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Contact information

Contact Number: 012 366 1100 / 012 366 1105
 
Address: 721 Jan Shoba Street, Hillcrest, Pretoria
 
Website: http://www.privatewealth.co.za

About

Francois boasts many years of experience in lifestyle financial planning within the high net worth market and is highly regarded in his field, and the industry. He is a Certified Financial Planner/ CFP® professional and a member of the Financial Planning Institute (FPI) of Southern Africa.

He was one of the top three finalists in the 2016 and 2017 FPI Financial Planner of the Year Competitions.

His qualifications include BA (Law), LLB, MBA, Certificate in Taxation, and an Advanced Post Graduate Diploma in Financial Planning. He is an admitted Attorney of the High Court.

Francois is passionate about his role as a financial coach, as it allows him to help clients to define their lifestyle goals by determining their lifestyle, investment, business and surplus assets. He believes a financial analysis, which consists of financial modelling based on various scenarios, is key to creating a personal lifestyle financial plan, which includes inflation-linked investment strategies and solutions.

Francois’ main focus areas include investment planning, retirement planning, and estate planning.

If you are looking for a partner to help you make the right financial decisions to achieve your desired lifestyle goals over time, contact Francois to help you create a financial plan for your future.

Company Info

At PWM we focus on you and your unique lifestyle goals. For over 17 years, we have provided trusted advice and wealth management solutions to individuals, families and institutions.

Embedding “Treating Client Fairly” (TCF) principles in all aspects of our business is a key strategic focus. We follow the internationally recognised FPI 6-step financial planning process. Our advice includes all aspects of personal financial planning from wealth protection to savings and investments, retirement, tax and estate planning. We have relationships with various product providers and specialist partners including direct share portfolio management (Private Client Securities), fiduciary services (wills, trusts and estates), and short-term insurance.

Our financial planners help you define your lifestyle goals, identify your lifestyle, business and surplus assets and conduct a financial analysis including financial modelling based on various scenarios. They then produce a “living” lifestyle financial plan (reviewed regularly) based on these scenarios and recommended “inflation-plus” targeting strategies and solutions.

If you are looking for a partner to help you create, manage or protect your wealth, PWM would love to guide you on your journey.

Francois ON MONEYWEB  

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Francois's VIEWS  

Choose your financial planner as you would your doctor

9 October 2017    20
When you require professional advice on a serious legal, medical or dental issue (to name but three professions), would you opt to get a less-qualified opinion or solution? Generally, you would seek t ...
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