Visit website

Investment minimums

<R1m

Angelo Theofanous

With 15 years of experience in wealth management, I’m passionate about comparing portfolios, portfolio analysis and education around our industry. I value education and the upliftment of South Africans and am involved in meaningful dialogue and action plans to grow our country and invest in its people. Through solid analytical research, I aim to serve my clients and provide them with positive and factual guidance that helps them to grow their wealth during challenging times.

I love building relationships and strongly believe that people and finances are different sides of the same coin. Given rapid changes in technology and lifestyle, I believe all South Africans can benefit from thinking globally and acting locally. I look forward to engaging with new people and cultures with an attitude of lifelong learning.

36 Kaap De Goede Hoop Ln 918 , Office 4 Hartenbos Mossel Bay Western Cape

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

072 XXX XXXX

Angelo@*******************o.za

Reveal contact details

Angelo Theofanous

With 15 years of experience in wealth management, I’m passionate about comparing portfolios, portfolio analysis and education around our industry. I value education and the upliftment of South Africans and am involved in meaningful dialogue and action plans to grow our country and invest in its people. Through solid analytical research, I aim to serve my clients and provide them with positive and factual guidance that helps them to grow their wealth during challenging times.

I love building relationships and strongly believe that people and finances are different sides of the same coin. Given rapid changes in technology and lifestyle, I believe all South Africans can benefit from thinking globally and acting locally. I look forward to engaging with new people and cultures with an attitude of lifelong learning.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

36 Kaap De Goede Hoop Ln 918 , Office 4 Hartenbos Mossel Bay Western Cape

Get directions

Contact details:

072 XXX XXXX

Angelo@*******************o.za

Reveal Contact Details

About

About Resolute Wealth Management – Mossel Bay

Founded in 2004, Resolute Wealth Management is a holistic financial planning practice, specializing in investment advice to high-net-worth individuals and corporates alike.

We take enormous pride in our independence, allowing us to provide unbiased, professional advice to accommodate your unique needs and desires.

With you, our clients, at the core of everything we do, we are committed to serving you with integrity, excellence, and passion. We invite you to walk this journey with us, allowing you to experience life fully, in all its magnificence.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help ensuring your financial affairs are efficiently structured.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.