VerifiedFinancial Services· Founded 1996

The Wholistics Planning Group

The Wholistics Planning Group provides independant financial planning advice and solutions to personal and corporate clientele. The Group combines 3 clearly distinct, specialist business units to render diverse services - Execuserv: The Group's financial advice and planning professionals. Ethix Advisory Services: Our specialist wealth advisory management company. Extegrity: A Corporate Benefits division providing customized pension,provident and medical aid solutions and services to SMME's, private,public and multi-national companies. The Group's activities provide a highly efficient "collective" resource to clientele that use each or all of our services with strong, shared interdependent data per client across all divisions to maximize planning outcomes. Our business structure places owners and directors at the head of each of our business units for accountability.

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HeadquartersDurban, South AfricaEmployees22(11 to 50)Annual revenue$1M to <$10MFounded year1996Websitewholistics.co.zaLinkedIn profileLinkedIn

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2

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LinkedIn employees

22

11 to 50 range

Open roles

no listings

Distinct roles

2

indexed titles

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Monthly traffic

organic / mo

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Top roles at The Wholistics Planning Group

2 distinct titles indexed · top 2 shown.

  • 1marketing and public relations officer
  • 1wealth administrator

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