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Investment minimums

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Gloria Mac Connell

I started my career in the financial services industry in 1983 with Syfrets Trust, part of Nedgroup, offering all aspects of financial planning to our clients – from estate planning to tax advice. In 2000, I took the plunge and left corporate to set up Personal Wealth Managers. I love working with my clients and their families, and thoroughly enjoy keeping up to date with current market trends and changes in legislation. That said, my greatest pleasure is travelling.

347 Main Road, Kenilworth, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

gloria@*******************o.za

Reveal contact details

Gloria Mac Connell

I started my career in the financial services industry in 1983 with Syfrets Trust, part of Nedgroup, offering all aspects of financial planning to our clients – from estate planning to tax advice. In 2000, I took the plunge and left corporate to set up Personal Wealth Managers. I love working with my clients and their families, and thoroughly enjoy keeping up to date with current market trends and changes in legislation. That said, my greatest pleasure is travelling.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

347 Main Road, Kenilworth, South Africa

Get directions

Contact details:

082 XXX XXXX

gloria@*******************o.za

Reveal Contact Details

About

About Personal Wealth Managers CC

We believe that everyone should have a financial plan and provide our clients with the best financial planning and investment management advice and services available. Our approach is to help clients understand and deal with their hopes and fears about their future financial needs, and we aim to make this process uncomplicated and accessible. All financial plans need adjusting at every stage of an individual’s life, and we guide and assist our clients in managing this.

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 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.