Pretoria Financial Planners

Ben-Jeanne Viljoen
Ben-Jeanne Viljoen
Life and Disability Assurance, Investments, Medical Schemes, Retirement Planning, Estate Planning, Group Schemes, Financial Needs Analysis

Financial planning or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners).

FIDIUS is a boutique style, independent, fee based, financial planning and advisory practice.

FIDIUS is a boutique style, independent, fee based, financial planning and advisory practice. It is a Celestis, practice of the year award finalist and considered amongst the leading, wealth management institutions in South Africa.

We focus on comprehensive wealth management, analysis, planning implementation and monitoring of informed financial decisions. Care is taken to lead our clients through the process and to optimise probabilities of achievement of client objectives.

Our fee-based service offering ensures objectivity, free from sales, driven by commissions.
+27 12 9915201
ProCapital Consulting and Financial Planning PTY LTD
Certified Financial Planners giving advice on tax structures,Retirement planing, Investment managing and Risk planning. Specializing in Business insurance and structures.

Certified Financial Planners and qualified accountant giving Financial advice and structured planning, Investment management and Retirement planning
Sieg Prigge
Sieg Prigge
Professional Financial Planner with Liberty

I specialise in Investments and Retirement Planning for mostly Entrepreneurs and Professionals. Retirement planning

T&E FinOps
T&E FinOps
I help people define and achieve their financial dreams through financial advising and coaching.

I am Marcel T. Wasserman and I am a Financial Advisor who has a session to help people become financially independent and savvy. Do you know what amount you need to invest per month to reach your financial goals? Are your financial products integrated in such a way that you get guaranteed bonuses and paybacks? If you do not have answers for these questions let me come show you how.

So let’s have a meeting where we will create a financial game plan for you.

Here are some common questions I get:

1. What is in it for me?
You will get a financial plan customised for your specific goals and have your financial product portfolio reviewed and optimised.

2. What is in it for you?
I get to live out my passion by helping people become financially independent, as well as earn a commission from the insurer when I introduce a client to their products.

3. What products do you offer?
Investments, Pensions & Retirement Annuities, Personal & Commercial insurance, Group Schemes, Medical Aids, Wills & Testaments, Life Insurance, Buy and Sell Agreements, Financial Planning, and Mining and Petrol Rehabilitation.

4. Who do you represent?
We are independent financial advisors and planners, but our clients mostly choose Discovery products because of their integration benefits. We are also underwriters of all the major financial houses like Alan Grey, Liberty, Sanlam, Santam, Hollard, Coronation, Momentum, PPS, etc.

5. Who is T&E FinOps?
We are a family run business who have been servicing our 3000+ clients for 20 years. See more here:

If this interests you or someone you know, let’s set up a call or meeting and get started.

My best,
Marcel T. Wasserman
I am a fully licensed Associate Financial Planner with the FPI with an International Quality Award, practicing from within Liberty Agency.

I provide holistic solutions, specialise in Investments, Retirement Planning, Income Protection and General Financial Advice.