Make that dream holiday a reality. Visit places you’ve always wanted to see. Expand your life experiences.
Tired of your existing living arrangements? Take the first step in getting your dream home.
The best investment you can ever make is an investment in yourself and your children.
When you are faced with financial hardship, make sure that you have some cash stashed away.
Make use of this very generous tax efficient investment vehicle and achieve your goals sooner.
Make provision for comfortable and carefree golden years by starting early.
We’re doing investments in a whole new way. It’s not about risk but rather what you need the money for and most importantly when you need it.
Keep track of not only your WealthPro investments but also any other investments you have by automatically and securely connecting your account to our innovative software.
You have the power to make your own financial decisions but you can always speak to one of our trusted advisors to help you make the right financial decisions to suit you.
Don’t feel like you’re in a position to start investing? Thanks to WealthPro you can now invest from as little as R500 per month and start building your investment portfolio.
Identify your financial goal using one of our predetermined categories. Once selected use our calculator to determine how and when you want to achieve the goal.
Once you are ready to start investing we will structure an investment consisting of active and passive unit trust portfolios. Your investment will be made without having to sign and fax documentation.
You will be able to view your investment at anytime and we will continuously track and monitor how close you are to achieving your goal to live the life of your dreams.
Units that are still being priced in (i.e. a price is still being determined), units that recently switched between funds (and the price is still being fixed) and units that are bought via a monthly debit order (the last two months – this is a requirement to minimise money laundering risks) are known as blocked units.
Blocked units can’t be transacted on until the block is lifted. For switched units it is only 1-2 working days. For new contributions that are done via a debit order it is 45 days. As such the last two months contributions are not immediately available but will become available after the 45 day period.
As an example : If you contribute R500 per month then you will contribute on the 1st of January R500 and the 1st of February another R500. January’s R500 contribution will only become available from 16 February. Please remember to plan accordingly.
"WealthPro is a good looking, user friendly tool that provides a consolidated overview of your financial portfolios. WealthPro provides users with a secure way to directly access their funds, manage existing portfolios and even create a new savings goal. An all in one tool that minimises administration and speeds up your financial journey."
"My journey with WealthPro has helped so much with the management of my finances. I’m able to save and grow my capital now confidently. I’m extremely happy with the results and the speed and efficiency of managing my funds is a breeze."
"We have started using the WealthPro platform which makes it really easy to setup savings goals, from short term holiday goals to long term university savings for our daughter. We really appreciate all the effort and personal service we get from the team at WealthPro."
Reghardt & Carla RautenbachSomerset West
"Being a CFP® Professional that runs a licensed FSP, as well as being a qualified computer systems & electrical engineer, I am always on the lookout for the latest technology that I can employ within my company. WealthPro checks the boxes. It provides a high level of automation as well as client facing control mechanisms. WealthPro is your clients interface to the investment universe. The WealthPro team is at the forefront of a fledgling global trend towards the hybridisation of advice. The future advisor is part man, part cyborg... those starting the journey sooner are those who will walk further. Thanks for your service to the industry, and keep up the good work!"
Brad McWalterMcWalter Financial & Advisory