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Private Wealth Management has a holistic approach to financial management and offers clients a complete service offering. Thulani Majola is one client who has no regrets after moving his business to PWM, describing the quality of his relationship with its Pretoria office as “phenomenal”.
Majola is group CEO at LT Holdings, a group of companies involved in project management, property development, consulting engineering and architectural services. A successful businessman in his own right, his previous financial advisers hadn’t been able to see further than his monthly salary or anticipate his personal and business growth, he says. His was a growth trajectory that required far more than a retirement annuity and pension plan.
Majola was introduced to PWM by his business partner. The process then started by projecting Majola’s income into the future and ascertaining what could be achieved with his progressive lifestyle and income.
“I’m thrilled with the plan that’s been structured, especially with the introduction of the acsis methodology. Today I have a 10-year financial plan and absolute confidence I’ll be able to retire in style when I’m ready,” says Majola.
As someone with numerous business interests PWM goes well beyond the norm, he says. PWM takes problems off his hands, enabling him to concentrate on strategic matters.
Majola is group CEO at LT Holdings, a group of companies involved in project management, property development, consulting engineering and architectural services. A successful businessman in his own right, his previous financial advisers hadn’t been able to see further than his monthly salary or anticipate his personal and business growth, he says. His was a growth trajectory that required far more than a retirement annuity and pension plan.
Majola was introduced to PWM by his business partner. The process then started by projecting Majola’s income into the future and ascertaining what could be achieved with his progressive lifestyle and income.
“I’m thrilled with the plan that’s been structured, especially with the introduction of the acsis methodology. Today I have a 10-year financial plan and absolute confidence I’ll be able to retire in style when I’m ready,” says Majola.
As someone with numerous business interests PWM goes well beyond the norm, he says. PWM takes problems off his hands, enabling him to concentrate on strategic matters.
