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WGA Wealth Group (Pty)

WGA Wealth Group (Pty) Revenue

Financial ServicesFlag of ZABushbuckridge, Mpumalanga, South Africa1-10 Employees

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WGA Wealth Group (Pty) revenue & valuation

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

Key Contact at WGA Wealth Group (Pty)

Flag of ZA

Wim Van Zyl

Director and Wealth Manager

Company overview

Headquarters52 Bosbokrand Street, Springerbaai Eco Estate, Mosselbay, Southern Cape 6500, ZA
Website
NAICS52
Keywords
Employee Benefits, Fiduciary Services, Financial Planning, Investment Management, Stock Broking, Bespoke Solutions, Independent Advice, Risk Planning, Short Term Insurance, Group Medical Aid, Group Risk And Retirement, Health Care For Individuals
Founded2018
Employees1-10

WGA Wealth Group (Pty) Email Formats

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

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

About WGA Wealth Group (Pty)

The WGA Wealth Group (Pty) Ltd was founded in 2018. It is a boutique financial services provider with a strong focus on Lifestyle Financial Planning, based on the unique needs and objectives of our clients. We use the best technology in the market and our meticulous and vigorous planning process will ensure accurate results for our clients. We have also partnered with the best product suppliers in the industry to offer our clients best of breed solutions. Our Vision and purpose: Creating wealth for all our clients by building and protecting their assets throughout their life stages, in a holistic and comprehensive manner. Why consider the WGA Wealth Group as client? The future landscape of financial advice requires a client centric approach to financial advice. This does not only necessitate the use of top class financial planning software, but also an integrated client relationship and client data management system. WGA has a well researched Wealth Management philosophy and process that is presented within a specific financial planning framework. We apply the principles of Lifestyle Financial Planning, meaning that we engage at a deeper level with our clients than the normal data gathering process applied in the market. The expertise of our financial advisers, the technology that we use and the product suppliers that we have partnered with will lead to better client outcomes. WGA Wealth Group (Pty) Ltd registration number 2018/255561/07 is an Authorised Financial Services Provider FSP 49917

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

WGA Wealth Group (Pty) has never raised funding before.

Frequently asked questions

WGA Wealth Group (Pty) is located in Bushbuckridge, Mpumalanga, ZA.
WGA Wealth Group (Pty) generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.
WGA Wealth Group (Pty) has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
WGA Wealth Group (Pty) was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.
WGA Wealth Group (Pty) 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
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tier 1 accuracy

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