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Investment minimums

<R1m

Heinrich Coomans

I have absolute passion for the financial advice industry and strives to add value to each client I works with, not only on a financial level, but also on a personal one. I accomplish this by having a unique and fresh outlook on the financial services industry, finding innovative ways to approach client needs. I specialize in Investments and Estate Planning. I have extensive experience in the Financial Services Industry, including working for industry giants PWC and Sanlam.


22 Murray Street, Nelspruit, Nelspruit

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

084 XXX XXXX

heinric***********o.za

Reveal contact details

Heinrich Coomans

I have absolute passion for the financial advice industry and strives to add value to each client I works with, not only on a financial level, but also on a personal one. I accomplish this by having a unique and fresh outlook on the financial services industry, finding innovative ways to approach client needs. I specialize in Investments and Estate Planning. I have extensive experience in the Financial Services Industry, including working for industry giants PWC and Sanlam.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

22 Murray Street, Nelspruit, Nelspruit

Get directions

Contact details:

084 XXX XXXX

heinric***********o.za

Reveal Contact Details

About

About SPI Wealth

At SPI Wealth, everything we stand for is in our name. The “S” stands for SERVICE. We pledge to deliver a service that is unparalleled. At the center of our name is “P” which stands for PEOPLE, it’s also at the core of our business. Strong and lasting relationships with our clients, our staff, our business partners, and our community, is the reason for our existence. The “I” stands for IMPACT. The focal principal in everything we do, is to have a positive and lasting impact. By the way we are experts in financial planning.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.