Welcome to SimWealth. Lets Chat.
Hi, my name is Thandekile, how can I help?
Your goals are important to us. We pride ourselves in helping clients reach their financial goals. We work with individuals and families from all walks of life who want to achieve financial sustainability. We do this through helping you create, grow and preserve your money.
The simplicity of our Financial Planning process will help you reach the next stage of your financial aspirations. SimWealth is here to help you improve your financial situation whilst bringing comfort that someone with expertise and integrity is helping you along the way.
Gaining an understanding of your personal finances is the first step to being in control of your financial situation. With you in mind, we have created a strategy to help you be on top of your personal finances and use your money and assets to grow your finances.
Financial Planning bridges the gap between your financial goals and current financial situation. We help you achieve your financial goals by strategically planning for your future financial goals whilst taking care of your current financial needs.
Less than 10% of South Africans can retire comfortably in South Africa. In order to be part of the those that can retire with certainty, retirement planning should be incorporated into your financial plan.
The best way to to show your employees that you care for them is to understand and recognise their financial needs. If you take care of your employees, they will take care of your business. Create an employee benefit strategy that will show your employees that they are well taken care of.
Estate Planning allows you full control of your money and assets at every stage of your life. We help you create an estate plan that speaks to your current and future requirements.
Our investment strategies are carefully put together to increase investment growth and returns at a maintainable rate. Our investments are specially put together for your goals and needs.
Period.
We treat our clients like family. Hear from some of our clients and their experience with SimWealth.
Who would known that financial planning could be this accessible to me. I truly grateful how SimWealth has assisted me change my financial situation.
The service that is being provided by SimWealth is critical. As a young professional trying to accumulate assets and create wealth for my future dependents. It's difficult to make the right decisions, as finances are complex. I am glad to have come across a provider who is here to educate and give me the power to make calculated decisions.
Who would known that financial planning could be this accessible to me. I truly grateful how SimWealth has assisted me change my financial situation.
The service that is being provided by SimWealth is critical. As a young professional trying to accumulate assets and create wealth for my future dependents. It's difficult to make the right decisions, as finances are complex. I am glad to have come across a provider who is here to educate and give me the power to make calculated decisions.
The simple and easy to understand way of working is what attracted me to SimWealth. They treat me like a million bucks and understand what my needs are and work around them to help me achieve my goals. Really happy with their services.
Adapting good spending/financial habits now is an investment that will pay off in the long-run. With SimWealth’s financial coaching and financial planning – the name says it all, you get to realize the nitty-gritty details that can get you the financial freedom you’ve always desired, and for me, these are necessary steps I need to take before I even think of building wealth. With the coaching I’ve received so far, I know it won’t taking me long to start my wealth journey and its all thanks to SimWealth.
Financial Planning has never been this simple. Contact us to have a conversation on how we can assist you with your financial needs.