Client Care
- Company typePrivate
- Founded2002
- HeadquartersJohannesburg, South Africa
- Headcount1–10
- GTM typeB2C
- OfferingServices
Client Care firmographics
Firmographics- Name
- Client Care
- Legal name
- Client Care (Pty) Ltd
- Website
- https://clientcare.co.za
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Client Care industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Risk Management & Insurance Advisory for Families (FSAAADAK)
- akta.pro secondary industries
- Discretionary Portfolio Management (Retail) (FSAAAAAH), Employee Benefits Brokerage & Consulting (FSAEADAC), Personal & Family Trust Services (FSAAANAA)
Keywords
Where Client Care is headquartered
LocationHeadquarters
- HQ city
- Johannesburg
- HQ country
- South Africa
- HQ region
- Africa
Offices2 records
Markets served
Client Care business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Revenue model
- Financial Planning Advisory Services: Client Care provides comprehensive lifestyle financial planning services including retirement planning, investment planning, risk management, tax planning, estate planning, wills, trusts, business assurance, employee benefits consulting, family office services, short-term insurance, healthcare consulting, debt management, and personal financial management. Fees are discussed transparently with clients during the onboarding process.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Comprehensive lifestyle financial planning services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
Client Care product offering
Product offeringCore offering
Client Care is a lifestyle financial planning advisory firm that provides personalized comprehensive financial planning services to individuals and families. Their offerings span retirement planning, investment planning, risk management, tax planning, estate planning, wills drafting, business assurance, employee benefits, family office services, short-term insurance, trust administration, healthcare consulting, debt management, and cashflow planning, delivered through a proprietary 5-step planning methodology.
Product overview
Client Care is a Lifestyle Financial Planning advisory firm offering a comprehensive suite of financial services organized around a proprietary 5-step planning methodology. The core offering centers on personalized financial planning that integrates lifestyle goals with investment structuring, risk management, tax planning, estate planning, and wealth protection. Services range from foundational offerings (Retirement Planning, Investment Planning, Risk Management, Tax Planning, Estate Planning, Wills Drafting) to specialized advisory (Business Assurance, Employee Benefits, Family Office Services, Healthcare Consulting) and ongoing management (Short-Term Insurance, Trust Administration, Personal Financial Management, Debt Management, Cashflow Planning). The firm operates primarily as a service-based advisory rather than a software product company.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Comprehensive retirement planning service that adapts to changing life stages, helping clients transition into retirement with financial certainty and alignment to their lifestyle goals.
- Investment Planning Strategic investment planning ensuring clients achieve required returns without unnecessary risk, with implementation carried out through long-standing asset management teams.
- Risk Management Insurance and risk coverage planning to protect families financially against death, disability, and income loss, ensuring loved ones are cared for.
- Tax Planning Tax optimization strategies to help reduce tax burden, delivered in partnership with professional tax specialists.
- Estate Planning Comprehensive estate planning services ensuring smooth wealth transfer to beneficiaries and proper administration of estates.
- Drafting of Wills Professional will drafting services including living wills, ensuring clients' wishes are legally documented for asset distribution.
- Business Assurance Business continuity planning ensuring business owners' families receive financial benefits in the event of death or disability.
- Employee Benefits Consulting Corporate employee benefits administration including pensions, life cover, and perks setup for businesses.
- Family Office Services Comprehensive one-stop financial management solution for sophisticated clients with diverse international assets, including investment strategies, estate planning, and global perspective.
- Short-Term Insurance Asset protection and lifestyle continuity coverage against unforeseen events like theft, damage, or loss.
- Trust Formation and Administration Setup and ongoing administration of personal family trusts and business trusts with complex financial planning benefits.
- Healthcare Consulting Medical aid selection assistance and top-up planning to find optimal health coverage suited to individual needs.
- Personal Financial Management
Quantifiable outcome
- Clients who follow their financial plans typically achieve their goals within 3-5 years, often ahead of projections
- +1 more outcomes
Companies that use Client Care
Customer profileNamed customers10 records
Segments3 records
Ideal customer profiles3 records
Client Care technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Client Care partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Private Wealth Management (Pty) LtdcoreClient Care (Pty) Ltd (FSP No: 16088) is a juristic representative of Private Wealth Management (Pty) Ltd (FSP No: 50787). Both companies are authorised Financial Services Providers. Client Care works with the same asset management team for 18+ years for investment implementation.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Client Care competitors and assessment
Company assessmentBroad incumbents
- Allan Gray: One of South Africa's largest independent investment managers; competes with Client Care on investment planning and portfolio construction but at much greater scale and with proprietary funds.
- Discovery Invest: South African financial services business within Discovery Group offering investment, health, and insurance products with integrated financial planning — broader incumbent competing for the same HNW and mass-affluent segments.
- Sanlam Wealth: Major South African financial services group providing financial planning, investments, insurance, and fiduciary services — comparable offerings at significantly greater scale.
- Old Mutual Wealth: Large incumbent South African life assurer and wealth manager offering financial planning, investments, and insurance — overlapping target market but vastly broader product portfolio.
- Momentum Wealth: South African financial services provider offering holistic financial planning, investment, and employee benefits — competes for similar individual and business-owner clients.
Direct peers
- NFB Wealth Management: South African wealth advisory firm offering comprehensive financial planning, investments, and estate services to individuals and families — comparable holistic advisory model.
- GTC (Grant Thornton Capital): Independent South African wealth advisory firm providing financial planning, investment, and fiduciary services to private clients and families — overlapping service offering and client profile.
- Citadel Wealth Management: South African independent financial advisory and wealth management firm offering holistic financial planning, investment, and risk advice to individuals and families — closely comparable model and target market to Client Care.
- Private Wealth Management (Pty) Ltd: Authorized Financial Services Provider (FSP No: 50787) under which Client Care operates as a juristic representative; offers comparable multi-advisor wealth and financial planning services in South Africa and is the closest structural peer given the direct operational relationship.
Emerging players
- WealthyMe: Smaller, digitally-enabled South African financial planning practice — overlaps with Client Care on lifestyle planning and individual/family segments but is a younger, tech-forward competitor.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Client Care social profiles
Digital presenceClient Care financial estimates
Financial estimateRevenue estimate
Valuation estimate
Client Care leadership team
Management profileNumber of profiles
Profiles6 records
Client Care funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Client Care M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Client Care
What does Client Care do?
Client Care is a lifestyle financial planning advisory firm that provides personalized comprehensive financial planning services to individuals and families. Their offerings span retirement planning, investment planning, risk management, tax planning, estate planning, wills drafting, business assurance, employee benefits, family office services, short-term insurance, trust administration, healthcare consulting, debt management, and cashflow planning, delivered through a proprietary 5-step planning methodology.
Is Client Care a public or private company?
Client Care is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Client Care founded?
Client Care was founded in 2002. It employs 1 to 10 people.
Where is Client Care based?
Client Care is headquartered in Johannesburg, South Africa, in the Africa region.
How does Client Care make money?
One revenue line is on record: financial Planning Advisory Services.
Who are Client Care's main competitors?
Broad incumbents on record are Allan Gray, Discovery Invest, Sanlam Wealth, Old Mutual Wealth and Momentum Wealth. Direct peers are NFB Wealth Management, GTC (Grant Thornton Capital), Citadel Wealth Management and Private Wealth Management (Pty) Ltd. WealthyMe is listed as an emerging player.
Does Client Care have an API?
No public API is recorded for Client Care.
What industry is Client Care in?
Client Care's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAADAK, Risk Management & Insurance Advisory for Families, with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.