Private Client Benefits

At Wealth Refinery, we believe in rewarding our valued clients with premium benefits that enhance their lifestyle and business success.

Our Private Client Program grants you access to a range of exclusive discounts and privileges across various industries, from luxury accommodations to branding, beauty, and art.

What is a Private Client?

A Wealth Refinery Private Client is an esteemed individual who has met specific investment and financial engagement criteria, gaining access to a suite of premium services and exclusive rewards.

This program is designed to provide added value, offering unique opportunities and preferred rates across select partner brands.

How to Qualify

To become a Private Client and unlock these exclusive benefits, you must:


 

  • Be an active investor or client of Wealth Refinery
  • Maintain a qualifying investment portfolio
  • Engage in Wealth Refinery’s wealth management services

 

If you meet these criteria, you will automatically be enrolled and receive access to the Private Client benefits.

Your Exclusive Benefits

As a Private Client, you gain access to special privileges across our trusted partner network


 

  • St. Lucia Property – Enjoy a 20% discount on luxury accommodation bookings.
  • MOCA (Museum of Contemporary Art) – Receive a 5% discount on artwork purchases.
  • Brand Refinery – Get a 10% discount on branding and marketing services.
  • Simple Skin – Benefit from a 20% discount on premium skincare products.
  • Urban Ink – Receive a 20% discount on tattoos and piercings.

Unlock Your Private Client Benefits

Already a Private Client? Contact your Wealth Refinery Advisor today to activate your exclusive discounts and start enjoying these premium perks.

Not yet qualified? Get in touch with us to explore our range of financial products and become part of the Wealth Refinery Private Client Program.

Refining Your Wealth, Securing Your Future

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Copyright © 2024 Wealth Refinery (Pty) Ltd. All rights reserved. Wealth Refinery (Pty) Ltd is an authorised Financial Services Provider (FSP 54386) in terms of The Financial Advisory and Intermediary Services Act (37 of 2002).

Wealth Refinery (Pty) Ltd is a proud member of the Capital Centric Limited Group of companies.