A clear plan for the road ahead

Whether you're building wealth, planning for retirement, running a business or thinking about your legacy, it helps to have a trusted adviser by your side. Our clients come from all walks of life, but they share one thing in common: they want to make smart decisions with confidence and clarity.

Professionals earning well but unsure if their money is working hard enough

Pre-retirees wanting to know they're doing the right things in the lead up to retirement

Retirees who want to draw a sustainable retirement income in a tax-efficient manner

Business owners whose personal and business finances are tangled

Introductory call

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

Family meeting

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

Review assessment

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

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

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.

Schedule a free call

A short phone call will give us both a chance to see if our expertise matches your needs.