Phoenix Wealth

We are a sustainable company navigating through the complexities of modern-day finance to unlock opportunities and protect wealth.

Who We Are

Phoenix Wealth 

Phoenix strives to enable sophisticated successful individual clients to conserve, develop and leverage their financial resources. This is achieved through effective access to relevant knowledge and skills backed by innovative transactional, saving and investment products and services.

We seek to understand our client’s needs to assist them in navigating through the complexities of modern day finance to unlock opportunities and protect wealth.

What we do

Phoenix seeks to understand our client’s needs and desires and assist them in navigating through the complexities of modern day finance to unlock opportunities and protect wealth.

Phoenix Wealth is a CATII authorised representative financial services provider under License number 41200. Phoenix Private Wealth is authorised to provide advice and intermediary services in the following Securities and Instruments categories


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Our Services

Human Capital

Success on the human capital elements of the scorecard i.e. management control and skills development are dependent on understanding the integral link between Employment Equity, Skills Development and B-BBEE.

Our experienced team can assist you with the following:

Enterprise & supplier development

Our key partners Veda Development and African Goshawk Fund have been positioned to provide bespoke solutions that unlock value in the supply chain.

Skills Developement

Although this is a key pillar to achieve in your scorecard, it is not always easy to navigate skills development that is accredited and adds value to your business. In our partnership stable we have several fully accredited skills development providers, with solutions in everything from Working at Heights to Microsoft Office and Business Management.

With several learnership programs to choose from and a myriad of shorter courses to add skills depth to your team, we will make sure that your spend creates value.


our Packages

Phoenix Wealth Management offers SME’s

an easy and cost-effective way to help employees manage their wealth through our:

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Combining these two solutions provides your company with an all-encompassing retirement-savings solution that has numerous benefits including:

good benefit package gives employees a deep-rooted sense that their company cares and appreciates their dedicated and long-term hard work.

Socio-economic development

Partners with Afrika tikkun

With our partners Afrika Tikkun, PCA can offer socio-economic development(SED) solutions in various ways. Should your passion lie with Early Childhood Development or Elderly Care or Youth Employment, there are several options available to create meaningful impact to disadvantaged communities.

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