Wealth Tap: Helping Our Clients Build and Retain WEALTH!
Independent and Research Driven
Wealth Tap is an independent advisory business that offers both hourly fee-based consulting as well as on-going investment management fee options. The company currently has contracts with the following product providers:
| 1 | Allan Gray | Tel: 0860 000 653 | ||
| 2 | Cannon Asset Managers | Tel: 011 407 3530 | ||
| 3 | Glacier (Sanlam) | Tel: 0860 452 364 | ||
| 4 | Hollard Investments and Life | Tel: 011 351 5000 | ||
| 5 | Momentum | Tel: 031 203 0800 | ||
| 6 | Northstar Asset Management | Tel: 0860 766 522 | ||
| 7 | Old Mutual International | Tel: 021 509 2187 | ||
| 8 | PPS Investments | Tel: 0860 468 777 | ||
| 9 | Sasfin Securities (Pty) Ltd | Tel: 031 271 8700 | ||
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Tel: 0860 111 401 |
No conditions or restrictions have been imposed by any of the above product suppliers.
By providing a solid foundation of knowledge, experience and collaboration, solutions are thoroughly researched and analysed to provide optimal performance given the required client needs.
Cost Sensitive
The long-term effect of excessive costs on returns is responsible for muted growth of capital. Wealth Tap endeavours to find cost effective investment solutions without compromising on quality.
Wealth Tap is transparent and informative in all dealings. All fees are disclosed in rand and percentage terms in all reporting.
Communication
Newsletters are sent bi-monthly with snippet articles sent weekly.
Disclaimer
The information and opinions contained on this website are recorded and expressed in good faith and in reliance on sources believed to be reliable. However, no representation, warranty, undertaking or guarantee of whatever nature is made or given concerning the accuracy and/or completeness of such information and/or the correctness of such opinions. Any investment is speculative and involves significant risks and in making any investment decision, you will rely solely on your own review and examination of the facts and the records relating to such investment. Past performance of the investment is not an indication of the future performance. Wealth Tap (PTY) Ltd (FSP no: 45948) shall have no liability of whatever nature in respect of any claim, damages, loss or expense arising out of or in connection with the reliance by you, on the contents of this website.