WEALTH MANAGEMENT SERVICES

YOUR NEXT STOP: WEALTH MANAGEMENT

Headed by
Johan Vermeulen
HOD Wealth Management

From being able to sustain cash flow, to retirement plans for your employees, our Wealth Management Department can advise you on your choices to make the difference between the success or failure of your business. Our team of exceptional Independent Financial Planners will guide you to make the right decisions to enjoy the benefits of being an entrepreneur.

Our Financial Planners are also able to provide you with a holistic analysis and overview of your financial position after death, disability, or other life-changing events. 
We provide you with the understanding to make informed decisions. This is our value. Proper Financial Planning.

Fio Financial Planning is a fully independent Financial Service Provider with company registration number 2015/013217/07. Fio Financial Planning is also duly licensed at the Financial Services Conduct Authority (FSCA) with FSP Number 49153.


WEALTH MANAGEMENT PRODUCT PROVIDERS

PRODUCT PROVIDERS

our services

Costs

Financial Planning

Tax Advice

Executors’ Fees

Estate Tax

Property Transfer

Minor Children

Business Continuity

Costs

Rate of Return

Fund Choices

Financial Planners

Investment Advice

Value

Coverage

Protection

Beneficiaries

Financial Risks

Assets

Property

Insurance Options

Competitive Prices

Comprehensive Coverage

Capital

Savings

Pension

Retirement Age

Financial Security

Employee Wellbeing

Talent Retention

Benefits Packages

Health Insurance

Retirement Plans

paia manual

OUR PAIA MANUAL

The Promotion of Access to Information Act (PAIA) mandates that both public and private entities in South Africa must possess a manual. This manual serves as a guide, detailing the procedures for individuals seeking access to the records maintained by FIO Wealth Management.

MEET YOUR TEAM

Ajay Wasserman

Director / Key Individual

Francois Cloete

Short Term Insurance Specialist

Jaun-Mari Potgieter

Financial Planning Administrator

Johan Vermeulen

HOD Wealth Management

Chiné Kruger

Financial Planner Administrator

Contact US today TO LEVEL UP

YOUR JOURNEY BEGINS HERE

We look forward to assisting you in achieving your financial goals.

Connect with us over a coffee!