Simple Wealth
23 Reviews
- Wednesday9 AM–4 PM
- Thursday9 AM–4 PM
- Friday9 AM–4 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–4 PM
- Tuesday9 AM–4 PM
About the Business
Simple Wealth | Independent Financial Planning in Ballito |
Contacts
Website
Call Us
+27870125628
The WorkStation, 1 Old Main Rd, Umhlali, 4390
Hours
- Wednesday9 AM–4 PM
- Thursday9 AM–4 PM
- Friday9 AM–4 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–4 PM
- Tuesday9 AM–4 PM
Features
- Wheelchair-accessible car park
- Online appointments
- Appointment required
- On-site services
- Wheelchair-accessible toilet
- Toilets
Recommended Reviews
Sandy Collins
28.09.2023
Simple Wealth
Pierre took a real interest in our overall welfare and offered sound advice and careful thought-through strategies. His business approach is highly professional and we have full faith in his confidentiality and integrity.
Mark Bester
16.09.2023
Simple Wealth
Pierre is very personable and has had our best interest at heart since the beginning. His knowledge of the financial climate is second to none and has been very helpful in navigating these uncertain times. His steadfastness in his strategy is hugely appreciated and gives us peace of mind of what the bigger goal is.
Patricia Lacaton
14.09.2023
Simple Wealth
Pierre is always very helpful. Really listening to what my needs were regarding investments, I could tell him that I was a bit nervous and he found a solution. I feel at ease talking to him and as I had questions he answered them honestly.I would recommend Pierre at Simple Wealth without hesitation. I know he has my best interests at heart.Thank you
Sue Batchelor
03.09.2023
Simple Wealth
My experience with Simple Wealth has been Brilliant! Pierre's knowledge and expertises in the finance sector is extensive and topical, he is really good at conveying this information in a way that is easy to understand. I am 100% confident that through Simple Wealth my money is in the right place to safely grow.
Sharon Putensen
03.09.2023
Simple Wealth
When we first met Pierre we felt very unsure about our future financial well-being. He was very thorough and gave us the best possible advice and options, tailored to our specific needs. He explained everything to us carefully and is always just a call or email away. We highly recommend Simple Wealth.
Angie Bishop
16.08.2023
Simple Wealth
Simple Wealth, headed by Pierre Taljaard, has recently taken over my portfolio. The transition was so easy due to their advanced communication skills and systems.Pierre has explained everything to me so simply. I have never felt so confident and comfortable with what my investments are doing for me.I highly recommend this company. Thank you Pierre
Justin Reed
06.08.2023
Simple Wealth
As a financial professional I was very fussy with my choice of family wealth manager and financial planner. Simple Wealth’s service has been impeccable and Pierre has helped my family immensely. I sleep better at night knowing my family’s financial position is secure due to Pierre’s advice and proactive management.
John Everitt
06.08.2023
Simple Wealth
Pierre is the first person who has been able to make the concepts of investing and finances simple enough for me to feel like I have a good grasp of what is happening with my money. He is knowledgable, thorough in his approach, and goes the extra mile. Besides being excellent at his job, he values honesty and integrity, and I trust him implicitly with all of my financial affairs. Having worked with a number of financial advisors in the past, I cannot recommend him highly enough.
Amy Hayes
24.07.2023
Simple Wealth
Pierre is professional, organised and always goes above and beyond to provide comprehensive financial planning and advice. Pierre has an excellent knowledge and understanding of his field, which helps us to make important decisions with confidence. I highly recommend Simple Wealth, thank you Pierre
Morgan Hayes
05.07.2023
Simple Wealth
Pierre has always had my family's best interest at heart. He is proactive with very sound advice and has always been willing to work around busy schedules to make meetings possible. I highly recommend Pierre.
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The WorkStation, 1 Old Main Rd, Umhlali, 4390
Simple Wealth