Business Profile

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A question we regularly ask ourselves is:

Who does this decision serve best?

The answer always has to be:

You, our client.

To be able to answer prudently, we need access to a significant range of offerings – from all of the market leading main players to boutique niche expertise

We maintain a comprehensive list of licences and relationships to be able to design smart solutions using the best financial services providers.


You never have to speak to a provider unless you want to. We’re a single, familiar and informed point of contact for you – a small team who know you, your values and your long term goals. Knowing the full picture we can help to frame decisions better for you.

As good as many contact centres have become (and there are some excellent ones), we still engage more regularly with providers through more direct channels, with more senior people. We can have better conversations.

For and on your behalf.

The Wholistics Planning Group values their licences and provider agreements with:

  • Ambledown Gap Cover
  • Alexander Forbes
  • Allan Gray
  • Altrisk Life Insurance
  • Bestmed Medical Aid
  • Bonitas Medical Scheme
  • Boutique Collective Investments (BCI)
  • Cadiz Asset Management
  • Capital Alliance Group Risk
  • Complimed Gap Cover
  • Dental Risk Underwriting Managers
  • Discovery Health Medical Scheme
  • Discovery Health Medical Scheme Gap Cover
  • Discovery Invest
  • Discovery Life
  • Discovery Life Group Benefits
  • Fairbairn Private Bank (IOM) Limited
  • FedGroup
  • FMI
  • Glacier Financial Solutions
  • Glacier International
  • Hollard Life
  • Hollard Investments
  • Investec Asset Management
  • Investec GSF Ltd
  • Investec Private Bank
  • iTransact
  • Liberty Life Corporate Benefits
  • Liberty Life Group
  • Marriott Investments (Old Mutual)
  • Medshield Medical Scheme
  • Metropolitan Life
  • Metropolitan Odyssey
  • Momentum Employee Benefits
  • Momentum Health Medical Scheme
  • Momentum Health Medical Scheme Gap Cover
  • Momentum Life
  • Momentum Wealth
  • Nedgroup Investments
  • Old Mutual Employee Benefits
  • Old Mutual Guernsey
  • Old Mutual Investment Group
  • Old Mutual Life
  • The Old Mutual Wealth Trusts Company (Pty) Ltd (Fairheads)
  • Portfolio Metrix (Pty) Ltd
  • Professional Provident Society
  • Profmed Medical Scheme
  • Resolution Health Medical Scheme
  • RL360 - Sygnia Life Limited, Mauritius
  • Sanlam Employee Benefits
  • Sanlam Investments
  • Sanlam Life Insurance Company
  • Sizwe Medical Fund
  • Stanlib
  • Stratum Benefits Gap Cover
  • Sygnia Asset Management
  • Turnberry Management Risk Solutions
  • Zestlife Gap Cover