CFP professional that provides clients individualised financial and investment advice. More than 10 years experience and extremely client centric.
I assist with
Retirement Planning
Risk planning long and short term insurance
Family financial planning
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1 customer review
Nadine
Jolandie sorted out my pension fund transfer at resignation seamlessly and also taught me a lot about investing during the process.
What do you love most about your job?
Being able to see the difference in actions and money habits after educating client within a year.
I love seeing clients getting more comfortable with investing and building wealth.
I also enjoy working with clients that are excited to learn more and that would love to be in control of their finances and their futures.
What inspired you to start your own business?
Having time for the things I enjoy doing like running , swimming,cycling and travelling.
I also enjoy making a difference in client`s lives by spending time teaching them about wealth building
Why should our clients choose you?
I am a task orientated person that has the client`s best interests at heart,
I am an educator first before we take steps towards wealth building and personal financial planning
One does NOT need all the products available in the market , you only need the ones that suit your personal circumstances and your budget.
Investment planning and advice
Help you figure out what to prioritize to invest in and work with you to determine the term and asset classes most suitable to you.
Retirement Planning
I work with you to calculate the amount you need to save before your retirement age and how to go about getting to your retirement income and investment goal.
Personal Risk Planning and advice
Every person in South Africa has a specific lifestyle and unique needs and liabilities that might need to be insured against. This is calculated by looking at your family set-up, your age, health and lifestyle.
Especially important for people that have children, recently married or divorced and people that are business owners/self-employed.
Short term insurancce
I calculate and quote the risk premium on your short-term assets like a vehicle, house or electronic devices using multiple short-term insurers in South Africa.
You will need insurance on your vehicle before the bank releases the vehicle at the dealership.
You must have building insurance on your house before the bank will grant you a home loan when purchasing a property.
Commercial Short-term insurance
I assist business owners to insure their assets in the business for example:
-Property purchased in a trust
-Building a business owns or rents out
-Professional Indemnity cover for lawyers, doctors and engineers.
-Business interruption insurance for when business is unable to operate business as usual due to pandemic or perils like fire or water damage
-Assets used in the business like cameras , drills , machinery or electronic equipment.
Pension/provident fund transfer during resignation
I work with you at resignation to decide on the best way forward for your pension or provident fund capital.
Most employers provide you with an Exit letter and I assist with a seamless transfer out into your own preservation fund.
