Phoenix Private Wealth | About Us
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About Us

WHAT WE DO

Phoenix Private 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:

  • Shares
  • Money Market Instruments
  • Debentures and securitised debt
  • Warrants, certificates and other instruments
  • Bonds
  • Derivative Instruments
  • Participatory Interest in Collective Investment Schemes

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

Would you like to know more about us? Contact our team today.