Estate Planning

Plan your legacy with clarity and care

Estate planning focuses on ensuring loved ones are supported and wealth transfers smoothly, tax-efficiently, and according to your wishes.

Book your free discovery call

Unsure who will inherit what and when

Without a clear plan, there's a risk of confusion, disputes, or your wishes not being followed.

Concerned about your partner's future security

You want to make sure the person closest to you is protected financially, whatever happens.

Concerned about care costs reducing inheritance

Long-term care is expensive and could significantly reduce what you leave behind without proper planning.

Have several pensions without clear beneficiaries

Pensions without nominated beneficiaries can create delays and confusion for your loved ones.

Independent, advice-first approach

Advice shaped by your best interests, not by product commissions or provider relationships.

Clear communication

We make the complicated feel simple, explaining everything in plain English so you understand exactly what's happening.

Personalised planning

Your wishes, your way. We create estate plans that reflect your unique family situation and values.

Ongoing support

Support that evolves with your life. We review and update your plans as circumstances change.

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

We take a holistic view of your estate, considering not just the legal documents but how your entire financial picture fits together. We coordinate with solicitors and accountants to ensure everything is aligned with your wishes.

Estate plans aren't set in stone. We schedule regular reviews and proactively reach out when major life events occur — marriage, divorce, births, property purchases — to ensure your plans stay current.

As much or as little as you'd like. We handle the complexity, but you're always in control of the decisions. We'll present clear options and guide you through each choice at your pace.

We use legitimate strategies including gifting allowances, trust structures, pension nominations, and tax-efficient investment wrappers to ensure as much of your wealth reaches your beneficiaries as possible.

We stay on top of legislative changes and proactively contact you if any changes affect your estate plan. This ongoing monitoring is part of our service, so you're never caught off guard.

Schedule your free discovery call

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.