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Kanan Wealth

Authorized Financial Services Provider

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Please contact us should you have any questions or if you would like to make an appointment with one of our wealth managers.

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Contact information

Please call us Monday through Friday, 8:30 am to 17:00 pm.

info@kananwealth.com

+27 21 461 2429

Address

Unit 303, The Hills Building
Buchanan Square
160 Sir Lowry Rd, Woodstock
Cape Town
8001

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Feedback Questionnaire

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How comfortable are you that the product(s) you have with Kanan Wealth meet(s) your goals and objectives?
- 1 - Very comfortable
- 2 - Comfortable
- 3 - Not sure
- 4 - Uncomfortable
- 5 - Very uncomfortable
How happy are you with the service that you have experienced from Kanan Wealth?
- 1 - Very happy
- 2 - Happy
- 3 - Not sure
- 4 - Unhappy
- 5 - Very unhappy
How satisfied are you with the investment reports you receive from Kanan Wealth?
- 1 - Very satisfied
- 2 - Satisfied
- 3 - Not sure
- 4 - Unsatisfied
- 5 - Very unsatisfied
Do you feel you meet with your adviser often enough?
- Yes
- No
Did you know the following about your Kanan Wealth Advisors

Select for Yes, leave for No.
- Our discretionary model portfolios are unique to Kanan Wealth and carefully monitored via monthly reports and quarterly committee meetings
- We are committed to maximising your Discovery Vitality experience?
- We are trained in Behavioural Finance Coaching?
- We are strictly independent, meaning we are always looking for and engaging with new financial product opportunities?
- We have access to actuarial and legal expertise?
- Our core purpose is your financial wellness
Do you follow us on social media? (Select for Yes, leave blank for No.)
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Complaints

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info@kananwealth.com
+27 21 461 2429

Unit 303, The Hills Building
Buchanan Square
160 Sir Lowry Rd, Woodstock
Cape Town
8001

Column 2

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Kanan Wealth is an authorised financial services provider (fsp 36443)

info@kananwealth.com • +27(0) 21 461 2429 • Website created by Open Agency

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info@kananwealth.com • 160 Sir Lowry Rd, Woodstock, Cape Town • +27(0) 21 461 2429