Company lists · Data refreshed November 2026
Top 25 Transition planning advisors based in South Africa
RevenueBase identified 138 company matches for transition planning advisors associated with South Africa as of November 2026 and tracks 1,230 professional contacts across them, including 324 with verified work emails. Johannesburg is the largest hub.
This list covers company matches for transition planning advisors associated with South Africa, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest transition planning advisors based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 212 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 114 contacts → | ||||
Exact match “You CREATE the memories, we INSURE the journey.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 89 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 36 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 27 contacts → | ||||
Exact match “U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 17 contacts → | ||||
Exact match “We provide a private client service to individuals who want to ensure that their present and future lifestyle is financially sustainable.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “Personal financial advice, tailored to you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “We take financial planning personally.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “Our services include helping you anticipate risk and putting measures in place for the times you’d rather not think about - but have a responsibility to plan for.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “WealthUp is a boutique, fee-based financial planning practice in Cape Town, founded in 2012.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “How do we fit into your lives?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “LifeSense Financial Services has over 25 years of experience providing South Africans with top quality financial services solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “WMD is a financial advisory firm that specialises in guiding clients to manage their finances effectively.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Bay Wealth Management was founded in 2003 by Adrian Meistre as a holistic and independent wealth management and financial services provider.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “We provide a comprehensive financial planning service, covering investment advice, estate planning, retirement planning, offshore banking and investments and risk planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “We’re Your Capital.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Client Care was founded by Dirk Groeneveld in 2002 and focuses on lifestyle financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “We believe that you should be able to enjoy financial freedom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Allegiant Wealth Management is committed to providing comprehensive financial solutions which are personalised to your financial needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Southwood Financial Planning is an independent, boutique financial planning firm founded by Lisa Hudson-Peacock in 2001 that provides a roadmap giving clients clarity and insight…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Van der Byl Bergh was founded by the late Charl Bergh in September 1989 and has since grown into a comprehensive Financial Services Provider that offers Investment Management and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Capital Wealth Counsel (PTY) Ltd is a comprehensive independent financial planning consultancy firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Wealth Preservation Strategies is an independent financial advisory practice which assists, coaches and guides individuals and families, and businesses, to achieve their financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Concept Atterbury is a Gauteng based Financial Services Business that provide tailor-made financial solutions to clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “transition planning advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 138 transition planning advisors based in South Africa
See the full list, filter by size, metro and specialty, and access 324 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Transition planning advisors based in South Africa at a glance
As of Nov 6, 2026Companies by employee count
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 138 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with South Africa whose business descriptions match “transition planning advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 324 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “transition planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many transition planning advisors are there based in South Africa?
RevenueBase identified 138 company matches for transition planning advisors associated with South Africa as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
1.618 Advisory Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most transition planning advisors?
Johannesburg leads with 20 company records, followed by Cape Town (17) and Pretoria (8).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 324 professional contacts with verified work emails tracked across these 138 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 138 transition planning advisors based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Transition planning advisors by geography
- Transition planning advisors based in Melbourne, Australia
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- Transition planning advisors based in Calgary, Canada
- Transition planning advisors based in Toronto, Canada
- Transition planning advisors based in Vancouver, Canada
- Transition planning advisors based in Paris, France
- Transition planning advisors based in Mumbai, India
- Transition planning advisors based in London, United Kingdom
- Transition planning advisors based in Atlanta, United States
- Transition planning advisors based in Austin, United States
- Transition planning advisors based in Boca Raton, United States
- Transition planning advisors based in Charlotte, United States
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Transition planning advisors based in Melbourne, Australia
- Transition planning advisors based in Sydney, Australia
- Transition planning advisors based in Calgary, Canada
- Transition planning advisors based in Toronto, Canada
- Transition planning advisors based in Vancouver, Canada
- Transition planning advisors based in Paris, France
Company intelligence · public preview
Top 25 transition planning advisors based in South Africa
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 138 matching company records for transition planning advisors based in South Africa, with 1,230 tracked contacts and 324 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 transition planning advisors based in South Africa
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  1.618 Advisory Services1618financialservices.co.zaHQ: Johanessburg, South AfricaReported employees: Not recorded | Johanessburg, South Africa | Not recorded | Exact match | 212 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Futurum Financial Group PTY LTDffg.co.zaHQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 114 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Chartered Wealth Solutionscharteredwealth.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 89 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Future Green DOTfuturewealth.za.comHQ: Johannesburg, South AfricaReported employees: Not recorded | Johannesburg, South Africa | Not recorded | Exact match | 36 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  U Covereducovered.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 27 contacts → |
“U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fiscal Private Client Servicesfiscal.co.zaHQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 17 contacts → |
“We provide a private client service to individuals who want to ensure that their present and future lifestyle is financially sustainable.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  JWR Group Financial Plannersjwr.co.zaHQ: Welgemoed, South AfricaReported employees: 11-50 | Welgemoed, South Africa | 11-50 | Exact match | 12 contacts → |
“Personal financial advice, tailored to you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Vickers & Peters Financial Planningvpfp.co.zaHQ: Rivonia, South AfricaReported employees: 11-50 | Rivonia, South Africa | 11-50 | Exact match | 11 contacts → |
“We take financial planning personally.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Hausberger Financial Serviceshausbergerfs.co.zaHQ: Fourways, South AfricaReported employees: 11-50 | Fourways, South Africa | 11-50 | Exact match | 10 contacts → |
“Our services include helping you anticipate risk and putting measures in place for the times you’d rather not think about - but have a responsibility to plan for.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Asset Tree Financial Advisorsassettree.co.zaHQ: Ethekwini, South AfricaReported employees: 11-50 | Ethekwini, South Africa | 11-50 | Exact match | 10 contacts → |
“At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Wealthupwealthup.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 8 contacts → |
“WealthUp is a boutique, fee-based financial planning practice in Cape Town, founded in 2012.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Carpe Diem Consulting CCcdconsulting.co.zaHQ: Ethekwini, South AfricaReported employees: 11-50 | Ethekwini, South Africa | 11-50 | Exact match | 8 contacts → |
“How do we fit into your lives?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Lifesense Financial Serviceslifesensefs.co.zaHQ: Sandton, South AfricaReported employees: 11-50 | Sandton, South Africa | 11-50 | Exact match | 8 contacts → |
“LifeSense Financial Services has over 25 years of experience providing South Africans with top quality financial services solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  WMD Financial Serviceswmdconsult.co.zaHQ: Wellington, South AfricaReported employees: 1-10 | Wellington, South Africa | 1-10 | Exact match | 7 contacts → |
“WMD is a financial advisory firm that specialises in guiding clients to manage their finances effectively.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  BAY Wealth Managementbaywealth.co.zaHQ: Port Elizabeth, South AfricaReported employees: 1-10 | Port Elizabeth, South Africa | 1-10 | Exact match | 6 contacts → |
“Bay Wealth Management was founded in 2003 by Adrian Meistre as a holistic and independent wealth management and financial services provider.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Accrue Financial Advisory Servicesaccruefin.co.zaHQ: Wynberg, South AfricaReported employees: 1-10 | Wynberg, South Africa | 1-10 | Exact match | 5 contacts → |
“We provide a comprehensive financial planning service, covering investment advice, estate planning, retirement planning, offshore banking and investments and risk planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Your Capital PTY LTDyourcapital.co.zaHQ: Centurion, South AfricaReported employees: 1-10 | Centurion, South Africa | 1-10 | Exact match | 5 contacts → |
“We’re Your Capital.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Client Care Lifestyle Financial Planningclientcare.co.zaHQ: Nelson Mandela Bay, South AfricaReported employees: 1-10 | Nelson Mandela Bay, South Africa | 1-10 | Exact match | 5 contacts → |
“Client Care was founded by Dirk Groeneveld in 2002 and focuses on lifestyle financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  NLD Independent Financial Advisorsnld.co.zaHQ: Port Elizabeth, South AfricaReported employees: 1-10 | Port Elizabeth, South Africa | 1-10 | Exact match | 5 contacts → |
“We believe that you should be able to enjoy financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Allegiant Wealth Management PTY LTDallegiantwealth.co.zaHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 4 contacts → |
“Allegiant Wealth Management is committed to providing comprehensive financial solutions which are personalised to your financial needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Southwood Financial Planningsouthwood.co.zaHQ: Tokai, South AfricaReported employees: 1-10 | Tokai, South Africa | 1-10 | Exact match | 4 contacts → |
“Southwood Financial Planning is an independent, boutique financial planning firm founded by Lisa Hudson-Peacock in 2001 that provides a roadmap giving clients clarity and insight…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  VAN DER BYL Bergh PTY LTDvanderbylbergh.co.zaHQ: Stellenbosch, South AfricaReported employees: 1-10 | Stellenbosch, South Africa | 1-10 | Exact match | 3 contacts → |
“Van der Byl Bergh was founded by the late Charl Bergh in September 1989 and has since grown into a comprehensive Financial Services Provider that offers Investment Management and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Capital Wealth Counsel PTY LTDcapitalwealthcounsel.co.zaHQ: Douglasdale, South AfricaReported employees: 1-10 | Douglasdale, South Africa | 1-10 | Exact match | 3 contacts → |
“Capital Wealth Counsel (PTY) Ltd is a comprehensive independent financial planning consultancy firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Wealth Preservation Strategieswealthps.co.zaHQ: Newlands, South AfricaReported employees: 1-10 | Newlands, South Africa | 1-10 | Exact match | 3 contacts → |
“Wealth Preservation Strategies is an independent financial advisory practice which assists, coaches and guides individuals and families, and businesses, to achieve their financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Concept Atterbury Authorized By Sanlamecobluestar.co.za HQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 3 contacts → |
“Concept Atterbury is a Gauteng based Financial Services Business that provide tailor-made financial solutions to clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 138 company matches
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Transition planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
138 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 138 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for transition planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many transition planning advisors did RevenueBase find based in South Africa?
The saved snapshot records 138 matching company records, 1,230 tracked contacts and 324 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Transition planning advisors by geography
- Transition planning advisors based in Melbourne, Australia
- Transition planning advisors based in Sydney, Australia
- Transition planning advisors based in Calgary, Canada
- Transition planning advisors based in Toronto, Canada
- Transition planning advisors based in Vancouver, Canada
- Transition planning advisors based in Paris, France
- Transition planning advisors based in Mumbai, India
- Transition planning advisors based in London, United Kingdom
- Transition planning advisors based in Atlanta, United States
- Transition planning advisors based in Austin, United States
- Transition planning advisors based in Boca Raton, United States
- Transition planning advisors based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 25 transition planning advisors based in South Africa. Snapshot: November 6, 2026. https://revenuebase.ai/companies/transition-planning-advisors/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Transition planning advisors based in Melbourne, Australia
- Transition planning advisors based in Sydney, Australia
- Transition planning advisors based in Calgary, Canada
- Transition planning advisors based in Toronto, Canada
- Transition planning advisors based in Vancouver, Canada
- Transition planning advisors based in Paris, France
Company intelligence · public preview
Top 25 transition planning advisors based in South Africa
RevenueBase records 138 matching company records for transition planning advisors based in South Africa, with 1,230 tracked contacts and 324 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 transition planning advisors based in South Africa
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | 1.618 Advisory Services1618financialservices.co.za HQ: Johanessburg, South AfricaReported employees: Not recorded | Johanessburg, South Africa | Not recorded | Exact match | 212 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Futurum Financial Group PTY LTDffg.co.za HQ: Potchefstroom, South AfricaReported employees: 201-500 | Potchefstroom, South Africa | 201-500 | Exact match | 114 contacts → |
“You CREATE the memories, we INSURE the journey.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Chartered Wealth Solutionscharteredwealth.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 89 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Future Green DOTfuturewealth.za.com HQ: Johannesburg, South AfricaReported employees: Not recorded | Johannesburg, South Africa | Not recorded | Exact match | 36 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | U Covereducovered.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 27 contacts → |
“U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fiscal Private Client Servicesfiscal.co.za HQ: Cape Town, South AfricaReported employees: 11-50 | Cape Town, South Africa | 11-50 | Exact match | 17 contacts → |
“We provide a private client service to individuals who want to ensure that their present and future lifestyle is financially sustainable.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | JWR Group Financial Plannersjwr.co.za HQ: Welgemoed, South AfricaReported employees: 11-50 | Welgemoed, South Africa | 11-50 | Exact match | 12 contacts → |
“Personal financial advice, tailored to you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Vickers & Peters Financial Planningvpfp.co.za HQ: Rivonia, South AfricaReported employees: 11-50 | Rivonia, South Africa | 11-50 | Exact match | 11 contacts → |
“We take financial planning personally.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hausberger Financial Serviceshausbergerfs.co.za HQ: Fourways, South AfricaReported employees: 11-50 | Fourways, South Africa | 11-50 | Exact match | 10 contacts → |
“Our services include helping you anticipate risk and putting measures in place for the times you’d rather not think about - but have a responsibility to plan for.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Asset Tree Financial Advisorsassettree.co.za HQ: Ethekwini, South AfricaReported employees: 11-50 | Ethekwini, South Africa | 11-50 | Exact match | 10 contacts → |
“At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wealthupwealthup.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 8 contacts → |
“WealthUp is a boutique, fee-based financial planning practice in Cape Town, founded in 2012.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Carpe Diem Consulting CCcdconsulting.co.za HQ: Ethekwini, South AfricaReported employees: 11-50 | Ethekwini, South Africa | 11-50 | Exact match | 8 contacts → |
“How do we fit into your lives?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lifesense Financial Serviceslifesensefs.co.za HQ: Sandton, South AfricaReported employees: 11-50 | Sandton, South Africa | 11-50 | Exact match | 8 contacts → |
“LifeSense Financial Services has over 25 years of experience providing South Africans with top quality financial services solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | WMD Financial Serviceswmdconsult.co.za HQ: Wellington, South AfricaReported employees: 1-10 | Wellington, South Africa | 1-10 | Exact match | 7 contacts → |
“WMD is a financial advisory firm that specialises in guiding clients to manage their finances effectively.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | BAY Wealth Managementbaywealth.co.za HQ: Port Elizabeth, South AfricaReported employees: 1-10 | Port Elizabeth, South Africa | 1-10 | Exact match | 6 contacts → |
“Bay Wealth Management was founded in 2003 by Adrian Meistre as a holistic and independent wealth management and financial services provider.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Accrue Financial Advisory Servicesaccruefin.co.za HQ: Wynberg, South AfricaReported employees: 1-10 | Wynberg, South Africa | 1-10 | Exact match | 5 contacts → |
“We provide a comprehensive financial planning service, covering investment advice, estate planning, retirement planning, offshore banking and investments and risk planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Your Capital PTY LTDyourcapital.co.za HQ: Centurion, South AfricaReported employees: 1-10 | Centurion, South Africa | 1-10 | Exact match | 5 contacts → |
“We’re Your Capital.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Client Care Lifestyle Financial Planningclientcare.co.za HQ: Nelson Mandela Bay, South AfricaReported employees: 1-10 | Nelson Mandela Bay, South Africa | 1-10 | Exact match | 5 contacts → |
“Client Care was founded by Dirk Groeneveld in 2002 and focuses on lifestyle financial planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | NLD Independent Financial Advisorsnld.co.za HQ: Port Elizabeth, South AfricaReported employees: 1-10 | Port Elizabeth, South Africa | 1-10 | Exact match | 5 contacts → |
“We believe that you should be able to enjoy financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Allegiant Wealth Management PTY LTDallegiantwealth.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 4 contacts → |
“Allegiant Wealth Management is committed to providing comprehensive financial solutions which are personalised to your financial needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Southwood Financial Planningsouthwood.co.za HQ: Tokai, South AfricaReported employees: 1-10 | Tokai, South Africa | 1-10 | Exact match | 4 contacts → |
“Southwood Financial Planning is an independent, boutique financial planning firm founded by Lisa Hudson-Peacock in 2001 that provides a roadmap giving clients clarity and insight…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | VAN DER BYL Bergh PTY LTDvanderbylbergh.co.za HQ: Stellenbosch, South AfricaReported employees: 1-10 | Stellenbosch, South Africa | 1-10 | Exact match | 3 contacts → |
“Van der Byl Bergh was founded by the late Charl Bergh in September 1989 and has since grown into a comprehensive Financial Services Provider that offers Investment Management and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Capital Wealth Counsel PTY LTDcapitalwealthcounsel.co.za HQ: Douglasdale, South AfricaReported employees: 1-10 | Douglasdale, South Africa | 1-10 | Exact match | 3 contacts → |
“Capital Wealth Counsel (PTY) Ltd is a comprehensive independent financial planning consultancy firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Wealth Preservation Strategieswealthps.co.za HQ: Newlands, South AfricaReported employees: 1-10 | Newlands, South Africa | 1-10 | Exact match | 3 contacts → |
“Wealth Preservation Strategies is an independent financial advisory practice which assists, coaches and guides individuals and families, and businesses, to achieve their financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Concept Atterbury Authorized By Sanlamecobluestar.co.za HQ: Pretoria, South AfricaReported employees: 1-10 | Pretoria, South Africa | 1-10 | Exact match | 3 contacts → |
“Concept Atterbury is a Gauteng based Financial Services Business that provide tailor-made financial solutions to clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 138 company matches
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Transition planning advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
138 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 138 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for transition planning advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many transition planning advisors did RevenueBase find based in South Africa?
The saved snapshot records 138 matching company records, 1,230 tracked contacts and 324 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Transition planning advisors by geography
- Transition planning advisors based in Melbourne, Australia
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- Transition planning advisors based in Calgary, Canada
- Transition planning advisors based in Toronto, Canada
- Transition planning advisors based in Vancouver, Canada
- Transition planning advisors based in Paris, France
- Transition planning advisors based in Mumbai, India
- Transition planning advisors based in London, United Kingdom
- Transition planning advisors based in Atlanta, United States
- Transition planning advisors based in Austin, United States
- Transition planning advisors based in Boca Raton, United States
- Transition planning advisors based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 25 transition planning advisors based in South Africa. Snapshot: November 6, 2026. https://revenuebase.ai/companies/transition-planning-advisors/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Transition planning advisors based in Melbourne, Australia
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