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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

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

Date founded

1996

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