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Client Care | Lifestyle Financial Planning

Client Care | Lifestyle Financial Planning

Financial ServicesFlag of ZANelson Mandela Bay, Eastern Cape, South Africa1-10 Employees

Company overview

Headquarters1 Pommern St, Nelson Mandela Bay, Eastern Cape 6001, ZA
Phone number+27415812833
Website
NAICS52
SIC628
Keywords
Debt Management, Risk Management, Trust Administration, Tax Planning, Investment Planning, Financial Advice, Retirement Planning, Financial Planning, Estate Planning, Healthcare Consulting, Personal Financial Management, Employee Benefits Consulting, Business Assurance, Lifestyle Financial Planning, Lifestyle Planning, Drafting Of Wills, Formation Of Trusts
Founded2002
Employees1-10
Socials

Key Contact at Client Care | Lifestyle Financial Planning

Flag of ZA

Dirk Groeneveld

Owner/Financial Planner

Client Care | Lifestyle Financial Planning Email Formats

Client Care | Lifestyle Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@clientcare.co.za), used 50% of the time.

FormatExamplePercentage
{first initial}
j@clientcare.co.za
50%
{first name}
john@clientcare.co.za
50%

About Client Care | Lifestyle Financial Planning

Client Care was founded by Dirk Groeneveld in 2002 and focuses on lifestyle financial planning. Dirk’s passion for helping others with their life-plan has resulted in a business that aims to educate as well as advise. We form long-lasting relationships with our clients and take the time to get to know them on a personal level. From favourite holiday destinations to the dreams you have for your golden years, we gain insight into your goals and work with you to tailor a financial plan to suit your individual lifestyle needs. Client Care will always provide real and honest advice - no sugar-coating here. We believe that your financial freedom depends on making the right financial decisions every time and we are here to coach you through the hard times. Our comprehensive plans include risk exposure, i.e.: life and disability, income and investment structuring, estate planning, tax, wills, trusts - whatever your needs, we take care of the financial side and administrative burdens so that you can live your dreams.

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Client Care | Lifestyle Financial Planning revenue & valuation

Annual revenue$427,775
Revenue per employee$86,000
Estimated valuation?$1,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Client Care | Lifestyle Financial Planning has never raised funding before.

Client Care | Lifestyle Financial Planning Tech Stack

Discover the technologies and tools that power Client Care | Lifestyle Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Apache HTTP Server

Web servers

reCAPTCHA

reCAPTCHA

Security

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WP Rocket

WP Rocket

Caching

Zoho

Zoho

CRM

Divi

Divi

Page builders

WordPress

WordPress

Blogs

YouTube

YouTube

Video players

Zoho Mail

Zoho Mail

Email

MySQL

MySQL

Databases

Popper

Popper

Miscellaneous

Frequently asked questions

Client Care | Lifestyle Financial Planning is located in Nelson Mandela Bay, Eastern Cape, ZA.
You can reach Client Care | Lifestyle Financial Planning at +27415812833.
Client Care | Lifestyle Financial Planning was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.
Client Care | Lifestyle Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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