12 - 14 April 2024 , Financial Planning Experience Masterclass.

Please click the More Info button to find out more - its a weekend away for your generational wealth planning.

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 Our Services 

Estate Planning

Estate Planning is the process of managing ‘your estate’ during your life and then the disposal of it after your death.

 

Risk Management

The biggest risk most South Africans face isn’t dying: it’s losing their ability to earn an income before they retire.

 

Retirement

Pla​nning  

Insurers report on retirement readiness in South Africa adds to this bleak picture as it reveals that South Africa’s retirement crisis is set to worsen.  

Investments/Savings

EL WEALTH MANAGEMENT understands that wealth management is so much more that just investment advice.

 

Business Assurance

Financial planning is essential for business success whether it be a small or big company. Businesses have a myriad of insurance needs.

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Financial Coaching & Wellness

We have identified financial coaching and wellness as one of the critical aspects of financial planning.

 


OUR FINANCIAL

PLANNING PROCESS

ALL WE DO IS TO COMPLY! FINANCIAL SERVICES INDUSTRY IS HIGHLY REGULATED. AS EL WEALTH WE ARE PROUD TO BE WORKING WITH THE BEST IN THE INDUSTRY –MASTHEAD! WE ARE IN SAFE HANDS.

 EL Wealth is a licensed and authorised financial services provider under FSP #52457.

EL Wealth is an accountable institution with goAML Reporting Entity ID: 58495. It is our duty to identify & report on the proceeds of unlawful activities, combat money laundering and terrorist financing.

FAQ


  1. FREE ESTATE PLANNING, WILL DRAFTING & SAFE CUSTODY
  2. PROTECT YOUR INCOME & GET CASHBACK
  3. WORRY-FREE EDUCATION COVER FOR YOUR CHILDREN
  4. MAXIMIZE YOUR TAX RETURNS & GET ADDITIONAL WEALTH BONUS
  5. TAX FREE SAVINGS ACCOUNT FOR YOU & YOUR CHILDREN 


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Our Partners

We are in good company.