Sugar Creek Wealth is an Independent Wealth Management Practice.

We pride ourselves on giving you the best advice, and are not a Sales team for Financial Product companies. We subscribe to the six step Financial Planning process and the highest ethical standards of Certified Financial Planning Professionals.

Our Process

When you contact our team, we will be able to advice you on our 1st meeting process and our services, identify your needs and explain where to from here. Our team will be also able to answer any questions you may have. Your personal goals and planning needs are unique and require a customised strategy.

The purpose of our first meeting is to understand who you are and what is truly important to you. We talk about your values, goals, the important people in your life and what an ideal relationship with a trusted adviser would look like.We also gather enough information to understand where you are financially today and where would you like to be in the future.We discuss how we work with our clients and answer any questions you may have.

Once you are happy to proceed as a Sugar Creek Wealth client, we will onboard you onto our specialised client service where a monthly retainer fee of R50 is payable for on call Wealth Management advice 24 hours a day. This is payable as a debit order or annual payment of R600.

Sponsorship and Partnership

Are you an event organizer? Does your company, church or professional organization need a sponsorship for a high impact event that you are hosting? Does your event attract more than 200 attendees?

Sugar Creek Wealth believes that wealth can only be created when we all taught about money. We are a practice that believes in giving back to the communities we live in and also advancing the lifestyles of our population. Sugar Creek Wealth will consider partnership in events that allow us to share the space and get our wealth planning message to the affluent black market.

Requirements:

Min 200 attendees
70% of the attendees should have a household income of R20,000,  3 year Bachelor’s degree; Technikon Diploma; work in middle to higher management role or they run their own business which has been in existence for more than 3 years.

Please call 071 839 6513 or 011 958 0973 for more information.

Graduate Program

Sugar Creek Wealth is recruiting for its graduate program for Financial Degree students completing their tertiary studies in 2017. Are you interested in a career in financial planning and attaining the coveted CFP Professional designation? If so, please email your CV to admin@scwealth.co.za . Applications close on 28 February 2018.

Address

Sugar Creek Wealth
Block A, First Floor, Willowvale Office Park
15 Van Hoof Street
Ruimsig
Roodepoort
1724

Postal Address

Po Box 2374
Ruimsig
Roodepoort
1732

Telephone

  : 071 839 6513
  : 011 958 0973

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