Risk Planning

Protect what you've worked so hard to build

Nobody likes thinking about what could go wrong. But having the right protection in place means your family's lifestyle doesn't depend on everything going right.

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Your family would struggle without your income

If something happened to you, would your loved ones be financially secure?

You have no backup if business income stops

As a business owner, your income is directly tied to your ability to work.

You're worried about critical illness or disability

A serious illness can change everything. Proper protection means you can focus on recovery, not finances.

You're unsure what insurance you really need

With so many types of cover available, it's hard to know which policies are essential and which are unnecessary.

Find the gaps in your current cover

We review what you already have and spot what's missing, so there are no surprises when you need to claim.

We work with expert partners

We partner with an independent brokerage to source the best cover for your situation, free from product provider bias.

Protection that grows with you

As your life changes, we adjust your cover to match your responsibilities without overcomplicating things.

Only what you need

We don't sell cover for the sake of it. Every recommendation we make has a clear purpose.

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 conduct a thorough review of your financial situation, dependants, lifestyle, and obligations. This helps us identify where you're most vulnerable and recommend only the cover that genuinely makes sense for your circumstances.

Absolutely. Many clients come to us with policies they've never reviewed. We'll assess what you already have, check for gaps or overlaps, and make sure your cover is still fit for purpose.

Yes. We work with an independent brokerage that isn't tied to any product provider, so recommendations are based solely on what's best for you.

Yes. Our brokerage partner handles the entire process from sourcing quotes to completing applications, so you don't have to.

We work within your budget to prioritise the most critical risks first. It's about having the right cover in place, not the most.

Schedule a free call

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