Company Information

Get to know Holistic Wealth Management (Pty) Ltd.

Holistic Wealth Management is an independent financial advisory firm based in Cape Town, South Africa. Founded on the principle of providing objective and client-centric financial advice, the company focuses on creating comprehensive financial plans for individuals and families. Their services encompass a full spectrum of wealth management, including investment strategy, retirement planning, estate planning, and risk management, all tailored to the client's unique long-term goals. The company is a licensed Financial Services Provider (FSP 45436) regulated by the South African Financial Sector Conduct Authority (FSCA).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Holistic Wealth Management (Pty) Ltd.

South Africa

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.