GET A HEAD START ON YOUR FINANCES
A financial annual review is an important tool to help you stay in great financial shape.
It can identify potential risks and opportunities, so that you are prepared for whatever life might throw at you.
GET A HEAD START ON YOUR FINANCES
A financial annual review is an important tool to help you stay in great financial shape. It can identify potential risks and opportunities, so that you are prepared for whatever life might throw at you.
GET A HEAD START ON YOUR FINANCES
A financial annual review is an important tool to help you stay in great financial shape. It can identify potential risks and opportunities, so that you are prepared for whatever life might throw at you.
YOUR TIME IS VALUABLE,
I ONLY NEED 3 MINUTES!
Let us focus on the past 12 months! To ensure that your Financial Plan is accurate and relevant, please answer each question carefully. Your responses will be used to review your current Financial Plan. To answer this form, please click on the questions that are applicable to your current circumstances.
YOUR WILL, OR THE LACK OF ONE, CAN CREATE CHAOS!
No one thinks about their Will until it's too late. We want to change that. In my practice, we recognise that taking care of your loved ones often means taking responsibility for those topics you’d rather not think about.
Our goal is to help you live your life in such a way that when you die you leave memories and not unfulfilled dreams for your family.
CLAIM YOUR COMPLIMENTARY WILL, AT NO COST!
Have you had any of these changes in your life, make sure your Will makes provision for these changes!
You got married;
Your family has grown
You have children with special needs;
You got divorced;
You are co-habiting with your life partner;
You have a business or shares in a business;
You have assets or foreign assets
If you are unsure about the legal correctness of your Will, please take advantage of our complimentary Will service.
YOUR WILL, OR THE LACK OF ONE, CAN CREATE CHAOS!
No one thinks about their Will until it's too late. We want to change that. In my practice, we recognise that taking care of your loved ones often means taking responsibility for those topics you’d rather not think about. Our goal is to help you live your life in such a way that when you die you leave memories and not unfulfilled dreams for your family.
YOUR LEGACY MATTERS!
CLAIM YOUR COMPLIMENTARY WILL, AT NO COST!
Have you had any of these changes in your life, make sure your Will makes provision for these changes!
You got married;
Your family has grown and you had more children;
You have children with special needs;
You got divorced;
You are co-habiting with your life partner;
You have a business or shares in a business;
You have assets or foreign assets
If you are unsure about the legal correctness of your Will, please take advantage of our complimentary Will service.
We are here to help you!
We are here to help you!
Schané van Zijl
Schané van Zijl
Financial Advisor
Financial Advisor
" My goal is to help you get into better financial shape and live a meaningful life. "
" My goal is to help you get into better financial shape and live a meaningful life. "
The combination of my personal background, experience and qualifications enables me to provide expert financial advice, and along with my proficient team of support staff, I am able to assist you in the implementation of a holistic, personal plan to achieve your financial goals, providing valuable knowledge and guidance along your journey to financial wellness.
The combination of my personal background, experience and qualifications enables me to provide expert financial advice, and along with my proficient team of support staff, I am able to assist you in the implementation of a holistic, personal plan to achieve your financial goals, providing valuable knowledge and guidance along your journey to financial wellness.
[email protected] | +27(0) 78 099 6593 | +27780996593
My Services Include
Individual/
Family Insurance
Business Insurance
Personal Banking
Investment Planning
Short-term Insurance
Fiduciary Services
Health Insurance
Vitality
LET'S TALK
Financial Advisor: Schané van Zijl
Land Line: +27(0) 78 099 6593
Email: [email protected]
Mobile Number: +27780996593
Request Schané to give you a call.
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