Independent Financial Planning, Ballito

You're busy

Planning your future takes time and focus that life doesn't always allow.

You don't know what you don't know

Making important decisions about your future feels daunting without the right guidance.

You're overwhelmed

Tax, retirement, investments, and estate planning all have many interconnected parts.

Uncertainty is holding you back

Without a clear plan, it's easy to put off the decisions that matter most.

More time to enjoy your life

We remove the burden of wealth management so you can focus on living.

A trusted partner by your side

Regular check-ins and ongoing support through every decision and milestone.

Confidence in every decision

No confusion. Just clear advice you can act on.

A clear plan for what's ahead

A step-by-step roadmap so you always know the next step.

Book a free call

I sleep better at night knowing my family's financial position is secure due to Pierre's advice and proactive management.

Justin

Pierre is a cut above the rest — listens intently and understands the big picture before giving any input. He has helped us get our affairs in order and is excellent at his job.

Dianne

Working with Simple Wealth has given us real peace of mind when it comes to our finances. They've made everything feel clear, manageable, and tailored to our goals.

Emma

I have never felt so confident and comfortable with what my investments are doing for me. I highly recommend this company.

Angie

His advice is always clear, considered, and tailored to my specific goals. I'm always one step ahead with my financial planning.

Dean

I am 100% confident that through Simple Wealth my money is in the right place to safely grow.

Sue

For the first time, I really understand our finances. He is very good at explaining things in simple terms and has made the process very easy.

Nix

You are always calm and patient and take time to make sure that the client knows their options. I highly recommend your services.

Nikki

I have found him to be composed, clear of mind and holds values of integrity and transparency in high regard. Simple Wealth comes highly recommended.

Brent

Working with Pierre has been such a breath of fresh air. He is professional, thorough and efficient and manages to simplify financial jargon to help me make informed decisions.

Bronwyn

I would highly recommend Pierre's services. I really appreciate the simplified process and his clear explanations. The paperwork is also minimised and streamlined.

Justine

Pierre has always had my family's best interest at heart. He is proactive with very sound advice and has always been willing to work around busy schedules.

Morgan

I would recommend Pierre at Simple Wealth without hesitation. I know he has my best interests at heart. I feel at ease talking to him and he answered them honestly.

Patricia

He explained everything to us carefully and is always just a call or email away. We highly recommend Simple Wealth.

Sharon

Always putting the interests of my family first, in an industry littered with dodgy characters. Pierre is the real deal and a credit to his profession.

Jonathan

Pierre is very personable and has had our best interest at heart since the beginning. His steadfastness in his strategy is hugely appreciated and gives us peace of mind.

Mark

Pierre has an excellent knowledge and understanding of his field, which helps us to make important decisions with confidence. I highly recommend Simple Wealth.

Amy

Simple Wealth explained the merits of each investment in a concise and easily understandable manner. Personal attention and advice are a phone call away. Highly recommended.

Paul

Pierre took a real interest in our overall welfare and offered sound advice and careful thought-through strategies. We have full faith in his confidentiality and integrity.

Sandy C.

Pierre Taljaard from Simple Wealth has inspired me with confidence about my financial future. I am so grateful to him for the time and effort that went into the presentation.

Sandy B.

Magnifying glass analysing financial growth charts

Investment planning

A plan for diversified long-term growth

A disciplined strategy to turn your income into lasting wealth.

Learn more about investment planning

Reviewing financial documents with a calculator

Tax planning

A plan for keeping more of what you earn

Smart tax planning means more money stays with you.

Learn more about tax planning

Risk planning

A plan for when life doesn't go to plan

The right cover so your family's lifestyle is protected, no matter what.

Learn more about risk planning

Signing a Last Will and Testament document

Estate planning

A plan for the people who matter most

A clear plan so your loved ones are provided for.

Learn more about estate planning

1

Independent, advice-first approach

We don't sell products. We give advice that's right for you.

2

Personalised planning, not one-size-fits-all

A plan designed around your goals and circumstances.

3

Clear communication, no jargon

We explain everything in plain language so you always know where you stand.

4

Ongoing proactive support, not set-and-forget

We stay involved and adjust your plan as life and markets change.

1

Introductory call

A 10-minute call to see if our expertise matches your needs.

2

Family meeting

A 90-minute meeting (in-person or virtual) to understand your family goals, needs, and concerns.

3

Review assessment

A follow-up meeting to discuss our findings and recommendations.

4

Annual service calendar

Four annual touchpoints to keep your plan on track as life and markets evolve.
View our service calendar

Book a free call

Your financial life on one page

Always know what you have and why you have it.

A financial progress report

Always know where you are and where you're going.

A one-page action plan

Always know what to do next.

Free guide

Successful Investing In Pictures

Download our latest visual guide to learn about the seven key mindsets required to become a successful investor.

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While we serve many clients with significant assets, we provide a professional and proactive financial planning service to any family willing to engage and pay for professional advice. We don't have account minimums, but our minimum annual fee means that clients with investable assets below R2 million may not find our service cost-effective.

We charge a percentage-based fee on your investable assets. This covers our comprehensive proactive service across investments, tax, estate planning, and risk planning. We are not remunerated by any product providers, so our incentives are fully aligned with yours. Clients are free to disengage at any time if the perceived value is less than our fee.

As a client-centred firm with no outside influence from product providers, our only incentive is to provide professional advice that results in happy clients.

If you actively engage with our services, you should expect long-term peace of mind and progress towards your goals. The portfolios we build are typically focused on long-term growth, which inevitably means short-term volatility and temporary declines from time to time. Our service is designed for families who understand that long-term planning requires discipline and patience.

Our service calendar provides quarterly touchpoints, but we remain available for questions at any time in between. You can expect responses within one business day, and we proactively reach out when market conditions or life changes warrant a conversation. We have purposefully built a service model and client base that allow us to be available to our clients.

Financial clarity for the life you've built

Managing your financial life can feel complex, time consuming, and risky