Pierre Van der Merwe Financial Advisor / Entrepreneur
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 Cape Town and Johannesburg where he curates and implements financial plans for individuals and companies mainly specialising in investment management. Parallel to his financial planning practice on a personal level Pierre consults with businesses as a growth strategist.
Pierre has an immense passion for working with entrepreneurs having had numerous business ventures prior to financial services and currently has projects in the Fintech space.
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!
Parallel to my financial planning practice I enjoy offering my time to brainstorm and create growth strategies for entrepreneurs and business’. Get in touch for rates and packages and enjoy a free 30 minute introduction consultation.