WHOLISTICS PLANNING GROUP (PTY) LTD
Financial Services in Durban

It has been just over 30 years that our sustainable journey started in a single 16 square- metre rented office as an agency. That small agency has transformed into an independent diverse Group providing financial services to our clients all over South Africa and internationally. Then, in 1997, the Wholistics story began with a small group of passionate, committed professionals managing a host of individual and corporate clients. This same entity transformed into a Group which provides financial advancement and services to our clients across South Africa and internationally. Call it what you will, but each day for me is still exciting, challenging and offers progress and inspiration to our lives. Many competitive advantages took place over the period. We themed climbing as the activity that best expresses our energy, passion and ongoing challenges. Much later corporates and companies used the mountain as a common media marketing tool to translate their endeavours. Through loyal support and consistent growth, we then developed two further businesses namely Ethix and Extegrity. The Wholistics Planning Group is made up of these specialist divisions providing clients with a full scope of service, objectivity, innovation and smart solutions. Personally, the general attitudes, complaints, apathy and service negligence of our industry has always presented us with increasing opportunities to stay different and measurably ahead. Certainly this is the time that businesses that invested honourably for decades in great and professional people and processes have the undeniable right to take charge of the financial services sector to benefit their clients and themselves. We really have a robust collective of truly dedicated people in The Wholistics Planning Group from all walks of life. Each of our specialists hold ownership accountability across the Group and actively manage their respective businesses. Our shareholders have an intense responsibility and priority to ensure the legacy and continued success of the Group remains a strong Family business for future generations. It’s also the only reason that we are in business and allowed to grow, flourish and scale new heights of endeavour and professional achievement! We have grown this family controlled enterprise by providing objective, independent and wholistic financial services and solutions across a wide and diverse individual and corporate client base. The Group has developed into three distinct business units that function in the most integrated, interdependent and objective manner. This allows our clients to enjoy varied and uncompromising best advice. Our activities encompass all aspects of financial, business and lifestyle planning. Key specialists have crafted their respective business vision in a highly passionate and professional manner from the most basic foundations of a start-up business. Our reputation has earned us professional planning and advisory status by achieving South Africa’s inaugural Best Practice of the Year Award.