ABOUT US
Balanced Money. Balanced Life
OUR OFFER
Here is what we can and can’t do for you and your business
Who Are We?
Opulentus Wealth Management is a fee for advice wealth management practice based in the Sunninghill area in Johannesburg. The practice was founded in 2015 by our founder Nikki Gajoo, a Certified Financial Planner, with several years of experience in wealth management which was gained at several blue chip companies. At Opulentus Wealth we value our clients and believe in life time client relationships. We “invest in you”, our client.
What We Don’t Offer
At Opulentus Wealth Management, we do not:
- Offer FREE advice
- Sell you insurance products (which you may not want/need)
- Replace your current insurance policies with new policies to earn upfront commissions through the sale of insurance
What We Do Offer
Based on our numerous years of experience in the industry, our client value proposition is divided into 4 different areas namely:
Financial Planning For Individuals
Utilizing the 6 steps of financial planning, we assist individual clients to create bespoke financial plans covering a range of different areas.
Financial Planning For Businesses
For business client’s, our service offering includes a range of analysis, planning and optimization solutions for your business.
Financial Coaching
Our coaching service focuses on the behavioral and emotional aspects linked to a person’s (mis)management of their finances.
Financial Literacy Workshops
We work with Businesses to tailor make workshops to empower employees on different aspects of financial understanding and literacy.
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