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VerifiedFinancial Services· Founded 2003

Sp Wealth Management

An independent advisory and management company providing a much needed service to the private client and corporate SME markets. We specialise in all products such as Life, Short term, Marine, Event Planning, Travel and all forms of business assurance. Similar, investment planning services using structured products, direct unit trusts, LISP portfolios focusing are offered to the private client. Medical aid and Employee beneftis such as pension/provident/preservation and RA funds are targeted at both the private client and the SME corporate market. Basically we serve everyone based on their individual needs.

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HeadquartersPhillipi, South AfricaEmployees7(1 to 10)Founded year2003Websitespwm.co.zaLinkedIn profileLinkedIn

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Top roles at Sp Wealth Management

1 distinct titles indexed · top 1 shown.

  • 1financial engineer - financial risk manager - financial investment advisor

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