Cape Town Financial Planners
We specialise in providing independent, comprehensive financial advice to empower our clients to understand and achieve their financial goals. We are proud to offer advice regarding Personal & Business Financial Planning which includes all areas of: Wealth Creation (Retirement Planning & Investments) and Wealth Protection (Risk Benefits, Estate Planning & Medical Aid)
Independent comprehensive financial advice. We offer advice regarding Personal & Business Financial Planning which includes all areas of: Wealth Creation (Retirement Planning & Investments) and Wealth Protection (Risk Benefits, Estate Planning & Medical Aid)
One of our planners ( Wilfred Diedericks) resides in Durbanville and meet with Cape Town & surrounding clients three day per week. Wilfred also specialize in Business clients as he has 30 years of Business Banking Experience.
I help my clients achieve financial freedom through holistic Financial Planning that takes into account:
1. Risk Management
2. Retirement Planning
3. Investment Planning
Independent investment and financial services group accredited to all product providers.
I structure benefits so that one’s improved health and lifestyle through Vitality and Vitality Drive partially or totally fund the costs of medical aid, life and disability cover as well as short term cover
