Wealth Associates

Wealth Associates

WEALTH ASSOCIATES

We’ll smooth your financial journey, so you can focus on life.

Wealth Associates is a group of independent financial advisory firms in South Africa specialising in wealth management for individuals. We offer independent, tailored financial advice to our clients, coupled with a suite of curated financial products to meet particular needs or manage all your wealth management requirements.

While our financial advice is specific to every client, the Wealth Associates group offers the added benefits of lower costs through economies of scale, shared ideas, shared administration, group corporate governance standards, and continuity of advice and support.

Wealth Associates engages a unique selection of leading product providers who work with us to provide our clients with effective solutions underpinned by competitive pricing and efficient service models.

Get Social with Wealth Associates

MDDs

Minimum Disclosure Document Date: 30 June 2026

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
Wealth Associates FR Balanced Fund of Funds (A) WABFA 188.47 21 July 2026 pdf
Wealth Associates FR Cautious Fund of Funds (A) WAFA 144.38 21 July 2026 pdf
Wealth Associates FR Equity Fund (A) WLTFA 211.50 21 July 2026 pdf
Wealth Associates FR Global Flexible Fund of Funds (A) WAGFA 159.22 21 July 2026 pdf
Wealth Associates FR Income Fund (A) WLBFA 111.38 21 July 2026 pdf
Wealth Associates FR Moderate Fund of Funds (A) WAMFA 167.95 21 July 2026 pdf