The Wholistics Planning Group
Financial Services • 
Durban, KwaZulu-Natal, South Africa • 21-50 Employees
Company overview
| Headquarters | The Manor House (West Wing), 14 Nuttall Gardens Rd, Morningside, Durban, KZN 4001, ZA |
| Phone number | +27313124270 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Financial Planning, Offshore, Life Insurance, Medical Aid, Wills & Trusts, Corporate Benefits, Investment Planning, Tailor Made Solutions, Wealth Advisory, Investment Reporting, Expat Life, Independent Solutions, Business Partnership Planning, Disability & Investment Options, Legacy And Estate Planning, Pension & Retirement Planning, Provident, Gap Cover |
| Founded | 1996 |
| Employees | 21-50 |
| Socials |
Key Contact at The Wholistics Planning Group
Thomas Feher
Co-Owner And Ceo
The Wholistics Planning Group Email Formats
The Wholistics Planning Group uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@wholistics.co.za), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@wholistics.co.za | 50% |
{first initial}{last name} | jdoe@wholistics.co.za | 37.5% |
{first name} | john@wholistics.co.za | 12.5% |
About The Wholistics Planning Group
The Wholistics Planning Group provides independant financial planning advice and solutions to personal and corporate clientele. The Group combines 3 clearly distinct, specialist business units to render diverse services :- Execuserv: The Group's financial advice and planning professionals. Ethix Advisory Services: Our specialist wealth advisory management company. Extegrity: A Corporate Benefits division providing customized pension,provident and medical aid solutions and services to SMME's, private,public and multi-national companies. The Group's activities provide a highly efficient "collective" resource to clientele that use each or all of our services with strong, shared interdependent data per client across all divisions to maximize planning outcomes. Our business structure places owners and directors at the head of each of our business units for accountability.
The Wholistics Planning Group revenue & valuation
| Annual revenue | $2,138,875 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
The Wholistics Planning Group has 12 employees across 7 departments.
Departments
Number of employees
Funding Data
The Wholistics Planning Group has never raised funding before.
The Wholistics Planning Group Tech Stack
Discover the technologies and tools that power The Wholistics Planning Group's digital infrastructure, from frameworks to analytics platforms.
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Blogs
United States
Austria
Poland
United Kingdom
Netherlands
Frequently asked questions
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