From Grant: Your journey to greatness starts here
What are your goals and aspirations? What future do you want? How much is enough? Are you living your greatest life? At The Wealth Room, our team of financial coaches work together with you to find the answers to these important questions. But first, who is The Wealth Room? Formerly known as HVZ Financial Consultants, we recently relaunched with a new approach to financial planning. My father, Herman van Zyl, established HVZ more than two decades ago, and as a result of his exemplary leadership and hard work, we could take the business to the next level. Our new vision is to help you achieve the future you want by focusing on your goals and aspirations. We aim to do this by putting you in control of your finances with our integrated wealth planning process. Over the years, HVZ has bu
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The Wealth Room Disclosure letter
In the spirit of transparency and to ensure that you have the information necessary to make an informed decision in terms of our role as your Financial Planner, We would like to provide you with some background regarding The Wealth Room, The Financial Planners, as well as information required in terms of the FAIS Act no 37 of 2002. Full name of company: The Wealth Room PTY (Ltd) FSP licence: Number: 8866 Compliance officer: Etude Compliance ACCREDITATION From an accreditation perspective, The Wealth Room as well as all the Financial planners have written mandates with the following companies and are accredited to market and sell their products: Discovery Invest, Allan Gray, Cadiz, Marriott, Old Mutual Wealth, Private Wealth Securities, Investec & others Discovery
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