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ABOUT US
Epitome Wealth Solutions is a 100% black owned Independent Brokerage with our Head offices situated in the heart of Randburg, South Africa.
MISSION
To provide relevant financial solutions to address client needs. We equip our clients with the right tools to be able to make the sound decisions about their wealth for themselves and their loved ones.
OPERATIONS
We are equipped to cater for and offering our diverse services to individuals and corporate clients based on client needs. We are operating under these 2 models;
- A dedicated team of face-to-face financial planners.
- Telephone advisory model
OUR PROMISE
We at Epitome Wealth Solutions pride ourselves with providing exceptional holistic financial planning services to our clients.
We aim to ensure that our clients have financial security through our diverse product offering in terms of Wealth Creation and Wealth preservation needs.
SERVICES OFFERED
RISK PLANNING
- Life Insurance.
- Funeral.
INVESTMENT PLANNING
- Long and Short term investments.
- Retirement.
- Education.
ESTATE PLANNING
- Wills