i.e. offshore, linked and estate planning • Retirement Planning i.e. RA’s, Provident, Pension, Preservation • Risk Management i.e. Health, Life and Short Term and Marine insurance • Fiduciary Services i.e. Wills, Executorships, Tax Consultancy, Trusts • Mortgage Finance and Property Syndication • SME Business Advisory service SP Wealth Management and its Associates have entered into agreements with the following companies: Financial Planning Services: Long Term Insurance: AIMS – ABSA Investment Management Service Assupol Allan Gray Ltd ALTRISK – Hollard life Cadiz Asset Management Discovery Health and Life Coronation Fund Managers Metropolitan Odyssey and Life Futuregrowth Asset Management Momentum Life HSBC Republic Bank (Suisse) S.A Old Mutual life and Oxygen Investec IMS Marriott Unit Trust Management Co. Ltd Momentum IMS Metropolitan Unit Trusts Nedbank Unit Trusts Short Term Insurance: OASIS Asset Management Old Mutual Fairbairn Capital (Frontiers & Galaxy) Auto and General RMB Investment Services Clarendon Transport Imperial Business Advisory Services: Mutual and Federal SA Eagle Sizanani Advisory Services - BANKSETA Santam Mortgage Originators: Bridgewater Financial Services Old Mutual Bank We are authorised to market the products of the above companies.