GET A HEAD START ON YOUR FINANCES
A financial annual review is an important tool to help you stay in great financial shape.
It can identify potential risks and opportunities, so that you are prepared for whatever life might throw at you.
GET A HEAD START ON YOUR FINANCES
A financial annual review is an important tool to help you stay in great financial shape. It can identify potential risks and opportunities, so that you are prepared for whatever life might throw at you.
GET A HEAD START ON YOUR FINANCES
A financial annual review is an important tool to help you stay in great financial shape. It can identify potential risks and opportunities, so that you are prepared for whatever life might throw at you.
YOUR TIME IS VALUABLE,
I ONLY NEED 3 MINUTES!
Let us focus on the past 12 months! To ensure that your Financial Plan is accurate and relevant, please answer each question carefully. Your responses will be used to review your current Financial Plan. To answer this form, please click on the questions that are applicable to your current circumstances.
YOUR WILL, OR THE LACK OF ONE, CAN CREATE CHAOS!
No one thinks about their Will until it's too late. We want to change that. In my practice, we recognise that taking care of your loved ones often means taking responsibility for those topics you’d rather not think about.
Our goal is to help you live your life in such a way that when you die you leave memories and not unfulfilled dreams for your family.
CLAIM YOUR COMPLIMENTARY WILL, AT NO COST!
Have you had any of these changes in your life, make sure your Will makes provision for these changes!
You got married;
Your family has grown
You have children with special needs;
You got divorced;
You are co-habiting with your life partner;
You have a business or shares in a business;
You have assets or foreign assets
If you are unsure about the legal correctness of your Will, please take advantage of our complimentary Will service.
YOUR WILL, OR THE LACK OF ONE, CAN CREATE CHAOS!
No one thinks about their Will until it's too late. We want to change that. In my practice, we recognise that taking care of your loved ones often means taking responsibility for those topics you’d rather not think about. Our goal is to help you live your life in such a way that when you die you leave memories and not unfulfilled dreams for your family.
YOUR LEGACY MATTERS!
CLAIM YOUR COMPLIMENTARY WILL, AT NO COST!
Have you had any of these changes in your life, make sure your Will makes provision for these changes!
You got married;
Your family has grown and you had more children;
You have children with special needs;
You got divorced;
You are co-habiting with your life partner;
You have a business or shares in a business;
You have assets or foreign assets
If you are unsure about the legal correctness of your Will, please take advantage of our complimentary Will service.
We are here to help you!
We are here to help you!
René Swanepoel
René Swanepoel
Financial Advisor
Financial Advisor
" My goal is to help you get into better financial shape and live a meaningful life. "
" My goal is to help you get into better financial shape and live a meaningful life. "
You want to feel confident that your life, health, and finances are in good hands. With over 30 years’ experience, I offer advice that’s personal, practical, and rooted in long-term relationships. From life cover to healthcare, short-term insurance, banking and retirement planning, I help clients navigate it all always making sure their will is current and their wellbeing is protected. Through Discovery’s integrated financial solution, I bring everything together in one place so you can live well today and feel secure about tomorrow.
You want to feel confident that your life, health, and finances are in good hands. With over 30 years’ experience, I offer advice that’s personal, practical, and rooted in long-term relationships. From life cover to healthcare, short-term insurance, banking and retirement planning, I help clients navigate it all always making sure their will is current and their wellbeing is protected. Through Discovery’s integrated financial solution, I bring everything together in one place so you can live well today and feel secure about tomorrow.
[email protected] | +27877546201 | +27833060810
My Services Include
Individual/
Family Insurance
Business Insurance
Personal Banking
Investment Planning
Short-term Insurance
Fiduciary Services
Health Insurance
Vitality
LET'S TALK
Financial Advisor: René Swanepoel
Land Line: +27877546201
Email: [email protected]
Mobile Number: +27833060810
Request René to give you a call.
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