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Risk planning

Protecting your wealth against life’s uncertainty that we face daily. We all have plans and ideas of what we want to do and achieve. We consider how to grow our businesses and look for ways to achieve a return on our investments. Unfortunately, the reality is that things do not always pan out as we…

Investment planning

Guidance for achieving your investment goals. To understand investing, you must first understand the difference between investing and saving. Saving money is the process of putting cold, hard cash aside and parking it in an extremely safe and liquid account. Investing, on the other hand, is the process of using your money, or capital, to…

Short-term insurance

Protecting the assets most important to you. This refers to insurance products to protect your valuable personal or business assets and that replace these in the event of theft, damage, or loss.

Medical aid and gap cover

Medical Aid Gap Cover covers the shortfall between what a health practitioner charges and the amount your medical scheme is willing to pay. Do not put yourself at risk of requiring financial assistance in the event that your medical aid plan does not cover all of your healthcare costs.

Estate planning

Fiduciary services and drafting of wills. Estate planning, simply put, is the process of arranging and managing your assets during your lifetime so that when you pass away, your estate is transferred in accordance with your wishes. Effective estate planning ensures that estate duty, taxes, and other costs associated with death are minimised as far…

Financial Journey

Providing independent advice and guiding you on your financial journey every step of the way.

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Our Team

Martin van Zyl

Director

Danie van Zyl

Director

Ian Conradie

Independent Financial Advisor

Jaco Huddlestone

Short Term Insurance Specialist

Andries Stephan

Independent Financial Advisor

Jolene Marais

Administrative Manager

Christa Hickman

Administrative Support

Elria Swarts

Medical Aid & Gap Cover Specialist

Francell Pitout

Administrative Support

Jayricko van Wyk

Administrative Support

Our Blog

Protect your personal information from cybersecurity threats

August 15, 2025August 15, 2025 Jansie Le Roux

In recent years, South Africa has experienced a surge in cybercrime relating to data breaches, identity fraud and ransomware incidents, among other cyber-related offences. One of our clients share his personal experience which shows how increasingly easy it is becoming for criminals to obtain personal information. South Africa’s strong economy and high digital activity levels…

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Add this Bitcoin ETF to your investment portfolio

August 5, 2025 Jansie Le Roux

This month we are excited to share a new investment opportunity for investors to achieve exposure in Bitcoin without having to purchase or manage the cryptocurrency directly. Sygnia Asset Management has recently launched an innovative fund as a new investment opportunity: the Sygnia Life Bitcoin Plus Fund. This fund offers a simple and lower-risk alternative…

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Sperdatum vir bydraes 2025

January 23, 2025 Jansie Le Roux

Met die einde van die belastingjaar wat in sig is, herinner ons graag aan die sperdatum vir addisionele bybetalings tot belastingvrye spaarrekeninge en uittree-annuïteite. Addisionele bydraes tot aftreefondse is veral ‘n goeie idee nadat die twee pot stelsel geïmplementeer is op 1 September 2024, wat lede toelaat om fondse vanuit hul annuïteit se spaarkomponent te…

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Contact Details

Phone: 27 21 873 0707

Email: Click here to email us

Address: 62 Main Road, Wellington, 7655

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Recent Posts

  • Protect your personal information from cybersecurity threats
  • Add this Bitcoin ETF to your investment portfolio
  • Sperdatum vir bydraes 2025
  • HOW IS CHATGPT IMPACTING YOUR INVESTMENT?
  • Discovery Health’s WELLTH Fund: How does it work?
  • REAL LIFE STORY: WHY YOU SHOULD CONSIDER GAP COVER ONE YEAR BEFORE FALLING PREGNANT

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