Wealth comprises more than money.

With purpose it makes the difference.
Purpose Wealth Legal
Purpose Wealth is a professional financial services provider specialising in customised, comprehensive and integrated financial planning and wealth management.
We offer a fee-based service to retirees, high net worth individuals, affluent investors as well as young professional wealth accumulators. Purpose Wealth (Pty) Ltd is an Authorised Financial Service Provider in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS), No. FSP45725.

Throughout the provision of our services we adhere to the legal stipulations of the Information Act (No 2 of 2000) and have the required policies in place to effectively manage our services and professional conduct. For your reference the following legal and technical documents are available and downloadable. In case you need to get in touch with us telephonically or by mail, please contact Jan-Carel Botha at +27 12 470 2756 or jan-carel@purposewealth.co.za

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purposeful Downloads

Purpose Wealth Complaints Policy