Wiaan van der Merwe- Financial Adviser

Wiaan van der Merwe- Financial Adviser Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Wiaan van der Merwe- Financial Adviser, Financial service, Habitat Center, Somerset West.

The purpose of a financial adviser:

•Set realistic financial and personal goals
• Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
• Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
• Put your plan into action and monitor its p

rogress
• Stay on track to meet changing goals …changing personal circumstances …changing stages of your life …changing products …markets and tax laws

Did you know there are ways in which you can reduce your tax burden?With the the new income tax filing season having ope...
09/05/2017

Did you know there are ways in which you can reduce your tax burden?

With the the new income tax filing season having opened on July 1, it's certain that no one can escape the noose of the taxman. But there are ways individuals and even in some cases companies and trusts can lessen their income tax liability. Call me for free education.📈💵

With credit so easy to get, why would anyone want to save money and buy with cash? If you want something, you pull out t...
08/05/2017

With credit so easy to get, why would anyone want to save money and buy with cash? If you want something, you pull out the plastic and then pay it back with payments over who knows for how long.The unfortunate thing is that this sort of thinking is making sense to too many people these days. Don't be like most people start saving.

https://www.facebook.com/wiaan.vandermerwe.37/posts/1306084526111575
08/05/2017

https://www.facebook.com/wiaan.vandermerwe.37/posts/1306084526111575

The end of the tax year is ap­proach­ing rapidly. If you want to take full ad­van­tage of the an­nual tax breaks and con­ces­sions af­forded you by the South African Rev­enue Ser­vice (SARS), you have two weeks to do so. The taxman’s most gen­er­ous con­c...

Over 70 percent of South Africans do not have life cover in place. This is partly due to a lack of financial education a...
02/05/2017

Over 70 percent of South Africans do not have life cover in place. This is partly due to a lack of financial education and partly due to the assumption that life cover is too expensive. It is worth your while to discuss all your options. My advise is free, let's start your plan.

A car insurance policy protects your finances from these astronomical (and unexpected) expenses. Aside from helping you ...
09/08/2016

A car insurance policy protects your finances from these astronomical (and unexpected) expenses. Aside from helping you with the cost of an accident, your car insurer can help protect you (and your assets) from liability lawsuits through your policy's liability coverage.

Call me for a free quote, or give me the opportunity to better you existing insurance.

Before you pay your bills or buy groceries, set aside a portion of your income to save. Thinking of personal savings as ...
07/08/2016

Before you pay your bills or buy groceries, set aside a portion of your income to save. Thinking of personal savings as the first bill you must pay each month can really help you build tremendous wealth over time. By starting with a small amount like R350 each payday and using automatic payroll deductions, after a few months, you probably won't even notice the withdrawal. You might even find you can increase the amount.

There are plenty of benefits from choosing to "pay yourself first" and prioritizing savings. First, there's the obvious one about building a huge savings balance. Regular steady contributions are an excellent way to build a large nest egg. That's money you can use in case of emergencies, to purchase a home or save for retirement.

Send me a message,or call me to help you get started.

01/08/2016

I can assist you with:

•Set realistic financial and personal goals
• Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
• Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
• Put your plan into action and monitor its progress
• Stay on track to meet changing goals …changing personal circumstances …changing stages of your life …changing products …markets and tax laws

Like most people, you have hopes and dreams and life goals for yourself and your family. These might include buying a ho...
01/08/2016

Like most people, you have hopes and dreams and life goals for yourself and your family. These might include buying a home or business …saving for college education for your children …taking a dream vacation …reducing taxes …retiring comfortably. Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals-while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of life.

Address

Habitat Center
Somerset West
7130

Telephone

0796506735

Website

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