Work with Us
Work with Us
Are you ready to work with us? If you are ready to start growing your wealth, we would love to chat with you. Are you the right fit:
Why Work With Us
No Cost or Obligation
We want you to know exactly how we help you without spending a single rand
3 Possible Outcomes
We will end the call one of 3 ways, we like each other and want to work together, we like each other and we are not a good fit for your needs, we don't like each other and we go our separate ways.
Complimentary Call
The very first step in the process is a quick call with our team.
How do you know if you are a good fit?
We deliver the greatest value when we focus on questions you can't answer yourself without 100% confidence. Allow us to lend you our skill and expertise. Our typical clients are:
High Income, Not Rich Yet plus professionals with the ability to save R5000+ per month
These individuals know that building wealth with discretionary income will provide them with a prosperous financial future.
Diligent savers who are ready to turn their savings into investments
Savers who have a lump sum ready to invest and unique investments that provide significant returns
Business Owners
Business owners, looking to secure their businesses as an asset to pass on to their families and to use business profits to invest in structured investments
Upwardly mobile independent women
Financially independent women who are looking for solid financial future.
Still have questions?...
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Why should I work with Solomon Wealth?
Because we’re awesome. But more seriously we genuinely love educating and empowering our clients to take control of their financial future. We pride ourselves in our ability to make complex financial topics easy to understand. We use powerful tools to enhance the planning experience and we love creating a highly personalized client experience.
Second, we offer an objective perspective, free from any conflict of interests through utilizing our Wealth Planning process. Whether you are looking for an analysis of your current financial picture, or you are ready to make some changes in your financial world, we can help with both. We aren't required to have assets under our management to work with someone.
How do you get paid?
We construct Financial Plans for a flat fee that ranges depending on the complexity of your situation. We make objective, actionable recommendations that you can choose to implement with Solomon Wealth or anywhere else you feel comfortable.
If you choose to work with us after your Financial Plan is complete, we may receive commission from some elements of your plan we implement, and should you choose to hold your investments with Solomon Wealth we receive a typical percentage of assets under management.
Can you manage my assets for me?
We can, but first and foremost we create a Financial Plan for you.
As Independent Wealth Managers, we are affiliated with a number of Investment Houses. Speak to us to transfer investments to our management.
What if I only want advice?
We are a planning first firm. We actually do not move any investments before first designing a Financial Plan. Our Financial Plan will provide you a 360 view of your entire financial world. As part of the plan we will give you our recommendations, but you are by no means obligated to implement them with us. We believe in providing objective advice free from the conflict of interest you might find with advisors who are going to recommend the same products to everyone they meet with. Your needs are unique and so should be the solutions that make up your financial life plan.
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Your Financial Future is not going to plan itself, that's were we come in. Although, we work out of Johannesburg & Durban, we are a virtual planning practice. Schedule a call with us.
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