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 guide 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

Is your financial plan actually working, or just sitting there collecting dust? A plan only matters if it moves when you...
16/09/2026

Is your financial plan actually working, or just sitting there collecting dust? A plan only matters if it moves when your life does.

A flashy car or bag feels great now, but what is it costing your future? True wealth gives you choices, not just attenti...
11/09/2026

A flashy car or bag feels great now, but what is it costing your future? True wealth gives you choices, not just attention. What are you prioritizing?

Money represents your family, your security, and your dreams. Real financial planning starts with understanding what mat...
10/09/2026

Money represents your family, your security, and your dreams. Real financial planning starts with understanding what matters most to you.

Market volatility triggers panic, but reacting out of fear derails your strategy. When dips happen, stick to your long-t...
07/09/2026

Market volatility triggers panic, but reacting out of fear derails your strategy. When dips happen, stick to your long-term roadmap.

Turning debt around doesn't mean total deprivation. It’s about shifting from reactive survival to disciplined building. ...
04/09/2026

Turning debt around doesn't mean total deprivation. It’s about shifting from reactive survival to disciplined building. Take back your cash flow.

For business owners, financial wellness isn't a perk - it’s the backbone of a thriving company. Security builds long-ter...
02/09/2026

For business owners, financial wellness isn't a perk - it’s the backbone of a thriving company. Security builds long-term success from the inside out.

Comparing yourself to others breeds financial anxiety. Instead of panicking, look at the objective numbers. A practical ...
31/08/2026

Comparing yourself to others breeds financial anxiety. Instead of panicking, look at the objective numbers. A practical roadmap changes everything.

Unmonitored subscriptions and impulse buys slowly drain your cash flow. Take an hour this week to audit your habits and ...
28/08/2026

Unmonitored subscriptions and impulse buys slowly drain your cash flow. Take an hour this week to audit your habits and keep what adds value.

Tired of the finish line always moving? True planning defines what "enough" means for you, so your money serves your act...
26/08/2026

Tired of the finish line always moving? True planning defines what "enough" means for you, so your money serves your actual life goals.

Life changes fast, and your strategy needs to keep up. Don't wait for a life event to force a change - review your plan ...
25/08/2026

Life changes fast, and your strategy needs to keep up. Don't wait for a life event to force a change - review your plan proactively.

Address

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

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