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: 31 December 2024

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
Wealth Associates BCI Balanced Fund of Funds (A) WABFA 160.24 22 January 2025 pdf
Wealth Associates BCI Cautious Fund of Funds (A) WAFA 129.63 22 January 2025 pdf
Wealth Associates BCI Equity Fund (A) WLTFA 170.59 22 January 2025 pdf
Wealth Associates BCI Global Flexible Fund of Funds (A) WAGFA 146.57 22 January 2025 pdf
Wealth Associates BCI Income Fund (A) WLBFA 106.39 22 January 2025 pdf
Wealth Associates BCI Moderate Fund of Funds (A) WAMFA 145.59 22 January 2025 pdf