WHAT WE DO…

We offer a variety of services to our clients including

Tax – Free Savings Account
  • Limits:
    • R33,000 per year
    • R500,000 per lifetime
  • Invest in cash OR stocks
Insurance Risk Cover
  • Life Cover: R125,000
  • Funeral Cover:
    • R30,000 member and spouse
    • R15,000 children
  • 6-month Retrenchment Cover
Medical Health Insurance
  • Hospital Care from R185 per month*
  • Primary Care from R195 per month*
  • Primary + Hospital Care from R245 per month*
  • *Indicative/On-Average
Retirement Annuity

Tax deductible

Regulation 28 exposure limits

Stock, property and cash

Best Rates

Tax-Free savings account from R50pm

Insurance Risk Cover from R160pm

Medical Health Insurance from R185pm

Retirement annuity from R300pm

Join the best

Phoenix Wealth Management a certified boutique financial service provider

2,785

Leaders Trained

1,378

Satisfied Clients

21

Awards Won

15

Consultants

WHY CHOOSE US…

Why Choose us

Optimizing every area of your business!

Attract and retain the very best talent by partnering with Phoenix Wealth Management to empower your team with the very best affordable benefits!

GET IN TOUCH…

To arrange a consultation or workshop, send us a message.