Sandy Mesa

Owner at Wealth Manager - Carrum Downs, VIC, AU

Sandy Mesa's Contact Details
HQ
Location
Camarillo,California,United States
Company
Wealth Manager
Sandy Mesa's Company Details
Wealth Manager logo, Wealth Manager contact details

Wealth Manager

Carrum Downs, VIC, AU • 5 - 9 Employees
Financial Services

Creating. Managing. Preserving Wealth. Wealth is more than just money, and means something different to every individual. Wealth Manager is a boutique Financial Planning and Investment Management Company based in Pietermaritzburg, Kwa-Zulu Natal and is committed to meeting the individual needs of our clients nationally. We partner with our clients to define what ‘wealth' means to them, and then create the most suitable solution and manage it moving forward to preserve their wealth. Wealth Manager has successfully partnered both private and corporate clients in their mission to achieve their financial goals through this process of creation, management and preservation. These successful partnerships have been a result of a culmination of financial planning, tax planning, investment management and estate planning skills and expertise gathered over the past 27 years.

Financial Planning Investment Management Asset Protection Estate Planning Pre and Post Retirement Planning Tax Planning Business Assurance Pension and Provident Funds Discretionary Investments Private Wealth Management Corporate Retirement Funds
Details about Wealth Manager
Frequently Asked Questions about Sandy Mesa
Sandy Mesa currently works for Wealth Manager.
Sandy Mesa's role at Wealth Manager is Owner.
Sandy Mesa's email address is ***@wealthmanager.co.za. To view Sandy Mesa's full email address, please signup to ConnectPlex.
Sandy Mesa works in the Financial Services industry.
Sandy Mesa's colleagues at Wealth Manager are Suryakanta Tripathy, Khurram Shakeel, Jonathan Moodie, Muhammad Hanif, Andy Keene, Ahmed Bodla, Stratmore Wealth and others.
Sandy Mesa's phone number is
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