I am the Executive Financial Planner and Director of Villic Wealth (Pty) Ltd. I entered the industry in 2012 within the independent financial advice space where I started as a professional assistant to the executive financial planner and then moved into an independent financial advisor role. I did this while gaining valuable experience in High Net Worth Client Retirement Planning, Independent Financial Planning and Investments.
I went on to start Villic Wealth with the idea of putting STEWARDSHIP at the center of financial planning and wealth management and I pride myself on my independence and client focused philosophy.
VILLIC WEALTH is an independent financial advisory and wealth management business. We are a licensed & authorised Financial Services Provider (FSP no: 48747) and we specialise in retirement planning.
We are independent and built on the principle of stewardship. As a business we pride ourselves on ethics and best practice. We are compliant Members of Masthead and have received the 2019 FAIS COMPLIANCE SEAL for an excellent standard of compliance. We are unashamedly ethical.
We are accredited with and provide independent advice on products with several leading Insurance Companies and Investment Managers in South Africa. These include companies such as Allan Gray, Ninety One (previously Investec AM), Momentum, Old Mutual, PPS Insurance, PPS Investments.
We also make use of various investment options from pedigreed Fund Managers such as Coronation, Foord, Prudential, PSG, Nedgroup Investments, Prescient, Allan Gray, Investec AM and Rezco.
In addition to this we have valuable referral partners who can provide our clients with Wills, Trusts, Administration of Deceased Estates, Medical Aid, Short Term Insurance and Tax related Services.