Welcome to SimWealth. Lets Chat.
Hi, my name is Thandekile, how can I help?
Your goals are important to us. SimWealth prides itself in helping clients reach their financial goals. We work with individuals, families, businesses and institutions—to help build, preserve and manage wealth.
The simplicity of our wealth creation strategy will help you reach the next stage of your financial aspirations. SimWealth was founded to improve the financial landscape for those who want to better their financial situation.
Our personal financial management process is created with you in mind. Through understanding what your goals and needs are, we work hand in hand with you to create a personal financial management plan that will make sure you make the most of the money you create.
Financial planning assists you in making sure that your financial landscape is taken care of. As SimWealth we handle your financial planning so you can take care of other areas of your life and aspire to reach your goals.
Only 6% 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 estate at all stages of your life. We help you create an appropriate estate plan for 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.