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Simple Wealth Umhlali, Ballito  

Live the life you want without being anxious about money
5
5 reviews
  • pro verified Pro Verified
  • background checked Background Checked
  • insurance verified Insurance Verified
  • 5 Years in Business
  • 1 Employees

Reviews

Excellent
by Paddy083****827 11 March, 2021

Pierre took a real interest in our overall welfare and offered sound advice and carefully thought-through strategies. His business approach is highly professional and we have full faith in his confidentiality and integrity.

Excellent
by Sue083****080 verified 11 March, 2021

My experience with Simple Wealth has been Brilliant! Pierre's knowledge and expertises in the finance sector is extensive and topical, he is really good at conveying this information in a way that is easy to understand. I am 100% confident that through Simple Wealth my money is in the right place to safely grow.

Excellent
by Sandy082****060 verified 10 March, 2021

I approached Simple Wealth re my financial future and how to go about investing appropriately ! Pierre has given me incredible advice on all my investments..I am now feeling so much more confident about my financial future! Thank you Pierre you have been a super star??

Excellent
by Angele082****059 verified 10 March, 2021

Simple Wealth, headed by Pierre Taljaard, has recently taken over my investment protfolio. The transition was painless, due to their advanced systems of communicating and dealing with all the documentation. Pierre communicates often, and explains simply how best he can manage my investments to benefit me optimally, at this stage of my life. I feel confident and know my investments are in good hands. Thank you Pierre.

Excellent
by Nicky079****982 verified 09 March, 2021

For a family needing help with planning for the future but also wanting to live comfortably now, I’d highly recommend Pierre. He is very good at explaining things in simple terms, and has made the process very very easy. For the first time, I really understand our finances.

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About Us

We provide life-centered financial planning for busy professionals who want to make smart money decisions with confidence.

We do this by taking you through a simple 3-step process.

1. Get clear about the future you want to live
2. Get your financial life organised
3. Help you to take action

By working with us, clients get:

1. A plan,
2. A portfolio, and
3. A partner

Get in touch for a free assessment of your situation.

Services Provided

Work Focus

Business Hours

MON

08:00TO16:30

TUE

08:00TO16:30

WED

08:00TO16:30

THU

08:00TO16:30

FRI

08:00TO16:30

SAT

Closed

SUN

Closed

What training and/or membership affiliations do you have that relates to your work?

I am a member of the Financial Planning Institute of South Africa.

Describe a recent project that you have completed.

Helping a dual-income family to simplify and consolidate their investment portfolio, understand how to save in order to meet their family goals, and reduced their life cover costs without reducing benefits.

Who are some of your customers and can you provide traceable references?

The identity of all clients remain confidential. However, certain clients have agreed to provide a reference if required.

Do you provide any guarantee of your workmanship and/or services. If yes, please share the details here.

Should the value we provide not exceed the cost, we commit to refunding the client's last quarter of financial planning fees.
ADDRESS
The Workstation, 1 OldMain Road, Umhlali, Ballito - 4390
WEBSITE
http://www.simplewealth.co.za Claim ListingReport Error
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