FAIS DISCLOSURE


Our Core Values

WE PURSUE EXCELLENCE

A discontent in the traditional way financial advice and solutions were rendered and implemented, drove likeminded experts together. We shared the same vision: to give the industry new direction by guiding clients to several milestones in order to eventually achieve their financial goals.
This was the birthplace of WealthPro. We take what we do very serious. We understand that your success will drive our success. We continually pursue excellence in everything we do.

WE PRACTICE HONESTY

We hereby confirm that we do not own more than 10% of issued shares directly or indirectly of any Life Assurer or Financial Product Provider. We are not an associated company of any Life Assurer or Product Provider.
We have not earned more than 30% of commission from any one product provider within the past 12 months. We earn income from commission that the Product Providers pay over to us in respect of financial services rendered with respect to products offered by these Product Providers.

WE FOSTER EDUCTION

Our primary role is to assist and guide you. We understand the importance of making sound financial decisions and thus education plays a vital role in our process.
We want you to succeed and will guide you all the way until you also become a WealthPro

WE CREATE FUN

We live in a wonderful age of vast disruption by technology. We absolutely adore the wonderful things technology can deliver and will aim to bring these great benefits to you. Life is too short to not have fun.
Although you should have a plan to manage your finances, it should be executed in a fun and enjoyable way.

Our Advisers

Gustav Neethling

Certified Financial Planner ©

“Becoming financially independent is not hard. All you need to do is to consistently execute your financial plan”

Education: B.Com(Hons) Financial Analysis (University of Stellenbosch), Post-Graduate Diploma in Financial Planning (CFP) (University of Free State), Advanced Post-Graduate Diploma in Financial Planning (University of Free State).

WE HAVE

15

YEARS
EXPERIENCE
WE WORK WITH

45

PRODUCT
PROVIDERS
ACROSS

10

FINANCIAL
CATEGORIES
WE ADVISE

321

CLIENTS
REGULARLY

Legal

WealthPro Technology Group (Pty) Ltd is an Juristic Representative of The Financial Emporium.

The Financial Emporium is a licensed Financial Services Provider (FSP 50054) and accredited with the Council of Medical Schemes (ORG 3921) and fully complies with the Financial Advisory & Intermediary Services Act (FAIS).

Moonstone Compliance (Pty) Ltd is our compliance officer. Address: 25 Quantum Road, Tegnopark, Stellenbosch, 7600 Tel.: 021 883 8000

Should you wish to pursue a complaint against The Financial Emporium or any of its representatives, you can submit a written complaint to Gustav Neethling, Director of The Financial Emporium.

If the complaint cannot be settled with us or if the complaint was not handled to your satisfaction, you may refer the complaint to the Office of the Ombud for Financial Service Providers:
Address: PO Box 74571, Lynwood Ridge, 0040 Email: info@faisombud.co.za Fax: 012 348 3447 Toll Free: 0860 324 766

WealthPro Technology Group (Pty) Ltd is an authorised financial service provider (FSP 50054)