Sam De Goede CFP - Independent Financial Planner

Sam De Goede CFP - Independent Financial Planner Cape Town based Independent Financial Planner. Advice driven Financial Planning focused on retirement We Deal with Your Life not Just Your Money!
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As a Cape Town based, Independent Financial Planner, I have a clear understanding of what your Financial Planning should look like. Lifestyle Financial Planning is advice driven with a clear focus on your retirement, investment and risk planning. We personalize your Lifestyle Financial Plan around your goals, ambitions & family. We help you turn your dreams into goals & goals into reality. We guid

e you on every aspect of your financial planning by tailoring your investment and pension portfolio to align with your goals. Our team of Financial Planners are highly qualified & experienced in Financial Coaching. We are able to answer questions like
"Am I doing everything I should be doing with my money?"
'Will I have enough money to do all the things I want to do?”

Together with ongoing coaching, we ensure you have the support needed to stay on track and achieve your goals. Pension Planning
Investment Advice
Financial Planning
Financial Planner
Retirement Modelling
Lifestyle Financial Planning
Cape Town Financial Planner

Personal Insurance
Business Insurance
Corporate and Employee Benefits for small to medium businesses

A budget doesn't limit your freedom; it gives you permission to spend without the guilt.
24/06/2026

A budget doesn't limit your freedom; it gives you permission to spend without the guilt.

Wealth creation is actually incredibly boring. Ignore the noise, stick to the system.
22/06/2026

Wealth creation is actually incredibly boring. Ignore the noise, stick to the system.

Short-term financial thrills usually come with a massive long-term price tag.
17/06/2026

Short-term financial thrills usually come with a massive long-term price tag.

Procrastination is the most expensive tax you pay on your own peace of mind.Procrastination will hurt you the most. Inve...
15/06/2026

Procrastination is the most expensive tax you pay on your own peace of mind.

Procrastination will hurt you the most. Invest now, even if you have less than you'd like to start with, rather than not starting at all. This is how you level up.

If the first half of your financial year didn't go to plan, remember it’s just a pivot point, not the finish line.
10/06/2026

If the first half of your financial year didn't go to plan, remember it’s just a pivot point, not the finish line.

Six months down, six months to go. Let’s make sure your portfolio is ready for the second half of the year.
08/06/2026

Six months down, six months to go. Let’s make sure your portfolio is ready for the second half of the year.

Halfway through the year. Is your budget running on full power, or are you operating on low-battery mode?
05/06/2026

Halfway through the year. Is your budget running on full power, or are you operating on low-battery mode?

The best time to plan for the person you’ll be in twenty years is today.
03/06/2026

The best time to plan for the person you’ll be in twenty years is today.

Diversification isn’t about hitting a home run; it’s about making sure you’re never knocked out of the game.
01/06/2026

Diversification isn’t about hitting a home run; it’s about making sure you’re never knocked out of the game.

If you wait to save what’s left at the end of the month, there will never be anything left.
29/05/2026

If you wait to save what’s left at the end of the month, there will never be anything left.

Address

Unit 4 Devonshire Court, 20 Devonshire Road, Wynberg
Cape Town
7800

Website

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