Concept Wealth Holdings, Pretoria

Concept Wealth Holdings
Address:
34 Bouvardia Avenue, Lynnwood Ridge, Pretoria, 0081

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Opening Hours

Open now, Closes in 5 hours

Closes in 5 hours
Wednesday
08:00 - 17:00
Thursday
08:00 - 17:00
Friday
08:00 - 17:00
Saturday Closed
Sunday Closed
Monday
08:00 - 17:00
Tuesday
08:00 - 17:00

Opening Hours

Open now, Closes in 5 hours

Closes in 5 hours
Wednesday
08:00 - 17:00
Thursday
08:00 - 17:00
Friday
08:00 - 17:00
Saturday Closed
Sunday Closed
Monday
08:00 - 17:00
Tuesday
08:00 - 17:00

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Description

Concept Wealth Holdings is a service company assisting its advisers, brokers and affiliated franchise principals with the necessary support to develop sustainable businesses and suitable financial solutions for clients. The Concept team leverages their extensive experience and knowledge in the financial services sector to search for adjacent possibilities to create new opportunities for their partners.


Company description

We all need expert support. Let us help you create designer financial service portfolios to take your clients' specific needs and circumstances into consideration. From concept to the adjacent possible – creating value for our partners and clients.

Concept, authorised by Sanlam
Sanlam Life Insurance Limited is a Licensed Financial
Services Provider and a Registered Credit Provider

Categories & Keywords

  • Finance Companies
  • Financial Services
  • Financial Advisors
  • Pension Fund
  • Retirement Annuities
  • Financial Institutions
  • Investment Portfolio
  • Financial Security
  • Ra
  • Investment Services
  • Beleggingsdiens
  • Finansiële instelling
  • financial services lynnwood
Products & Services

  • Sanlam
  • Long-term Insurance
  • Short-term Insurance
  • Asset Management
  • Employee Benefits
  • Estate Planning
  • Financial Planning
  • Investments
  • Personal Risk Planning
  • Retirement Planning
Brands

  • Sanlam
  • Sanlam Capital Legacy
Facilities

  • Parking Space
  • Visitor Parking
  • Wheelchair Accessible
Service Areas

  • 34 Bouvardia Avenue
  • Lynnwood Ridge
  • Telephonically
  • Online
  • Place of employment
  • People's homes

Official Data

Official Name
CWH 2021 (Pty) Ltd T/A Concept
Reg. office address
34 Bouvardia Avenue, Lynnwood Ridge, 0081
Business Activities
Financial Services

Products

Sanlam Legacy
Sanlam Legacy
Leaving a legacy starts with the will. With access to a specialist consultant, free collection and safe-keeping, and unlimited amendments at no cost, our service provide an easy and stress-free way to ...more

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