Colin CFP's Contact Details

Colin CFP's Company Details

Citadel Investment Services

Pretoria, Gauteng, South Africa • 201 - 500 Employees
Financial Services

Citadel is a specialist wealth management company with a commitment to personal and professional investment advice. We provide a holistic set of services including: - Financial planning: Citadel's highly experienced wealth managers and financial experts offer both personal as well as business advice. Clients also have access to our bespoke range of local and offshore investment solutions, as well as private client securities and treasury services. - Fiduciary services: Our fiduciary specialists are able to assist with your estate planning, devising a strategy that includes your will and any trusts. We can also assist you with diversifying your portfolio offshore, and implementing an international retirement plan. - Risk cover: Our expert financial risk management team offer guidance on life, disability and dread disease cover as part of your integrated financial roadmap. We do the same for corporate clients, assisting them with best-of-breed employee benefit solutions. - Philanthropy: Citadel offers advice and services to individuals who are looking for strategic guidance and planning in the giving of their wealth. For more information, visit our website: https://bit.ly/34dU7rX Citadel Investment Services Proprietary Limited is licensed as a financial services provider in terms of the Financial Advisory and Intermediary Services Act, 2002.