GROW YOUR WELLBEING

CAREER | SOCIAL | COMMUNITY | FINANCIAL | PHYSICAL

At Wealth Creed, we redefine financial planning by intertwining it with your life's wellbeing and aspirations.

Our value proposition lies in our holistic, strengths-based approach that extends beyond mere financial advice to incorporate your entire life's journey. By embracing your unique story, goals, and values, we craft personalised strategies not just for financial freedom but for a balanced and enriched life.

Our commitment to your overall wellbeing, combined with our expertise in financial planning and strength coaching, positions us as your dedicated partner in navigating life's complexities towards prosperity and fulfillment.

CRAFT YOUR OWN CREED

CHART YOUR FINANCES | CONNECT YOUR COMMUNITY | CREATE YOUR WELLBEING

Our goal is to develop a comprehensive plan that fosters personal growth alongside your financial strategy.

DISCOVER YOUR STORY

Begin your journey with a deep dive into your unique life narrative — your past experiences, current life status, and principles. Together, we'll use our self-assessment tools to understand your personal and financial aspirations.

UNCOVER YOUR STRENGTHS

With strength coaching, we'll identify and build upon your inherent strengths. Let's define your life vision and create a bucket list that reflects your deepest aspirations and long-term desires.

PLAN FOR WELLBEING

Explore our wellbeing wheel where we map out a plan that touches every aspect of your life: career, social connections, community involvement, financial stability, and physical health.

DEVELOP YOUR STRATEGY

We will craft a financial plan that's as unique as you are, tailored to your individual goals and overall wellbeing. From wealth accumulation to retirement planning, we ensure you're equipped with the knowledge to make informed decisions every step of the way.

IMPLEMENT YOUR PLAN

 Take action on your financial strategy with our dedicated support and coaching. Whether it's opening investment accounts, managing insurance, or starting a savings journey, we'll ensure every step is in sync with your wellbeing goals.

REVIEW AND EVOLVE

Your life is dynamic, so your financial plan should be too. Regular reviews of your plan will allow us to reassess your goals and adapt strategies as needed, ensuring you stay on track towards your evolving vision of wellbeing.

OUR SERVICES

INDIVIDUALS, FAMILIES & CORPORATE CLIENTS

Investments & Retirement:

Our approach to retirement planning is not just about building wealth but about preserving your lifestyle, providing a comfortable and secure retirement. We recognize that your retirement plan is the cornerstone of your financial future. Therefore, we carefully craft investment strategies that will not only meet your retirement goals but will do so in a way that aligns with your comfort level and risk tolerance.

Wills & Estate:

In the area of wills and estate planning, we prioritize peace of mind, ensuring that your wealth is distributed according to your wishes and that your loved ones are taken care of. Our services provide stability and security, giving you the comfort of knowing that the future is planned and orderly. We focus on people, not products, ensuring that your unique needs and desires are at the forefront of our estate planning strategies.

Commercial & Personal Property:

We extend our bespoke financial planning approach to your commercial and personal property needs. Our objective is to ensure the optimal protection of your assets against unforeseen circumstances while optimizing the value and potential returns. We understand the crucial role these properties play in your wealth accumulation and lifestyle, thus, we align our strategies with your individual needs and preferences.

Corporate Benefits:

In our corporate benefits plan, we carefully consider the value of your employees and stakeholders, recognizing them as integral parts of your business success. We ensure that these individuals' financial security is prioritized, leading to an enhanced sense of satisfaction, loyalty, and productivity within your organization. Our plans are fully customized, built on the foundation of your business objectives and the unique needs of your staff.

Personal Financial Planning:

Personal financial planning with us is about prioritizing your financial goals and empowering you to take control of your financial life. Our organized and structured approach fosters a sense of order, clarity, and control. We help replace harmful financial habits with better ones, leading to positive lifestyle changes. With us, your custom financial plan aligns with your budget and lifestyle, creating a supportive partnership designed with your financial wellbeing in mind.

WORK WITH US TODAY

PARTNERING WITH YOU FOR FINANCIAL FITNESS AND HOLISTIC WELLBEING

GUGU SIDAKI, CFP®
Wealth Manager & Managing Director

A seasoned Wealth Manager dedicated to enhancing the wellbeing and wealth of individuals and small businesses. With expertise in Retirement Planning, Asset Allocation, Risk Management, and Investment Management, she champions financial literacy through education and authoring children's books.

MPHO TSHABADIRA
Commercial & Personal Insurance Specialist

With well over 20 years of insurance expertise across top institutions, she is a seasoned champion for women in insurance. She offers tailored Short and Long-Term Insurance solutions, emphasizing client-focused risk management. Mpho values family time and is an avid reader.

NKHESANI KAPENA
Tax & Accounting

Dedicated entrepreneur and Chartered Accountant (ACCA) with a decade of expertise in accounting, audit, financial and corporate advisory. She leads our accounting services, specialising in supporting entrepreneurs and owner-managed businesses throughout South Africa.

SHEILA-ANN ROBEY, CFP®
Fiduciary Specialist & Attorney

As a Fiduciary Specialist and Attorney, Sheila helps us empower you to make sustainable, beneficial choices. Passionate about transforming realities, her work seeks to improve lives, guiding individuals towards a brighter financial future.

NKARENG SIWALE
Investment Consultant

With 16 years at various franchises of the FirstRand Group, holding pivotal roles in global strategies, and having had oversight of over R35bn in assets, Nkareng helps us leverage this extensive experience in fund and portfolio management across major asset classes, crafting bespoke investment strategies.

INCLUDE YOUR KIDS!

My 3 Piggies was founded after receiving growing requests from clients to teach children the value of money.

Our mission is to address the financial literacy gap among children in South Africa by teaching core concepts which include budgeting, saving, spending and investing - and reverse generational mismanagement of funds!

We aim to teach children the principles of personal financial management in a fun and practical way and parental involvement is essential in the lessons learned through our engaging activities.

EVENTS & RESOURCES

KEEPING IN TOUCH. KEEPING YOU ON TRACK.

READY TO CHAT?

Let's connect and transform your aspirations into action. Reach out to start your bespoke wellbeing and financial planning journey with us.

Email: info@wealthcreed.com
Call: +27 10 312 6179

Address: Adapt Executive Suites, 3 Gwen Lane, Sandton

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