Welcome to Opulentus Wealth
Opulentus Wealth is an advice led, fee based Financial Advisory Practice. Our core focus is to offer Financial advice to Individual(s) and Businesses. This is supported by our holistic client value proposition which includes investments, retirement planning, risk management, stock broking, estate planning, fiduciary services and tax consulting. We are privileged to be a member of Proudly SA and we are a Level 1 B-BBEE contributor..
What is Wealth?
The Oxford dictionary defines “wealth” as “an abundance of valuable possessions or money”. One of my longest standing clients Mrs Elsie Maria Magdalena Pretorius* has a different perspective. She defines wealth as her spouse, 3 children and 7 grandchildren. Another client, Mr James Nkosi has recently undergone a lung transplant operation. He defines wealth as good health and longevity. Ernest Mbuso, who has just started his first job after University, plans on making his first million before the age of 30. His understanding of wealth management is ensuring that his monthly investment is worth R1 million in 6 years' time. What is your definition of Wealth? At Opulentus Wealth Management we strive to assist you, our client to discover what wealth means to you.
Our Strategic Business Partners
When engaging with clients we respect that they may have a need for services which we may not offer. Taking into account the most common requests from clients we have partnered with the following Service Providers to offer you, our client an extended value added service offering.
Our Vision
Helping ordinary people fulfil extra-ordinary dreams.
Our Fees
Our fees are commensurate to the advice offered to clients. The initial Introductory Client Engagement meeting is complimentary. During this meeting our fee structure and client engagement process is discussed with a potential client. This fee is determined according to a client’s needs. Professional fees charged are guided by the Financial Planning Institute of South Africa (FPI).
Want to know more about our services?
Get in touch
Opulentus Wealth
Box 4970
Rivonia
South Africa
2128
Talk to us
Tel: +27110522850
Fax: 086 463 6753
info@opulentuswealth.co.za