The Wholistics Planning Group

The Wholistics Planning Group provides independant financial planning advice and solutions to personal and corporate clientele. The Group combines 3 clearly distinct, specialist business units to render diverse services :- Execuserv: The Groups financial advice and planning professionals. Ethix Advisory Services: Our specialist wealth advisory management company. Extegrity: A Corporate Benefits division providing customized pension,provident and medical aid solutions and services to SMMEs, private,public and multi-national companies. The Groups activities provide a highly efficient collective resource to clientele that use each or all of our services with strong, shared interdependent data per client across all divisions to maximize planning outcomes....

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

The wholistics planning group operates in the Financial services industry.

The wholistics planning group's revenue is 11m - 100m

The wholistics planning group has 11 - 50 employees.