Client Care

Call Directions Website

Client Care Lifestyle Financial Planning He started off his career with Southern Life.

Client Care, a licensed Financial Services Provider, is a Port Elizabeth based financial planning company which was founded by Dirk Groeneveld in 2004. Dirk, a Certified Financial Planner®, has approximately 25 years experience in the industry, with at least 12 years as an Independent Financial Planner. Along this journey, he felt driven to find a solution for client’s that would meet their expectations and offer them a degree of certainty as to the outcome of their financial plan in the long term. To this end, he embraced the lifestyle financial planning philosophy around 15 years ago and has since been assisting clients to ‘live their dreams’! Our aim is to provide you, our clients, with a comprehensive plan tailored to your specific needs. This will include areas such as your Risk Exposure, ie: life and disability, Income and Investment Structuring, Estate Planning, Tax, Wills, Trusts and the likes, whether you be in your accumulation phase of life, or close to; or entering retirement

Address

Waterfront Business Park, Pommern Street, Humerail
Port Elizabeth
6001

Opening Hours

Monday 08:00 - 16:30
Tuesday 08:00 - 16:30
Wednesday 08:00 - 16:30
Thursday 08:00 - 16:30
Friday 08:00 - 16:30

Telephone

+27 415812833

Website

Alerts

Be the first to know and let us send you an email when Client Care posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category