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Wealth Planners

Wealth Planners Email Formats

Financial ServicesFlag of ZACape Town, Western Cape, South Africa1-10 Employees

Wealth Planners Email Formats

Wealth Planners uses 1 email format. The most common is {first name} (e.g., john@wealthplanners.co.za), used 100% of the time.

FormatExamplePercentage
{first name}
john@wealthplanners.co.za
100%

Key Contacts at Wealth Planners

Flag of ZA

Vivienne Mcdonald

Director/ Wealth Planner

Flag of ZA

Riaan Pretorius

Director | Paraplanner

Company overview

Headquarters16 Draper St, Cape Town, Western Cape 7708, ZA
Phone number+27216718985
Websites
NAICS52
Keywords
Tax Planning, Investment Planning, Family Office, Retirement Planning, Estate Planning, Financial Life Planning, Emigration Planning
Founded2009
Employees1-10

About Wealth Planners

Wealth Planners is a FSCA licensed, independent financial planning practice. We believe in mindfully partnering with our clients by: (i) guiding them to gain the perspective needed to identify their life priorities and purpose, and (ii) ensuring that their wealth and financial structures are organised, managed, optimised and aligned to enable this to happen. Our financial planning process involves creating a holistic financial life plan to ensure we have a complete understanding of our client's financial needs, objectives, goals and requirements.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Director
Manager

Employees by Department

Wealth Planners has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Wealth Planners has never raised funding before.

Wealth Planners Tech Stack

Discover the technologies and tools that power Wealth Planners's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Adobe Fonts

Font scripts

Modernizr

Modernizr

JavaScript libraries

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Squarespace Commerce

Squarespace Commerce

Ecommerce

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

core-js

core-js

JavaScript libraries

YUI

YUI

JavaScript libraries

Squarespace

Squarespace

CMS

RSS

RSS

Miscellaneous

Google Font API

Google Font API

Font scripts

Frequently asked questions

Wealth Planners is located in Cape Town, Western Cape, ZA.
You can reach Wealth Planners at +27216718985.
Wealth Planners was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
Wealth Planners 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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