Welcome to Villic Wealth
Looking For Good Stewards To Look After Your Family's Wealth?
We are Stewards of life savings, families and futures. We are Villic Wealth.
How can we help
We are the second call your spouse makes when you die.
We are a line of defence against poverty, a catalyst of financial success.
We are accredited with and provide independent advice on products with several leading Insurance Companies and Investment Managers in South Africa.
These include companies such as Allan Gray, Ninety One (previously Investec AM), Momentum, Old Mutual, PPS Insurance, PPS Investments.
We Could Be A Great Fit If:
- You are an ethical and honourable individual or business who is a South African tax resident.
- You are a high net-worth individual with an investment portfolio of minimum R6.5 million looking for good stewards to help you map out, manage and grow your wealth for your retirement and your family’s future.
- You are a professional earning a minimum R100,000 per month looking for reliable, honest long-term partners to help you turn income into wealth and protect your family while doing it.
- You are a business with a minimum annual payroll of R5 Million – R10 Million per year looking for high quality pension & employee benefits for your staff and business assurance and succession planning for your owners and key management
Investment Capability
We have a very strong local and offshore investment capability as well as a strategic relationship with an established Discretionary Investment Consultancy providing excellent local and global fund research and specialist portfolio consulting.
Helping you pursue peace
Besides the obvious benefits to planning your financial life well, Villic Wealth’s passion for Stewardship, client focus and ongoing service and support helps you pursue peace.
You matter.
1. Introduction
2. Gathering all the necessary information
3. Analysis & Development
4. Presentation
5. Implementation
6. Review
“We, the ones who are challenged, need to be heard. To be seen not as a disability, but as a person who has, and will continue to bloom. To be seen not only as a handicap, but as a well intact human being."