|Life and Disability|
FOCUSWe provide life-centered financial planning to busy professionals who want to make smart money decisions with confidence.
Cash flow plan, financial life planning, Comprehensive financial planning
OTHER COMPANIES REPRESENTED
Fundhouse Investment Managers
Companies through which more than 30% of income is derived:
Allan Gray, Ninety One
A love for business and numbers meant that financial services made an easy career choice for Pierre.
After initially hoping to become an equity analyst, it was only after seeing the power of financial planning to help people live better lives that finance came to life for him.
Frustrated by businesses that manufacture complexity to confuse clients, Pierre is driven by a desire to simplify finance for people who believe that there is more to life than money.
Pierre is a CFA Charterholder and a CFP Professional.
Simple Wealth is an independent financial planning business helping busy professionals to make smart money decisions with confidence.
By being intimately involved in the financial affairs of clients we hope to take them from being overwhelmed and confused to being confident and in control of their future.
Based in Ballito, the business serves clients locally and virtually.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R50000.00
Recurring monthly: not specified
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||1|
|Indemnity insurance||Insurance: yes