Company lists · Data refreshed September 2026

Top 25 Retirement planning consultants based in South Africa

Name: Retirement planning consultants based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 336 companies tracked

RevenueBase identified 336 retirement planning consultants headquartered in South Africa as of September 2026 and tracks 3,241 professional contacts across them, including 1,160 with verified work emails. Johannesburg is the largest hub.

This list covers retirement planning consultants headquartered in South Africa, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review

336Companies

3,241Contacts tracked

1,160Verified emails

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The 25 largest retirement planning consultants based in South Africa

Ranked by team size

Top 25 of 336 retirement planning consultants based in South Africa, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Attooh	Indirect evidence	Faerie Glen, South AfricaHQ checked Sep 21, 2026	501-1,000	403 contacts →
	Indirect evidence “At attooh!” Source: RevenueBase Database · checked Sep 21, 2026
2	Consult	Indirect evidence	Centurion, South AfricaHQ checked Sep 21, 2026	201-500	309 contacts →
	Indirect evidence “Let's journey together.” Source: RevenueBase Database · checked Sep 21, 2026
3	1.618 Advisory Services	Indirect evidence	Johanessburg, South AfricaHQ checked Sep 21, 2026	n/a	199 contacts →
	Indirect evidence “Strategy + 1.618 = Perfect Wealth The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm.” Source: RevenueBase Database · checked Sep 21, 2026
4	Futurum Financial Group PTY LTD	Indirect evidence	Potchefstroom, South AfricaHQ checked Sep 21, 2026	201-500	115 contacts →
	Indirect evidence “You CREATE the memories, we INSURE the journey.” Source: RevenueBase Database · checked Sep 21, 2026
5	GCI	Partial evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	51-200	106 contacts →
	Partial evidence “GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your future, secured whilst at the same time addressing the potential lifestyle…” Source: RevenueBase Database · checked Sep 21, 2026
6	Chartered Wealth Solutions	Strong evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	51-200	88 contacts →
	Strong evidence “Chartered Wealth Solutions is an award winning retirement planning business which specialises in helping people merge their money to a unique and authentic life in retirement.” Source: RevenueBase Database · checked Sep 21, 2026
7	Ascor Independent Wealth Managers	Indirect evidence	Pretoria, South AfricaHQ checked Sep 21, 2026	11-50	49 contacts →
	Indirect evidence “Ascor™ Group of Companies - Independent Wealth Managers.” Source: RevenueBase Database · checked Sep 21, 2026
8	Origin Financial Group Of Companies	Indirect evidence	Cape Town, South AfricaHQ checked Sep 21, 2026	51-200	47 contacts →
	Indirect evidence “Origin’s slogan proclaims that we are COMMITTED TO YOU.” Source: RevenueBase Database · checked Sep 21, 2026
9	GTC	Partial evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	51-200	45 contacts →
	Partial evidence “Altertude - integrates employee benefits with personal financial planning.” Source: RevenueBase Database · checked Sep 21, 2026
10	Portfolium PTY LTD	Strong evidence	Cape Town, South AfricaHQ checked Sep 21, 2026	11-50	44 contacts →
	Strong evidence “We are a financial services firm offering customised financial planning services to retirement funds and their members.” Source: RevenueBase Database · checked Sep 21, 2026
11	Berghshire Wealth	Indirect evidence	Durban, South AfricaHQ checked Sep 21, 2026	51-200	37 contacts →
	Indirect evidence “Berghshire Wealth BlueStar has a committed team of financial planners dedicated to finding solutions to suit every client's specific financial needs.” Source: RevenueBase Database · checked Sep 21, 2026
12	Benchmark Capital Group	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	51-200	35 contacts →
	Indirect evidence “We are a financial service and advisory professionals specializing in tailor made solutions and services customized to each individual client's financial life experiences and…” Source: RevenueBase Database · checked Sep 21, 2026
13	Future Green DOT	Partial evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	1-10	28 contacts →
	Partial evidence “As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…” Source: RevenueBase Database · checked Sep 21, 2026
14	U Covered	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	11-50	27 contacts →
	Indirect evidence “U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.” Source: RevenueBase Database · checked Sep 21, 2026
15	Concept Wealth Authorized By Sanlam	Partial evidence	George, South AfricaHQ checked Sep 21, 2026	1-10	27 contacts →
	Partial evidence “Professional Financial Planning and Portfolio Management” Source: RevenueBase Database · checked Sep 21, 2026
16	Edge Financial Group	Indirect evidence	Port Elizabeth, South AfricaHQ checked Sep 21, 2026	11-50	26 contacts →
	Indirect evidence “Empowering Your Financial Future with Personalised Expertise At Edge Financial Group, we specialise in comprehensive financial services, including individual and group portfolio…” Source: RevenueBase Database · checked Sep 21, 2026
17	Rosebank Wealth Group PTY LTD	Indirect evidence	Rosebank, South AfricaHQ checked Sep 21, 2026	11-50	20 contacts →
	Indirect evidence “Founded in June 2009, Rosebank Wealth Group (RWG) is located in Rosebank, Johannesburg and currently employees 16 staff members.” Source: RevenueBase Database · checked Sep 21, 2026
18	PWG	Indirect evidence	Faerie Glen, South AfricaHQ checked Sep 21, 2026	51-200	20 contacts →
	Indirect evidence “Founded in 2010 by Chris Snyman after merging with his former firm, Pensionwise Group, PWG has steadily evolved into a trusted leader in financial services.” Source: RevenueBase Database · checked Sep 21, 2026
19	Helfin Financial Services	Indirect evidence	Pretoria, South AfricaHQ checked Sep 21, 2026	11-50	20 contacts →
	Indirect evidence “At Helfin Financial Services we offer a wide variety of tailor made financial solutions including sound financial and investment advice, short term insurance, life and medical…” Source: RevenueBase Database · checked Sep 21, 2026
20	Ultima Financial Planners PTY LTD	Partial evidence	Pretoria, South AfricaHQ checked Sep 21, 2026	11-50	19 contacts →
	Partial evidence “CREATING VALUE TO ENABLE A MEANINGFUL LIFE THROUGH FINANCIAL PLANNING While the journey to a meaningful life is unique for each one of us, its building blocks are universal.” Source: RevenueBase Database · checked Sep 21, 2026
21	Global Wealth Advisory	Indirect evidence	City Of Tshwane, South AfricaHQ checked Sep 21, 2026	1-10	17 contacts →
	Indirect evidence “Global Wealth Advisory provides quality, independent and personalized financial advice and investment management services to individuals, families and small businesses enterprises.” Source: RevenueBase Database · checked Sep 21, 2026
22	Galileo Capital	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	11-50	16 contacts →
	Indirect evidence “Investment decisions can be complex.” Source: RevenueBase Database · checked Sep 21, 2026
23	Perlov & Associates	Indirect evidence	Sandton, South AfricaHQ checked Sep 21, 2026	11-50	14 contacts →
	Indirect evidence “It is with immense pride and gratitude that we hereby announce the establishment of Perlov & Associates, a boutique financial advisory business, entering the market on 1 October…” Source: RevenueBase Database · checked Sep 21, 2026
24	Wealth Associates Bespokesolutions	Partial evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	11-50	12 contacts →
	Partial evidence “Wealth Associates Bespoke Solutions is an Independent Financial advisory firm specialising in advice driven holistic financial planning.” Source: RevenueBase Database · checked Sep 21, 2026
25	PSG Wealth Rosebank	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 21, 2026	11-50	12 contacts →
	Indirect evidence “As complex planners and qualified investment professionals we deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future…” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: retirement planning consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names retirement planning consultants.
Partial evidence: Its own public description names part of retirement planning consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name retirement planning consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 336 retirement planning consultants based in South Africa

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Retirement planning consultants based in South Africa at a glance

As of Sep 21, 2026

35.8%Verified-email coverage

9.6Average contacts per company

1-10Median size (employees)

18.8%Largest-city concentration · Johannesburg

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

197

11-50

116

51-200

201-500

501-1,000

10001+

Email recency for this list is measured worldwide rather than for South Africa, so it is reported there. Company counts and contact totals on this page are exact for South Africa, over 336 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among retirement planning consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in South Africa whose own description of what they do matches “retirement planning consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names retirement planning consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among retirement planning consultants, and records with no verified work email. Companies headquartered outside South Africa are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,160 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Retirement planning consultants by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names retirement planning consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many retirement planning consultants are there based in South Africa?

RevenueBase identified 336 retirement planning consultants headquartered in South Africa as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Attooh, headquartered in Faerie Glen, tops this list with the largest team on record.

Which city has the most retirement planning consultants?

Johannesburg leads with 63 headquartered companies, followed by Cape Town (33) and Pretoria (28).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,160 verified decision-maker contacts tracked across these 336 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.