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PIERRE VAN DER MERWE FINANCIAL ADVISOR

 
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OVERVIEW

Consulting with Purpose

Pierre 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 advisor in the country. Pierre has established a large network of clients in Cape Town and Johannesburg specializing in working with creatives as well as salaried individuals and business’s.Pierre has immense passion for entrepreneurs having had numerous business ventures prior to financial services. Pierre has since expanded his practice to Johannesburg and abroad and focuses on building tight knit relationships with clients securing and nurturing their financial wealth. Pierre is a “platinum achiever” of the Liberty Group, the top 25 financial advisors in the country. Pierre has formed his Fintech company Future Financial Tech with two current mobile apps in development to revolutionize the way in which we see financial services going forward.

 
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SERVICES

Wealth protection and creation

Protection of wealth- Life insurance, salary insurance , disability cover, illness cover

Creation of wealth - Investments from short term conservative funds to long term aggressive funds and the management thereof, unit trusts , tax free investing , retirement planning and management , annuity management

Business - Business assurance (buy and sell agreements / keyman policies) , company investments , corporate money markets exceeding R20 million

Other- budgeting , tax advisory partners , private banking advisory partners

 
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CONTACT ME

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