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

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.

Your ability to earn is your biggest asset - don't forget to reinvest in yourself.
28/05/2026

Your ability to earn is your biggest asset - don't forget to reinvest in yourself.

Simple plans beat complex ones every single time the market gets messy.
27/05/2026

Simple plans beat complex ones every single time the market gets messy.

It is impossible to sail toward your future while you are still anchored to 20% interest debt.
26/05/2026

It is impossible to sail toward your future while you are still anchored to 20% interest debt.

You don't need a lot to start investing; you just need to start today.
25/05/2026

You don't need a lot to start investing; you just need to start today.

You don't buy insurance because you're expecting a storm; you buy it because you value your peace.
22/05/2026

You don't buy insurance because you're expecting a storm; you buy it because you value your peace.

You don’t need a fortune to start, but you do need to start to build a fortune.
21/05/2026

You don’t need a fortune to start, but you do need to start to build a fortune.

Wealth is the difference between what you earn and how much you feel the need to show off.
20/05/2026

Wealth is the difference between what you earn and how much you feel the need to show off.

An emergency fund transforms a potential disaster into a temporary inconvenience.
18/05/2026

An emergency fund transforms a potential disaster into a temporary inconvenience.

Address

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

Website

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