|Firm||Aspire Wealth Management|
76 Gousblom, Cnr Mimosa Street,
Northmead Ext 4, Benoni,
(Across from McDonalds)
|Languages||English, Afrikaans (in order of proficiency)|
National Certificate in Financial Planning (NQF6), currently studying towards a 3 year post graduate diploma in financial Planning (NQF8).
|Life and Disability|
FOCUSIndependent fee-based financial planner providing holistic lifestyle financial planning enabling clients to turn their dreams into reality
Life planning and Lifestyle financial planning
OTHER COMPANIES REPRESENTED
Grace is a Financial Life Coach with 12 years experience in financial planning as a fee-based planner. Grace is the founder of Aspire Wealth Management and is passionate about helping clients turn their dreams into reality.
Aspire Wealth Management is an independent fee-based financial planning practice.
We build long-term meaningful relationships by providing our clients with a sound framework to make financial decisions. Through the implementation of unique strategies we help our clients to turn their dreams into reality, thereby achieving their goals and aspirations.
We are passionate about helping people achieve their full potential and envision each client to be equipped with a holistic financial map of where they want to be, and how to get there.
|Minimum Levels of Premium/Investment accepted||Lump Sum: not specified
Recurring monthly: not specified
|Legal structure of employer||Close Corporation (cc)|
|Number of staff||3 - 5|
|Indemnity insurance||Insurance: yes
Launching a brand new website and office premises....
Our New Website: Dynamically designed to improve user experience, you now have access to a host of new features, keeping you in touch with the latest financial news - anywhere, anytime and via any device!
Whether browsing via PC, laptop, tablet or smartphone, our new look site will automatically render content to best suit your particular online environment. we hope you love it as much as we do. Visit our site on www.aspirewealth.co.za
New Staff: Welcoming new staff members Funda Magagula and Samantha Bruton to the Aspire Wealth Management team.
We have Moved: We have moved to new, larger premises:
76 Gousblom, Cnr. Mimosa Street
Our telephone numbers remain the same: 011 9797017/34