Risk Planning

Protect what you've worked so hard to build

Life doesn't always go to plan. We help you prepare for the unexpected with a risk strategy that protects your income, your family, and your future — so you're financially secure no matter what life throws at you.

Book your free discovery call

Your family would struggle without your income

If something happened to you, would your loved ones be financially secure? Many people haven't planned for this scenario.

You have no backup if business income stops

As a business owner, your income is directly tied to your ability to work. A gap in earnings could have serious consequences.

You're worried about critical illness or disability

A serious illness can change everything overnight. Proper protection ensures you can focus on recovery, not finances.

You're unsure what insurance you really need

With so many types of cover available, it's hard to know which policies are essential and which are unnecessary.

Protection for life's unexpected moments

We help you identify the biggest financial risks in your life — like illness, loss of income, or death — and put practical safeguards in place.

Cover that works when you need it

We recommend only policies with strong claims records and help you understand what's covered — and what's not — before you commit.

No blind spots, no guesswork

We review what you already have (or think you have) and spot the gaps — so you're not caught out when it matters most.

Adapts as your life changes

As your responsibilities grow — a family, a home, a business — we make sure your protection keeps pace without overcomplicating things.

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 conduct a thorough review of your financial situation, dependants, lifestyle, and obligations. This helps us identify where you're most vulnerable and recommend only the cover that genuinely makes sense for your circumstances.

Absolutely. Many clients come to us with policies they've never reviewed. We'll assess what you already have, check for gaps or overlaps, and make sure your cover is still fit for purpose.

Yes. We're not tied to any product providers, so our recommendations are based solely on what's best for you. We search the whole market to find the right protection at the right price.

Yes, we handle the entire process from start to finish. From sourcing quotes to completing applications and liaising with insurers, we take care of everything so you don't have to.

We work within your budget to prioritise the most critical risks first. It's not about having every policy available — it's about having the right ones in place that provide meaningful protection where it counts.

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.