ABOUT US
Concept Wealth Holdings
From concept to the adjacent possible – creating value for our partners and clients.
Concept Wealth Holdings assists advisers, brokers and affiliated franchise principals with the necessary support to develop sustainable businesses and suitable financial solutions for their clients. We leverage our experience to search for adjacent possibilities to create new opportunities.
Value statement
At Concept, we cultivate a trusted relationship founded on mutual respect and authenticity. Through collaborative partnerships, we deliver meaningful outcomes that benefit our greater community of partners, advisers and clients.
Financial security support methods
Designing the financial elements of a client’s best life
Financial security is a priority for most, and it goes hand-in-glove with the well-being, security and safety of your family. So, how do we achieve financial security for you?
Financial security is dictated by our life goals, disposable income and expenses. Concept’s financial advisers and brokers will help you create a well-designed roadmap to financial security using thoroughly researched methods.
Financial Planning
Our consultants use sophisticated tools and recognised methodologies to analyse your information and present you with proposals for risk cover, investments, estate and retirement planning.
Investment Planning and Wealth Management
Whether it’s capital for a specific goal or income in retirement, we take into account your tolerance of investment risks, but also the investment strategies you need to follow to reach your goals.
Retirement Planning
We can determine how much capital you will need in retirement to fund your income and capital requirements, as well as the most appropriate way to save for it.
Local and Offshore Investing
We have access to investment funds across the risk spectrum, ensuring that we select the most appropriate investment for your capital and savings.
Personal Risk Planning
We can help you determine your financial exposure and the best forward-thinking plan of action for possible eventualities such as disability or a critical illness.
Estate Planning
The one certainty in life is that we will all pass away. Guaranteeing that your loved ones are not left high and dry should be a priority. We’ll help ensure their financial stability and comfort after you’re gone.
Business Continuity
We can help you set up funding structures for buy-and-sell agreements to make sure there is a buyer for your share of the business in the event of your death or disability.
Short-term Insurance
We will assist you in finding the most appropriate personal and commercial solutions that suit your unique needs.
FOUNDING MEMBERS
Meet the team
We’re invested in your investments and take pleasure in working closely with you to create a designer financial services portfolio that takes client-specific needs and circumstances into consideration.
Affiliated partners
CONTACT US
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