Who We Are

VILLIC WEALTH is an independent financial advisory and wealth management business.

We are a licensed & authorised Financial Services Provider (FSP no: 48747) and we specialise in retirement planning.

We are independent and built on the principle of stewardship. As a business we pride ourselves on ethics and best practice and we enjoy working with ethical High Net Worth Individuals, Professionals and Businesses. We received the Masthead 2019 FAIS COMPLIANCE SEAL for an excellent standard of compliance. We are unashamedly ethical.

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 also make use of various investment options from pedigreed Fund Managers such as Coronation, Foord, Prudential, PSG, Nedgroup Investments, Prescient, Allan Gray, Ninety One and Rezco.

We also have a strategic relationship with a well established Discretionary Investment Consultancies in the country providing excellent local and global fund research and specialist portfolio consulting.

In addition to this we have valuable referral partners who can provide our clients with Wills, Trusts, Administration of Deceased Estates, Medical Aid, Short Term Insurance and Tax related Services.