Sarel Cfp

Financial Planner at Sanlam Private Wealth - Cape Town, Western Cape, ZA

Sarel Cfp's Contact Details
HQ
Location
Klerksdorp,North West,South Africa
Company
Sanlam Private Wealth
Sarel Cfp's Company Details
Sanlam Private Wealth logo, Sanlam Private Wealth contact details

Sanlam Private Wealth

Cape Town, Western Cape, ZA • 452 Employees
Financial Services

High net worth investors have unique goals, challenges and ambitions and often require a customised end-to-end solution that goes above and beyond conventional investment management. This could vary from investment portfolio construction to intergenerational wealth planning and cross-geographical tax structuring. At Sanlam Private Wealth, we work closely with clients and advisers to craft bespoke portfolios that suit individual risk profiles and investment objectives. With assets under management and administration of more than R189 billion, Sanlam Private Wealth has a direct presence in four countries: South Africa, the UK, Guernsey and Mauritius.

Customized Investment Strategies
Details about Sanlam Private Wealth
Frequently Asked Questions about Sarel Cfp
Sarel Cfp currently works for Sanlam Private Wealth.
Sarel Cfp's role at Sanlam Private Wealth is Financial Planner.
Sarel Cfp's email address is ***@sanlam.co.za. To view Sarel Cfp's full email address, please signup to ConnectPlex.
Sarel Cfp works in the Financial Services industry.
Sarel Cfp's colleagues at Sanlam Private Wealth are Xolani Zekani, Jeanine Steenkamp, Nokwazi Khambule, Vusimuzi Khambule, David Klaasen, Elias Mafora, Nikki Beretta and others.
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