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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2
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LinkedIn employees
22
11 to 50 range
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Distinct roles
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- CJ
Cindy Jean
Wealth Administrator · Finance & Accounting
EmailPhone - GF
Giselle Ferreira
Marketing and Public Relations Officer · Advertising & Marketing
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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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