Convergency Wealth Management (Pty) Ltd
Financial Services - Cape Town, Western Cape, South Africa
Convergency Wealth Management (Pty) Ltd Employees
Convergency Wealth Management (Pty) Ltd Details
Convergency Wealth is a wealth management business created for individuals who aspire to live their definition of a wealthy life. To achieve this, we have developed and refined a process to help our client's finances and dreams converge towards giving their lives meaning and purpose.At Convergency Wealth we have brought together the expertise of actuaries, cutting edge systems and personal service to provide clients with a sound financial plan for their lives. We believe in building long-term relationships with our clients, based on absolute integrity and trust, as we partner with them in the stewarding of their wealth. We achieve this through a process where we provide our clients with an accurate reflection of their current financial health and assist them in mapping out the best plan to help them move forward towards their goals and dreams. We believe in truly independent advice and are only influenced by whether a recommended solution is in the best interest of our clients.OUR SERVICESWith more than 30 years combined experience in actuarial consulting and financial services, we offer a wide range of wealth management services. We are part of a group of companies which include actuarial consulting, forensic accounting, earning specialists and business support services. This not only makes us experts at setting up and running businesses but also allows us to draw from years of developing proprietary skills, systems and processes. Whether advising individuals or businesses, we prefer to take a holistic approach when recommending solutions to our clients and do so by using integrated cash flow modelling techniques. It starts with knowing and understanding you and your family/business, and results is a comprehensive financial plan aimed at simplifying, decluttering and helping our clients achieve their desired lifestyles – free from anxiety about their finances.
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