We are passionate about providing a comprehensive financial planning service to families who are looking for an independent guide. We can help with the following.
The foundation of a good financial plan is a strategy for converting your income into financial assets. We'll help you to move closer to financial independence.
We'll help you to protect yourself against the risk of death and disability. We'll also hope that you never need it.
We'll help you to get your estate in order so that your family will be taken care of, and your assets distributed without any problems.
We'll help you to understand the tax benefits available to you so that you can invest smartly and save tax at the same time.
We're excited about long-term relationships with families looking for the following:
A personalised plan aligned to your unique goals.
A portfolio of financial solutions aligned to your plan.
A partner to hold you accountable to the action steps identified.
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.
Pierre took a real interest in our overall welfare and offered sound advice and careful thought-through strategies. His business approach is highly professional and we have full faith in his confidentiality and integrity.
Pierre communicates often, and explains simply how best he can manage my investments to benefit me optimally at this stage of my life. I have never felt so confident and comfortable with what my investments are doing for me.
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.
Our simple 3-step planning process will help you to feel better about your money in no time.
We'll help you to become clear about what matters most, and what you are wanting to achieve as a family.
We'll organise and analyse your current situation, proving feedback on how it could be improved.
We'll outline the steps required to go from where you are to where you want to be, in plain-language.