Rate Our Services

STRUCTURED WEALTH MANAGEMENT

Please take some time to complete this form

This will enable us you help other people like you

First Name*

Surname

Current Occupation

How long have you been a client?

Can we use this information for our website testimonial section?*

Yes

Other

How did your portfolio compare to what you had previously?

How did you feel when we first approached you to become a client?

Either face to face or online or cold called.

What do you think of the value we have created for you?

What did you love the most about working with us?

Is anything you would like to share about your experience?

How has our service been to date?

Please select person that has assisted you from Structured Wealth Management*

How do you rate our service?*

ExcellentPretty goodNeutralNot so greatBad

Would you recommend us to other people?*

Yes

Do you have any suggestions to improve the service or any suggestions at all?

Send us a Pic of Youself or with your family.

Accepted file types: jpg, jpeg, png, gif.

Consent

I agree to the privacy policy.

STRUCTURED WEALTH MANAGEMENT

Structured Wealth Management

Established in 2004 by a group of key individuals from Discovery Consulting Services, Structured Wealth Management has grown into a significant financial services group by focusing intensely on providing value to clients within their life assurance & investment portfolios.

View SWM Privacy Policy

Our Branches

SWM Head Office Morningside
SWM Pietermaritzburg
SWM Umhlanga Ridge
SWM Cresta Johannesburg

EVALUATION

Rate Our Services

STRUCTURED WEALTH MANAGEMENT

Please take some time to complete this form

STRUCTURED WEALTH MANAGEMENT

Read More About Us

Structured Wealth Management

Our Branches

Our Services

Quick Links

Structured Wealth Managment (Pty) Ltd.

A juristic representative of Discovery Life (FSP 18147)