Get to Know Us

At BioCertica Wealth Management, we take a different approach to financial services. We believe that true wealth is more than just money - it's about achieving a fulfilling and healthy lifestyle. By prioritizing the overall well-being of our clients, we create personalized financial plans that not only achieve financial goals, but also support a healthy and fulfilling lifestyle.

Our team of experienced and dedicated financial advisors is committed to helping our clients build and maintain a secure financial future. We offer a range of services, including contributions, preservation funds, local and global funds, and multi-managed funds. We also provide financial education and resources to help clients understand their investments and make informed decisions.

Our holistic approach to wealth management includes considering the physical and emotional health of our clients in their financial planning. We believe that by prioritizing the overall well-being of our clients, we can create financial plans that truly support their long-term goals and aspirations.

At BioCertica Wealth Management, we are passionate about what we do and committed to making a positive impact in the lives of our clients. We are dedicated to building strong, long-lasting relationships with our clients, based on mutual trust and respect.

Contact us today to learn more about how we can help you achieve your financial and lifestyle goals.

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  • Strategy & Values

    At BioCertica Wealth Management, our strategy is to integrate a holistic approach to wealth management, prioritizing the overall well-being of our clients. We believe in the importance of considering both the physical and emotional health of our clients in their financial planning, and strive to create personalized financial plans that not only achieve their financial goals, but also support a healthy and fulfilling lifestyle. Our core values of integrity, excellence, innovation, and personalized service are at the heart of everything we do.

  • Our Vision

    Our vision is to be the leading financial services company in our region, known for our commitment to our clients' financial and overall health, as well as our dedication to helping them build and maintain a secure financial future.

  • Our Mission

    Our mission is to provide personalized financial planning services to our clients, with a focus on their overall well-being. We aim to achieve this by staying up-to-date with the latest financial and health-related trends, providing educational resources to help our clients make informed decisions, and offering a range of services to meet their unique needs.

7 Core Business Values

“At BioCertica Wealth Management, we prioritize the well-being of our clients and operate with the highest levels of honesty, transparency, and expertise. Our team is committed to providing clients with financial advice that is rooted in integrity and diligence, ensuring that their unique needs and goals are always at the forefront of our recommendations.”

  • BioCertica Wealth Management

    Our Wealth Management division offers tailored solutions to meet your individual, family, or business needs. We provide a comprehensive wealth management service that includes investment in unit trusts, estate planning, and fiduciary services. For businesses, we offer bespoke multi-managed investment solutions and a full suite of employee benefits.

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  • BioCertica Asset Management

    At BioCertica Asset Management, we are a trusted and established investment management company that specializes in both local unit trusts and international funds. We use a bottom-up approach with a strong emphasis on risk management to provide investment management to retail and institutional investors.

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  • BioCertica Insure

    At BioCertica Insure, we offer a wide range of insurance products that cater to your everyday, commercial, and specialist insurance needs. We partner with leading insurance providers to give you access to a variety of insurance options.

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  • BioCertica Health

    Our Health division is dedicated to providing top-quality healthcare solutions to individuals and businesses. We offer a range of medical aid and insurance options, including hospital plans, medical aid savings plans, and fully comprehensive plans. Our healthcare professionals provide a detailed assessment of your healthcare needs and help you select the most suitable healthcare plan. We also offer specialist healthcare management consulting services to assist businesses in identifying and managing health risks in the workplace.

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