What we believe

10 core beliefs that underpin everything we do.

1

There are only two types of investors

Some investors outlive their money while other investors' money outlive them.

Our primary purpose is to guide you towards an independent retirement you can't outlive.

2

Purchasing power is the only sane definition of money

Money is only useful to the extent that it helps you fund the life you want to live.

3

Inflation is the investor's chief enemy

Inflation is the biggest threat to the purchasing power of your money. It is the slow and steady increase in the price of goods and services, and your financial plan needs to be designed to defeat this enemy.

4

Global equities provide the best protection from inflation

Historically, global equities (ownership of the great companies of the world) have been the asset class that offers the highest long-term returns and, therefore, provides the best protection against inflation for investors.

5

We are owners, not speculators

When we invest in global equities, we do so as long-term owners of businesses, not as short-term stock market speculators.

6

Temporary market declines are guaranteed and cannot be timed

Equity markets undergo frequent, temporary declines that cannot be predicted or timed. The only way to earn the market's full return has been to remain invested at all times.

7

Goals > Plan > Portfolio

Any investment portfolio decisions must be made based on a personal financial plan, and any financial plan must be based on your unique circumstances and life goals.

8

No portfolio changes without good reason

If there's been no change to your circumstances and goals, your plan should not change. If there's been no change to your plan, your portfolio should not change.

9

We always act on a plan and never react to current events

Lifetime investment success comes from continuously acting on your plan. Likewise, substandard returns and even lifetime investment failure come from reacting to current events.

10

Simplicity is the ultimate sophistication

We believe that transparent simplicity will always triumph over opaque complexity.

What our clients say

5.0 from 22 reviews on Google
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.

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