Investment Planning

Make your investments work for you

We help you implement a smart investment strategy that aligns with your goals and time horizon, so you can grow and preserve your wealth with confidence.

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You don't know if your portfolio is right for you

Your circumstances have changed, but your investments haven't kept up.

Your investments are scattered across too many places

Old retirement funds, unit trusts, offshore accounts. Nobody is looking at the full picture.

You're confused by jargon and complex options

The investment world is full of technical language that makes it hard to feel confident about your choices.

You're not sure when you'll be able to retire

Without a clear target, it's hard to know if you're saving enough or if you can afford to stop.

Diversified by design

We favour portfolios well balanced between industries and regions to manage risk and capture long-term growth.

Asset classes that work

We focus on asset classes with a proven track record of delivering real, inflation-beating returns over the long term.

Lower fees, better outcomes

We review your existing investments for hidden and unnecessary costs, and structure your portfolio to keep fees as low as possible.

Annual review

We meet with you at least once a year to review your portfolio, check your progress, and adjust your strategy as your life changes.

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 start by understanding your goals, risk tolerance, and time horizon. From there, we build a diversified portfolio designed to grow steadily over time, and help you understand what the journey is likely to look and feel like.

We review your portfolio at least once a year. A well-built portfolio doesn't need constant tinkering, it needs patience and discipline. We'll only suggest changes when your life circumstances materially change.

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'll have an honest conversation during the introductory call about whether we're the right fit.

Yes. You'll always know where your money is and what it's been invested in.

Yes, this is one of the most common things we help with. We'll review all your existing accounts, assess whether consolidation makes sense, and handle the process for you to simplify your financial life.

Schedule a free call

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