About reWealth

reWealth is an independent financial services provider based in Claremont, Cape Town. Our FSP specializes in holistic  financial planning  for individuals and businesses. At reWealth we work with all the  largest providers of financial instruments in South Africa and abroad coupled with the best information technology to meet the financial needs of our clients , with a collective of over 19 years of experience in financial services both locally and abroad.

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We acknowledge  that money is the cause of a whole host of issues in the lives of individuals and businesses, and we look to use our expertise and experience in these fields to guide our clients away from the pitfalls and money mistakes whilst at the same time helping our clients obtain peace of mind and financial freedom along the way.

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We focus on helping our clients obtain their financial goals by analyzing  their financial position, obtaining their goals and providing a SMART plan (specific, measurable, achievable, realistic and anchored within a time frame) in order for our clients to measure progress and meet their financial goals, once the initial planning is out the way we continue to work with our clients by setting up follow up meetings to ensure that they stay on track to reach their goals.

 

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