Live the life you want without being anxious about money

Life-centered financial planning for busy professionals who want to make smart money decisions with confidence.
Get A Financial Assessment
Clarity
Peace of Mind
Independent Advice

Do You Struggle With?

  • Organising your family's financial life in a simple way
  • Turning your income into investment assets
  • Planning for multiple family goals
  • Making smart portfolio choices
  • Insuring your family against possible risks
  • Understanding your company benefits
  • Taking advantage of the available tax deductions
  • Structuring your assets to provide for your family if you die
  • Staying up-to-date with legal and investment changes
  • Following through on your investment goals

Read on to find out how we can help...

Our Areas of Expertise

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.

Investment
Planning

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.

Risk
Planning

We'll help you to protect yourself against the risk of death and disability. We'll also hope that you never need it.

Estate
Planning

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.

Tax
Planning

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.

Get A Financial Assessment

Our Offer To You

We're excited about long-term relationships with families looking for the following:

A Plan

A personalised plan aligned to your unique goals.

A Portfolio

A portfolio of financial solutions aligned to your plan.

A Partner

A partner to hold you accountable to the action steps identified.

We Have Helped Families Just Like Yours!

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.

Nicky, 30

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.

Sandy, 60

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.

Angie, 62

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.

Sue, 35

About Pierre Taljaard, CFA CFP®

Director & Financial Planner

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.

Website | LinkedIn Profile | Find An Advisor Profile | FPI Profile | Wealthood Profile | Snupit Profile

Ready To Get Started?

Our simple 3-step planning process will help you to feel better about your money in no time.

1. Get Clear

We'll help you to become clear about what matters most, and what you are wanting to achieve as a family.

2. Get Organised

We'll organise and analyse your current situation, proving feedback on how it could be improved.

3. Take Action

We'll outline the steps required to go from where you are to where you want to be, in plain-language.

Get A Financial Assessment
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.