PIERRE VAN DER MERWE FINANCIAL ADVISOR / ENTREPRENEUR
Cape Town , South Africa
PIERRE VAN DER MERWE FINANCIAL ADVISOR / ENTREPRENEUR
OVERVIEW
Pierre is a passionate entrepreneur who joined the financial services industry in 2015 and in 2016 became the youngest executive financial advisor in Liberty Life and Stanlib's history, an award given to the top 50 financial advisors in the country. Pierre has established a large network of clients in South Africa as well as expats where he curates and implements financial plans for individuals and companies mainly specialising in investment management and insurances.
In 2023 along with business partners Emile Botha and Michael Dundalakis, Precision Wealth, a dynamic financial services company was born and is proudly part of the Hereford Group of companies with presence globally.
Precision Wealth offers a full spectrum of financial services from insurances,investment management, wills and trust administration, business assurance, estate planning and offshore wealth management.
FINANCIAL PLANNING SERVICES
Financial planning is one of the most important aspects of life. As a financial advisor my approach to clients is to build life-long relationships built on ethical advice and ongoing support. I really enjoy playing a close part in a clients life, and to ensure that they are both financially protected, and also to pave the way to true wealth and financial success.
​
Financial planning consists of the following:
​
The process starts with a financial needs analysis. We will retrieve as much information about your finances, such as assets and liabilities, income earned, as well as current business interests. I then take all this information and tailor make a financial plan which will consist of solutions/products to achieve your desired goals. As time goes on we monitor and review the plan and make adequate adjustments. My main purpose is to ensure you achieve these desired financial goals whilst educating you at the same, this is crucial as I believe you really need to buy in to the plan and we work together to achieve financial freedom!
​
​
INVESTMENT MANAGEMENT
Whilst insurance plays an a important role in a comprehensive financial plan my specialty lies in the investment realm. Please get in touch to learn more about my investment funds ranging from a conservative blend to a long term aggressive blend.
CONTACT ME
Want me to get in touch? Please fill your details below!
Address:
The Estuaries, Century City, Cape Town, South Africa
PIERRE SPEAKS TO THE WEEKEND ARGUS ON THE FINANCIAL EDUCATION CRISIS IN SOUTH AFRICA
PIERRE FEATURES IN CNBC AFRICA
