Invest With Us
Wealth Holdings is dedicated to helping clients grow their wealth, which has traditionally been reserved for the elite. We specialize in guiding individuals, Stokvels, clubs, friendly societies, and companies in making informed investment decisions that maximize the value of their money. Our goal is to empower clients by helping them understand their investment choices and opportunities.
Our Vision
To be a global leader in finance and investment holding, recognized for our unwavering commitment to innovation, excellence, and long-term value creation.
Our Mission
Our mission is to provide exceptional financial solutions, generate superior investment returns, and create long-term value for our clients, partners, and shareholders. We aim to contribute positively to the global financial landscape through prudent risk management and a forward-thinking approach.
Structure
- Wealth Holdings is the parent company that owns a majority stake in multiple subsidiary companies.
- Each subsidiary operates independently, with its management team, while benefiting from centralised support and resources provided by Wealth Holdings.
Our 6-D Process
01.
Initial Consultation
We begin with a comprehensive consultation to understand your financial goals, needs, and investment preferences.
02.
Needs Assessment
Our team conducts a thorough analysis of your current financial situation and investment options, identifying opportunities for growth and risk management.
03.
Tailored Strategy Development
We develop a personalized investment strategy that aligns with your goals, focusing on asset allocation, portfolio diversification, and risk management.
04.
Implementation
Our experienced professionals implement the agreed-upon strategy, executing investments across various sectors to optimize returns.
05.
Ongoing Monitoring
We continuously monitor your portfolio’s performance and market conditions, making adjustments as needed to ensure alignment with your objectives.
06.
Regular Reviews and Support
We schedule regular reviews to discuss progress, address any concerns, and refine your investment strategy as your financial needs evolve. Our dedicated support team is always available to assist you along the way.
Why Invest?
We realize that people have different sets of goals, ethics, and norms; however, we all reach a common goal of wanting to live a comfortable life. Thus, people do not want to stress about money issues that is why at Wealth Holdings “We make money work for you”.
It is your life, let Wealth Holdings help you grow your wealth so that you can live according to the lifestyle that best suits you.
Structure Of Investment
We present to you the simplest reliable model of how your money will work for you, depending on the investment amount initiated by you, we provide you with a guaranteed percentage of 4.5% to 12.5% growth which is yours to enjoy.
Minimum Investment And Fees (Excl. VAT)
Lump sum: R1,000,000
Initial Fee: 0.00%
Financial adviser Fee (Maximum): 3.00%
Ongoing advice Fee (Maximum): 1.00% Per Annum
Management Fee: 1.25% Per annum.
Monthly, you receive a percentage growth of your investment for 12 months, and get back your principal amount, with an option to re-invest it.
Get in touch below, one of our investment professionals will assist you.
Successful Investment Plans
in Managed Assets
Loans & Mortgages Approved
Client Satisfaction
Ready to Start Your Financial Journey?
Are you ready to take control of your financial future? Whether you’re looking to manage investments, secure a loan, or invest, we’re here to help. Let’s work together to achieve your financial goals.