Unicoll
Investments and Financial Planning
Wholistics fulfills the role of master planner, stitching focused expertise into made to measure, independent solutions for you and your business. These three distinct, interdependent business sites form the Wholistics Planning Group. Each suite is lead by a specialist of the group to ensure professional accountability.
- Execuserv – Financial Planning
- Ethix – Wealth Advisory Services
- Extegrity – Corporate Benefits
FINANCIAL PLANNING
PARTNERING WITH YOU. SERIOUS ABOUT YOUR TOMORROW.
- Personal and corporate financial planning in action.
- Your dreams and goals are unique, but they all share one thing – they are achieved by solid planning and follow through.
- We partner our clients with impartial, uncompromising advice and precise implementation. It’s a challenging journey, but clear objectives, cool heads and dependable support and service gets you there.
- Stable, independent relationships and excellent back-up from all of the major providers ensures that when we tailor a lifestyle solution for a client, the results are worth the effort.
WEALTH ADVISORY SERVICES
RESPECTING YOUR MONEY, NURTURING YOUR WEALTH.Respecting your money.
- Ethix provides unique investment planning and reporting to manage our clients’ wealth. The service is precise, transparent and fiercely independent.
- We apply risk profiling, asset allocation and currency and geographic diversity. Our reporting format measures capital and recurring investment performance in a style that is meaningful and clear.
- Regular investment reviews frame and reinforce your wealth objectives. Ethix provides clear, continuous support to guide objective, tactical investment decisions.
- Growing and protecting your personal wealth is our key objective. Our clients continually know and understand what’s happening to their money.
CORPORATE BENEFITS
TAKING CARE OF EMPLOYEE BENEFITS TO ALLOW FOR BUSINESS FOCUS
- Extegrity designs and manages the following solutions for corporate and executive teams: – Group Life, – Disability, – Retirement Fund, and – Medical Aid
- Being independent, we’re constantly exploring opportunities from the major providers and how they best fit with our employers’ needs.
- We service a diverse range of employers with appropriate solutions for their values, strategies and objectives. With us you really get the benefit in employee benefits!
ON DEMAND PROFESSIONAL ACTIVITIES PROVIDINGTHE EXTRA ENERGY AND CARE TO SUPPLEMENT YOUR FURTHER NEEDS?
As part of our extensive bespoke activities, we provide additional specialist services to local and offshore clients. Our clients are always expanding and developing their financial planning objectives within our Group.
Please do not hesitate to enquire about any additional specialist bespoke services to supplement your planning needs.
SPECIALIST SERVICES INCLUDE:
TAKING CARE OF EMPLOYEE BENEFITS TO ALLOW FOR BUSINESS FOCUS
- Establishing testamentary and living trusts local and offshore
- New and revised wills local and offshore
- Expat life, disability and investment options global products and services
- Emigration advice on all policies and investments pre- and post emigration administration
- Tax and corporate services associate partners and specialists
- Legacy and estate planning personal and business
- Business partnership planning private, company and corporate entities
WE TAKE OUR ROLE SERIOUSLY
- Our clients must step into the world confident, comfortable and financially secure.
- Then things change. We take care of it quickly and meticulously.
- A strong personal relationship helps each of our clients build a unique legacy.
- We have the specialist teams and knowledge to custom-fit solutions and manage them effectively.
- We personify skill, determination and attentiveness.
- Dynamic financial planning solutions for personal and corporate clients