Portfolium Pty Ltd
We are a financial services firm offering customised financial planning services to retirement funds and their members. We help you to understand how to save enough during your working life, why you should not cash in retirement savings and how to invest optimally before retirement and during retirement. Our focus is on building our relationship with you, whether you are- An individual retirement fund member- A trustee on the board of a retirement fund, or - An employer providing your employees with a retirement fund. Portfolium is strongly member-driven. We provide the best independent financial guidance and investment solutions for retirement fund members, that support positive financial outcomes before and after retirement. We offer in-depth knowledge and a wealth of experience in financial planning strategies, within both the private and public sector retirement fund industry. Portfolium is a partner to Patrice Motsepe’s African Rainbow Capital (ARC), which is a fully black-owned and controlled company focusing on the South African and African financial services industry and businesses, which deliver exceptional return on equity. ARC supports deserving communities and causes through a wide range of social and corporate investment initiatives. The group strives to uplift previously disadvantaged individuals by assisting them to achieve financial independence.
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Verified contacts
38
available on Kipplo
LinkedIn employees
50
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
2
tools in use
Monthly traffic
28
organic / mo
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Decision-makers and verified team members
38 contacts with verified email or phone · masked until revealed.
- DS
Dieter Schmikl
Wealth Planner · Finance & Accounting
EmailPhone - JC
Justin Crofford
Portfolium (Pty) Ltd · Other
EmailPhone - AL
Alexander Lawrance
Wealth Planner · Finance & Accounting
EmailPhone - CH
Chantel Heinemann
Wealth Manager · Finance & Accounting
EmailPhone - CK
Chané Kleynhans
Operations Manager · Operations
EmailPhone - JD
Jacques de Villiers
Wealth Manager · Finance & Accounting
EmailPhone - LM
Lihle Makoba Fpwmtm
Wealth Planner · Finance & Accounting
EmailPhone - LK
Lisa Kleynhans
Wealth Manager · Finance & Accounting
EmailPhone - LM
Londiwe Mthethwa Fpsa
Wealth Planner · Finance & Accounting
EmailPhone
Showing 9 of 38 verified contacts
Top roles at Portfolium Pty Ltd
13 distinct titles indexed · top 10 shown.
- 10portfolium (pty) ltd
- 8wealth planner
- 6wealth manager
- 4financial planning associate
- 1--
- 1business analyst
- 1managing director
- 1non executive director
- 1office coordinator
- 1operations manager
- +3more titles
Sign up to unlock all 38 contacts at Portfolium Pty Ltd
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