What we offer our clients

 

Expert Advice

We help you understand and develop a plan for managing your finances.

Whether you are planning for retirement, or saving for your family's future, we will guide you so that you understand and are prepared for the decisions that lie ahead.

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Protection

Our priority is protecting your capital.

You work hard for your money and you need to invest it in a sensible and sustainable manner. We believe that you should take a leading role in deciding your future.

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Simplicity

We offer financial products that are easy for you to understand.

We know that your funds are precious and that you need to make the correct decision right from the start.

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Confidentiality

We keep all client information and data confidential and secure.

Through a robust technological infrastructure and a state of the art set of policies and processes, we ensure that our clients' confidential data are stored, backed up and protected.

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We're Hiring! New job vacancy for the position of Manager, Investment Services. For more information click here.

 

Our Team

Our staff are top investment and financial services professionals with well over a century of industry experience.

The team has extensive hard-earned experience and a specific expertise in investment strategy and portfolio management, corporate finance, risk analysis, and compliance.

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Our Mission

Emergo Wealth will become a leading financial services provider, offering financial advisory and wealth management solutions fully embracing our responsibilities to clients, shareholders, employees and the communities we operate in.

Our Promise

We promise to put your interest above our own. We promise to listen to your needs and design products and services to meet them. We promise to communicate with you in open and clear communications. And we promise that an Emergo Wealth team member will always be available to answer any questions you may have.

 

What our clients are saying

 

“I fully rely on the advice from the Emergo Wealth team. They analysed the data we provided to generate several practical options, which they conveyed in a clear and concise report. Their sensible and honest approach earned our trust.”

MD, Professional Services Company

 

“Emergo Wealth helped us navigate the complex issues related to our pension fund’s investment plan. They helped us take advantage of available tax incentives and gave us clarity and comfort about the future of this important asset.”

CFO, Trading Company

 

“We were impressed by the personal service we received from Emergo Wealth. We had previously thought that such service is only reserved for high net worth individuals. Our advisor is always available to answer questions or attend to even the most unconventional requests.”

Financial planning, Private client