|Life and Disability|
FOCUSWe work with small business owners who want to turn their business success into financial security. We help them to get clear, get organised, and to take action
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 small business owners to live the life they want without being anxious about money.
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: not specified
Recurring monthly: not specified
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||1|
|Indemnity insurance||Insurance: yes