Estate Planning

Plan your legacy with clarity and care

Make sure your wealth goes to the right people, at the right time, in the right way.

You're not sure who will inherit what and when

Without a clear plan, your wishes may not be followed and your family could face confusion or disputes.

You're concerned about your family's future security

You want to make sure the people closest to you are protected financially and have immediate access to funds when they need it most.

You don't have enough liquidity to cover estate costs

Estate duty, executor fees, and capital gains tax are due before your heirs receive anything.

Your beneficiary nominations are out of date

Outdated nominations on policies and investment accounts can create delays and confusion for your loved ones.

Will and trust review

We review your will and any existing trusts to make sure they reflect your current wishes and family structure.

Beneficiary audit

We check that every policy and investment account has the right beneficiaries nominated and up to date.

Estate duty and liquidity planning

We help you structure your estate to minimise estate duty and make sure there's enough cash available so your family isn't left with an unexpected bill or forced to sell assets.

Regular reviews

As your life changes, we revisit your estate plan. When legal documents need updating, we're happy to coordinate with your attorney.

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.

We handle the financial planning side and coordinate with your attorney to make sure your will, trusts, and financial plan are all aligned.

We review it at least once a year as part of our annual process. That's where we pick up any changes in your life or in the law that affect your plan.

We work collaboratively with you throughout the process. We take the time to understand your needs, present you with clear options, and help you make informed decisions. Nothing happens without your input.

We use legitimate strategies including donations tax exemptions, trust structures, and beneficiary nominations to ensure as much of your wealth reaches your family as possible.

Our annual review process means any legislative changes that affect your estate plan will be picked up and addressed.

Schedule a free call

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

Book a free call