TOTAL WEALTH PLAN

We view individual and corporate success in terms of Total Wealth. We define Total Wealth as a delicate combination of Family Wealth, Physical Wealth, Inner Wealth and Financial Wealth. While "Wealth Management" has been marketed as a total solution it still focuses on financial aspects of "wealth". It does not bring out the "total needs" of an individual and then plan the financial aspects accordingly. With the Total Wealth approach we bring a balanced approach to wealth using our Total Wealth Quadrant. We also tailor wealth management, retirement planning and financial planning training programmes to client needs... We provide corporate Total Wealth advice in terms of corporate strategy, people development and web-based solutions. We also advise CEO's and general managers on individual basis. Management of the total wealth of companies and individuals is important to us. As such we have developed and trade marked models that assist business leaders to re-evaluate and re-invent..

Also known as: Total Wealth

Registration numbers: 67 326 301 859 (W)