Iza Wealth Pty Ltd
As an independently owned financial advisory company, Iza Wealth has the freedom to offer objective specialist oshore financial advice and services to both individuals and families. Taking a long-term view, we guide our clients through the complex, ever-changing world of global finance and regulation. Iza Wealth has skilled wealth managers who specialise in generating and protecting wealth, and our international network of partner organisations, we’re able to offer our clients a wide range of carefully structured wealth solutions. At Iza Wealth, we’re committed to best-in-class service, understanding the value of personal, face-to-face interactions with our clients. Services & Solutions Include:* Investment Planning * Self Invested Personal Pensions * Offshore Investments * Retirement Planning * Estate Planning * Offshore Trusts * Forex Services
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Verified contacts
10
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
12
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- AP
Ashley Petyt
Wealth Manager · Finance & Accounting
EmailPhone - LS
Leandri Schwarzendahl
Operations Compliance Manager · Operations
EmailPhone - BM
Brandon Main
Fund and Portfolio Analyst · Other
EmailPhone - BG
Bronwen Gordon
Paraplanner · Finance & Accounting
EmailPhone - KS
Kristeen Swanepoel
Paraplanner · Finance & Accounting
EmailPhone - MW
May Wagner
Paraplanner · Finance & Accounting
EmailPhone - JR
John Rose
Iza Wealth (Pty) Ltd · Other
EmailPhone
Showing 7 of 10 verified contacts
Top roles at Iza Wealth Pty Ltd
6 distinct titles indexed · top 6 shown.
- 3paraplanner
- 2iza wealth (pty) ltd
- 1financial advisor
- 1fund and portfolio analyst
- 1operations compliance manager
- 1wealth manager
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