BALLITO FINANCIAL ADVISOR

PIERRE TALJAARD
 Pierre Taljaard
Firm Simple Wealth
Suburb Ballito
Address The WorkStation, 1 Old Main Road, Umhlali, 4390
See Map
GPS -31.217680, 29.476067
FSP Licence 50637
Languages English (in order of proficiency)
Email
Tel 0870125628
Website www.simplewealth.co.za
Qualifications
CFA CFP®
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment

FOCUS

We 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

OTHER SERVICES

Cash flow plan, financial life planning, Comprehensive financial planning

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Fundhouse Investment Managers
Companies through which more than 30% of income is derived:
Allan Gray, Ninety One

EXPERIENCE

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.

ABOUT FIRM

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.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: not specified
Recurring monthly: not specified
Remuneration Fee only
Legal structure of employer (Pty) Ltd company
Number of staff 1
Indemnity insurance Insurance: yes
Value: R2000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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