Econorisk Wealthcare Solutions (PTY) LTD
Mission: To create and protect the wealth of our clients by providing the full spectrum of long-term wealth protection and wealth-creation solutions together with a world class service offering
Today, more than ever, individuals and corporations need to make informed and proactive choices about their personal finance. The future of their families and employees depends on the right advice - which means choosing the right adviser.
Econorisk Wealthcare Solutions is a licensed Financial Service Provider, authorised by the Financial Services Board, under Licence No. 30603, to provide services in respect of the following products:
Long-term Insurance : Category A, B and C, Pension Fund Benefits, Participatory interest in one or more collective investment schemes, Health service benefits as defined in Section 1 of the Medical Schemes Act, 1998.
Econorisk Wealthcare Solutions is also accredited with the Council for Medical Schemes under Accreditation No. BR 25787.
Life assurance and retirement planning
Financial planning, focusing on the requirements of private individuals and companies. This encompasses:
- Establishing and defining a relationship with our clients
- Collection and analysis of client information
- Capital and income needs analysis on death, disability and retirement
- Recommendation of potential solutions
- Implementation of agreed recommendations
- Regular reviews and reassessments
We specialise in business assurance and are qualified to meet all needs relating to buy and sell, key person, deferred and preferred compensation.
Contracts held with:
Discovery Life | Liberty | Momentum | Hollard | Medscheme LifeHealthcare solutions
The analysis of all healthcare requirements of individuals and corporates and the recommendation of the optimum solution.
Contracts held:
Discovery Health | Fedhealth | Liberty Medical Scheme | Momentum HealthWealth Creation - focusing on the accumulation of wealth
Investments
Our wealth-creation offering is focused on wealth accumulation, either targeted saving for a specific goal or the investment of existing capital to achieve capital appreciation or provide an income. Our service includes:
- Risk profile analysis
- Recommendation of potential solutions
- Implementation of agreed recommendations
- Regular reviews and reassessments
Contracted with:
Allan Gray | Investec | Discovery Invest | Stanlib | Hollard