Protect.Enhance.Create
Personal finance isn’t interesting to everyone! And it doesn’t have to be. Properly managing your finances and making the right financial decisions takes time, skill, and effort. Time is money, and there’s a cost to delaying good financial decisions or prolonging poor ones.
Wealth Doctors is where financial coaching, planning and advice become one.
Allow us to help you Protect.Enhance.Create your wealth.
Get Started
Why the name Wealth Doctors
Wealth measures the value of all the assets of worth owned by a person. We always aspire to improve and/or protect our wealth. And with wealth being health and vice versa – why would we only entrust skilled individuals with our health but not seek that level of skill when it comes to our wealth?
We consider ourselves the doctors in our field because a doctor in any field has mastered a particular area of study and the relationship we have with a doctors in any field is that of trust because we know they obtained the highest level of competence to execute the role.
Morals/ values held by any doctor, specifically in fields that deal with people are empathy, communication/sharing, self-awareness, moral integrity, sensitivity/trustfulness and commitment to ongoing professional development. These are the exact values that tie into who we are at Wealth Doctors.
We are that “financial savvy” friend you turn to, that you can trust with your best interest at heart and with the skill and ability to guide you precisely on how to achieve your financial dreams.
We analyse, diagnose and prescribe through a holistic financial plan which aims to help you achieve financial greatness.
Why Wealth Doctors
You wouldn’t take advice on your physical health from a non-professional, so why would you not consult a professional for advice on your financial wealth? There are so many intricacies around rehabilitating, protecting, preserving and creating wealth – and so much can go wrong if you make uninformed decisions. Wealth Doctors will help you make the best financial decisions.
What is a Financial Advisor?
Our Financial Advisors are the experts who helps you to organise your finances. We take a comprehensive look at your financial situation and build a specific financial plan to help you reach your goal. Our Advisors will forecast the outcomes of your investments and savings, giving you a clear picture of your preparedness for your retirement as well as life’s unexpected mishaps.
What is a Financial Coach?
Our Financial Coaches are a hybrid between financial advisors, coaches and debt managers. The assist our customers with a financial repair plan which comprises of reduction in debt by up to 60%, financial planning, live management of a budget by means of an application, financial education through online assessments and rewards when you make good financial decisions. As fiduciary financial advisors, our focus is to plug you into one of our three plans to help you GET BACK UP!
Holistic Financial Planning
We take into account where you are today, where you want to be and then creates a bespoke plan to help you reach your financial goals.
Insurance (Life, Disability Assets, Health, Business e.t.c)
Investment Solutions (Personal, Business and Corporate)
Fiduciary Services (Wills, Trusts etc.)
Retirement Planning
Debt Consolidation / Review
Experienced Agents You Can Trust
It all starts with a plan – a financial plan is one that outlines financial products and services to help you reach your goals. Regardless of how much you earn, your wealth can grow if you start thinking about and treating money differently. Our experienced advisers get to know you by conducting a financial needs analysis based on your facts, figures and preferences and recommend bespoke solutions to help you reach YOUR FINANCIAL GOAL.
Policies
Years Experience
Agents
Financial Plan
Get a Free Financial Plan Consultation
Speak With an Advisor
Build a meaningful relationship with one of our esteemed Financial Advisors.
File a Claim
Need to claim from your Policy, then you claim to the right place. Simply click on the open a claim button below.
Get your debt in check
There is nothing more daunting then having too much month at the end of your money. Let us help you breath.
Our Customers
“From having no direction with my money, I now have a budget in place that I follow religiously, I have a plan thats reviewed annually and I am covered incase of death, disability, illness – I have the peace of mind knowing that regardless of what happens to me, my family is taken care of.”
“When I started with Wealth Doctors, I dreaded pay day, because I knew I was working to pay debt. Now I have cleared almost all my debt, have savings and cover in place. My financial advisor is my hero, without her guidance, I would have lost my assets by now – Thank you.”