Wealth Planning | Provided by

SS Wealth Planning

Who we are

SS Wealth Planning is a wealth planning service that aims to create and preserve wealth for clients, providing long-term financial peace of mind. The company represents a dynamic co-operation agreement between Senwes and S-BRO Financial Services, with both parties being equal shareholders.

As an authorised financial service provider, SS-Wealth Planning boasts a team of experts who stand by to assist clients with personalised advice and support. The company understands that clients may have unique and complex financial needs, which is why it specialises in customised solutions.

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What we offer

To help clients secure their financial future, SS-Wealth Planning provides professional services such as estate planning, consultation and drafting of wills, consulting and setting up trusts, company structuring, tax planning, wealth management, BEE-solutions, pension funds, and employee benefits.

Products and Services

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Products and Services

SS Wealth provides the following professional services:

  • Estate planning
  • Consultation on and drafting of wills and trusts
  • Company structuring
  • Tax planning
  • Wealth management
  • Extensive secretarial services
  • BEE solutions
  • Pension funds
  • Employee benefits

Why should I consider these services?

Wealth planning is an important consideration for anyone who earns an income, as well as for individuals who have built up wealth over a period of time and need to live off of it during their retirement. The choice not to invest in wealth planning can consequently cost people dearly.




Get in touch

Need someone to contact you?

Take control of your financial future. Contact SS Wealth today to explore our comprehensive range of professional services including estate planning, tax planning, wealth management, and more.

  • Tax
  • Trusts
  • Wills
  • Estate Planning

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