"Action is the foundational key to all success."
– Pablo Picasso -
MY APPROACH
Helping my clients create, manage & protect their wealth for over a decade.
I assist people plan their financial life! But in reality, it's so much more than that. I look at much more than just the financial aspects though, as money impacts on most areas of your life.
I take into account your financial goals and dreams and remind you of those issues that you don't always like to think about.
No matter how big or small your business is, I can provide a correctly planned and structured solution. I build long term relationships with my clients and therefore like to meet on a regular basis to ensure that the plan that is implemented, is current. I even send out monthly newsletters to stay in touch - if you're not receiving yours, then please subscribe with the button below.
When you experience a "life event" (marriage, divorce, new child, new house, new car, new debt, death, disability, dread disease etc,) let's meet to review your portfolio so that we can factor in the changes, work with the new projections and keep you on the best financial journey forward.
"Strive not to be a success, but rather to be of value."
– Albert Einstein -
FINANCIAL SERVICES
Professional advice on all your risk protection, fiduciary and investment planning needs
Retirement Planning and Provision
The sooner you begin to plan and save for your retirement, the sooner you can retire! The product most bought for this type of financial planning and provision is known as a Retirement Annuity (RA). Most companies have RA’s worked into their remuneration packages, but many don’t.
Find out more...Retrenchment Benefit
Have you thought about what you and your family will do if you are retrenched? If it hasn’t happened to you, you probably know someone who’s been retrenched. In these tough economic times, it’s one of the most understandable fears. You want to be protected if you’re faced with retrenchment or liquidation.
Find out more...Estate Planning
Estate planning is not only for the mega-rich. If you have assets, investment policies, risk cover and more than one potential beneficiary, then I can assist you with the planning of your estate and how it will be allocated when you pass away. An estate that is left open can cause a difficult time to be even harder for those who are left behind. Often there is more work needed on a R3m estate than on one that is worth R20m!
Find out more...Corporate Benefits
Retirement Funds (Provident and Pension) remain an essential part of all well run businesses. I will tailor your company’s retirement fund for you, using Liberty Corporate to ensure cost effective and customer specific corporate benefits.
Find out more...Investments & Tax Free Accounts
When it comes to investing, it’s important to have a diverse portfolio. My expert knowledge and extensive investment options allow you to truly choose the very best products available to you. From low-risk, long-term investing to high-risk, short-term strategies we can mix it up or keep it conservative: investments completely tailored to who you are and where you want to go.
Find out more...Business Assurance
Will your business survive if you are disabled, die or become impaired or what would the consequences be if this happened to one of your partners? Together we can design flexible and comprehensive solutions to meet your business assurance needs, utilising Key-Man policies and Buy-and-Sell agreements where appropriate.
Find out more...Medical Cover & Gap Cover
I am able to advise on the Bonitas and Topmed range of Medical Schemes and the Zest Life gap cover products. These products range from cover for basic hospital stays through to full, comprehensive medical aids that covers consultations with doctors, medication, glasses and other medical expenses.
Find out more...Disability & Income Protection
Most households in today’s economy rely on more than one income to keep the household expenses under check, very few are able to survive on one income alone. If you were injured or disabled in some way and could no longer work, would your family be able to cope without your income?
Find out more...Life Cover
You pay tax every month to the state, but what are you paying to provide for those that you love and care about after you have gone? Life cover should not be seen as a grudge purchase but rather as an investment into the future of your spouse and children. You work hard to provide for them now, that shouldn’t have to change in the future.
Find out more...Critical Illness
These products are also known as Dread Disease Cover. Advances in medical care mean that more people can now survive illnesses once thought to be fatal. However, although many individuals lead relatively normal lives, they no longer enjoy the same mobility or good health. The best medical treatment can cost you and your diminished ability to work could force you to make severe lifestyle changes.
Find out more..."The starting point of all achievement is desire."
- Napoleon Hill -
Testimonials
What my clients have to say about me
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Simon provides solid financial planning advice - without recommending too many 'add-on' products. Indeed, he will advise if you carry too much insurance!
If you don't have a long term financial plan in place, contact Simon without delay!- Andre Schmidt
Mend-a-Bath International - Technical Director -
Simon has handled my portfolio for a number of years, and makes himself available irrespective of whether his client is wanting to expand or reduce their portfolio, and regardless of whether they're wanting to invest or claim. He knows his products and offers insightful solutions. His ethics and integrity are without question.
- Tonia Collard
Account Manager at Britehouse Digital -
Simon's newsletter, like his advice, is great - a source of sound, reliable basic information and new thinking on financial matters.
- Shaun Viljoen
University of Stellenbosch, Department of English -
Simon has been my personal financial adviser for many years and I have recommended him to my friends and family. It is very reassuring that I can sleep at night knowing there is someone looking after my financial well being.
- Marina Roper
Owner at Live in Taste
"Success is nothing more than a few simple disciplines, practiced every day."
– Jim Rohn -
CONTACT ME TODAY
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