Investment Planning

We're invested in your success

We build personalised investment strategies that align with your goals, time horizon and attitude to risk. With clear guidance and ongoing support, we help you grow and preserve your wealth with confidence.

Book your free discovery call

You're unsure if your investments are performing well

Without clear benchmarks and reporting, it's hard to know if your money is actually working for you.

You're nervous about market ups and downs

Market volatility can feel alarming without proper guidance and a long-term perspective to stay the course.

You feel you have a lack of time to manage investments

Staying on top of markets, rebalancing portfolios, and making informed decisions takes time you don't have.

You're confused by jargon and complex options

The investment world is full of technical language that makes it hard to feel confident about your choices.

Personalised Investment Strategy

A plan built around your goals and lifestyle — not a generic template applied to everyone.

Clear, Simple Advice

Invest with confidence and without confusion. We explain everything in plain language so you always know what's happening with your money.

Ongoing Portfolio Reviews

Keeping your investments on track over time with regular reviews and proactive adjustments as your life changes.

Smart Diversification

Spreading risk to protect your future. We ensure your portfolio is well-balanced across asset classes and geographies.

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 start by understanding your goals, risk tolerance, and time horizon. From there, we build a diversified portfolio using evidence-based strategies designed to grow steadily over time while managing downside risk.

We conduct formal reviews at least annually, but we monitor your portfolio continuously. If market conditions or your circumstances change, we'll reach out proactively to discuss adjustments.

We don't have a strict minimum. What matters more is your commitment to a long-term strategy. We'll have an honest conversation during the discovery call about whether our services are the right fit for your situation.

Absolutely. Transparency is fundamental to how we work. You'll receive clear reports showing exactly where your money is invested, how it's performing, and why we've made the choices we have.

Yes, this is one of the most common things we help with. We'll review all your existing accounts, assess whether consolidation makes sense, and handle the process for you to simplify your financial life.

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.