Welcome to Holistic Wealth Management

A Fee based Financial Planning

and Investment Management Practice.

Who We Are

Holistic Wealth Management (Pty) Ltd.

Is an Authorised Financial Service Provider

FSCA Number: 42927.

Compliance is provided by:

Masthead (Pty) Ltd an FSCA-approved compliance practice.

Our Vision

To provide effective and targeted financial planning and investment management service on a low-cost, fee-based process

Neil Palmer CFP

Director and Key Individual Over 25 years of experience in global financial planning and investment management.

Over 25 Years Of Experience in Local and Offshore Financial Planning and Investment Management