Our Holistic approach to financial planning, as well as our integrity and professionalism, has allowed us to develop long-term relationships with our clients. We endeavour to fully understand each client's needs and goals and build a personalised solution.
First, we help clarify your present situation by collecting and assessing all relevant financial data. Then we work with you to determine your financial and personal needs and craft a plan to reach your goals. Along the way, we regularly review your financial plan. We assist you to identify financial problems and come up with strategies to ensure you stay on course.
Since 2007, we have been helping our clients meet their long-term financial objectives.
Contact us to talk to a Certified Financial Planner® about:
● Estate Planning
● Local or offshore investments
● Pre- or post-retirement planning
Financial Advisor and Key Individual
Kyle O’Haher has been a financial advisor for almost 30 years. After completing his tertiary education, he qualified as a Fellow of the Institute of Life and Pension Advisors in 1999 and is a Certified Financial Planner® professional and member of the Financial Planning Institute. Kyle founded Comprehensive Wealth in early 2007 and focuses on wealth planning for his clients both before and after retirement. He prides himself on giving impartial and independent financial advice whilst maintaining absolute integrity and professionalism.
Client Relationship and Admin Manager
Janice Whitfield joined Comprehensive Wealth in 2007. With 15 years of experience in the industry, Janice is an integral part of the team providing client support and administration.
Paraplanner
Venessa Ross joined Comprehensive Wealth in 2016 after returning from the UK. With 13 years of experience in financial services, she is responsible for planning and implementation as well as compliance.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
222 Main Road, Walmer, Port Elizabeth, South Africa
Monday - Friday: 8am - 5pm
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