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The Wholistics Planning Group

20 employees

The Wholistics Planning Group offers financial emigration, corporate benefits, financial planning, and wealth management advisory services.

Basic info

Industry

financial services

Sectors

legacy and estate planning
investment reporting
Financial Services
wills & trusts
independent solutions
investment planning
tailor made solutions
corporate benefits
medical aid
disability & investment options
life insurance
offshore
pension & retirement planning
business partnership planning
expat life
wealth advisory
financial planning
provident
gap cover

Date founded

1996

FAQ