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Holistic Wealth Management is an independent, fee based, financial planning and international investment management practice.
Our holistic solutions model can provide a full financial life plan or targeted advice on a specific need or objective.
Holistic Wealth Management is owned and managed by Neil Palmer. A Certified Financial PlannerĀ®, Member of the Financial Planning Institute and the Institute of Financial Markets with over 17 years experience in international and local financial planning and investment advice
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- Full independent financial analysis and plan using the latest in technology and global best practice.
- Identification and holistic solutioning of your priorities, medium term objectives and long term goals.
- Your personal financial life plan that will be reviewed and adjusted to your changing needs and aspirations.
- Targeted, solution specific, advice on your specific need or objective.
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Through our links with a range of selected, authorised, product and service providers we are able to offer the following solutions:
Holistic Wealth Management is an Authorised Financial Services Provider Licence number: 42927
We are proud Members of the Masthead Financial Advisors Association.
Holistic Wealth Management (Pty) Ltd.
Director: Neil Palmer
Registered Number: 2010/017492/07
info@holisticwm.co.za
Tel: 021 876 4201
Fax: 021 876 3999
Bijoux Square, 60 Huguenot Street
Franschhoek, 7690