Built for people who take their finances seriously

Whether you're building wealth, planning for retirement, running a business or thinking about your legacy, it helps to have a trusted adviser by your side. Our clients come from all walks of life, but they share one thing in common — they want to make smart decisions with confidence and clarity.

Families looking to balance growth and protection

People nearing or in retirement

Young professionals building wealth

Those planning to pass on their wealth

Business owners needing tailored advice

Investment Planning

Ben and Tara's Story

Co-founders of a design agency, Ben and Tara needed to structure their personal finances while growing their business. We helped them with investment planning, tax strategies, and estate protection — giving them the confidence to focus on what they do best while their wealth works in the background.

Tax Planning

Michael's Story

A 42-year-old architect, Michael knew he was paying more tax than necessary but wasn't sure how to fix it. We optimised his tax efficiency through ISA and pension management, plus restructured his limited company income — saving him thousands each year.

Estate Planning

Evelyn's Story

A 68-year-old widow, Evelyn wanted to ensure her family was properly looked after. We created a comprehensive estate plan including will updates, power of attorney, and lifetime gifting strategies — giving her peace of mind that her wishes would be carried out.

I sleep better at night knowing my family's financial position is secure due to Pierre's advice and proactive management.

Justin Reed

Pierre is a cut above the rest — listens intently and understands the big picture before giving any input. He has helped us get our affairs in order and is excellent at his job.

Dianne Everitt

Working with Simple Wealth has given us real peace of mind when it comes to our finances. They've made everything feel clear, manageable, and tailored to our goals.

Emma Capriati

I have never felt so confident and comfortable with what my investments are doing for me. I highly recommend this company.

Angie Bishop

His advice is always clear, considered, and tailored to my specific goals. I'm always one step ahead with my financial planning.

Dean van der Westhuizen

I am 100% confident that through Simple Wealth my money is in the right place to safely grow.

Sue Batchelor

For the first time, I really understand our finances. He is very good at explaining things in simple terms and has made the process very easy.

Nix Aberdein

You are always calm and patient and take time to make sure that the client knows their options. I highly recommend your services.

Nikki

I have found him to be composed, clear of mind and holds values of integrity and transparency in high regard. Simple Wealth comes highly recommended.

Brent Harris

Working with Pierre has been such a breath of fresh air. He is professional, thorough and efficient and manages to simplify financial jargon to help me make informed decisions.

Bronwyn Reed

I would highly recommend Pierre's services. I really appreciate the simplified process and his clear explanations. The paperwork is also minimised and streamlined.

Justine Van der Westhuizen

Pierre has always had my family's best interest at heart. He is proactive with very sound advice and has always been willing to work around busy schedules.

Morgan Hayes

I would recommend Pierre at Simple Wealth without hesitation. I know he has my best interests at heart. I feel at ease talking to him and he answered them honestly.

Patricia Lacaton

He explained everything to us carefully and is always just a call or email away. We highly recommend Simple Wealth.

Sharon Putensen

Always putting the interests of my family first, in an industry littered with dodgy characters. Pierre is the real deal and a credit to his profession.

Jonathan Thompson

Pierre is very personable and has had our best interest at heart since the beginning. His steadfastness in his strategy is hugely appreciated and gives us peace of mind.

Mark Bester

Pierre has an excellent knowledge and understanding of his field, which helps us to make important decisions with confidence. I highly recommend Simple Wealth.

Amy Hayes

Simple Wealth explained the merits of each investment in a concise and easily understandable manner. Personal attention and advice are a phone call away. Highly recommended.

Paul Bishop

Pierre took a real interest in our overall welfare and offered sound advice and careful thought-through strategies. We have full faith in his confidentiality and integrity.

Sandy Collins

Pierre Taljaard from Simple Wealth has inspired me with confidence about my financial future. I am so grateful to him for the time and effort that went into the presentation.

Sandy Batchelor

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We're invested in your success, so let's get started. A short phone call will give us both a chance to make sure your situation matches our expertise.

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