Wealth Management

AN AUTHORISED FINANCIAL SERVICES PROVIDER (FSP:46409)

Quartile Wealth provides a simple, bespoke, neat and comprehensive Wealth, Financial Advisory and Intermediary Services including short-term and long-term Insurance Solutions, banking solutions and investment solutions for our niche target market which consists of Community Groups (Stokvels, Unions, Funeral parlours, Clans etc.),  SMEs and Individuals.

Our Vision is to:

Collaborate with our stakeholders in creating sustainable wealth

Our Mission is to:
Educate
Ignorance is not bliss – Enlighten, Inform and empower.
Advice
Objective and Trusted advisory is power – Minimize risk and create wealth
Partner
Collaboration is the new black – establish win-win partnerships, creating and protecting wealth and maximising returns together
To realize real value for our clients and partners by providing holistic INSURANCE and INVESTMENTS solutions

Our purpose is to partner with Individuals and Groups through customised wealth solutions to help them reach their financial goals and objectives

Individuals

  • Providing holistic Financial Planning Solutions;

Groups

  • Providing Wealth Creations Solutions including;
    • Funeral Insurance
    • Investment Solutions
    • Banking Solutions
    • Governance and Administration Solutions

SMEs

  • Providing Employee Benefits Solutions including;
    • Funeral Insurance
    • Disability Insurance
    • Group Life Insurance
    • Dreaded Disease Insurance
    • Medical Aid
    • Retirement Annuity
  • Risk Management Solutions including;
    • Professional Indemnity Insurance
    • Keyman Insurance
    • Buy and Sell Insurance
    • Office Insurance
    • Vehicle Insurance