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Investment minimums

R1m < R5m

Anneli Snyman

I entered the financial sector in 1985 as part of Santam Bank and then transitioned to Sanlam in 1986. However, in 1995, I chose to venture into the realm of independent advisory services. In fact, I played a pivotal role as a founding member of ACS when it was established in 1997.

With an impressive 36-year journey in this industry, I have honed my skills to become a seasoned financial planner adept in the realms of Managed Investments and comprehensive Financial Planning. My approach emphasises nurturing enduring relationships with clients, who I consider an integral part of the ACS family.

My educational background includes a B.Com degree with a dual focus on Financial Management and Marketing from the University of South Africa. Furthermore, I am a Certified Financial Planner (CFP), a testament to my commitment to excellence, as evidenced by my completion of a Postgraduate Diploma in Financial Planning at the University of the Free State.


The village park, CNR Glenwood, Oberon Avenue, Faerie Glen, Pretoria, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

012 XXX XXXX

anneli@*************o.za

Reveal contact details

Anneli Snyman

I entered the financial sector in 1985 as part of Santam Bank and then transitioned to Sanlam in 1986. However, in 1995, I chose to venture into the realm of independent advisory services. In fact, I played a pivotal role as a founding member of ACS when it was established in 1997.

With an impressive 36-year journey in this industry, I have honed my skills to become a seasoned financial planner adept in the realms of Managed Investments and comprehensive Financial Planning. My approach emphasises nurturing enduring relationships with clients, who I consider an integral part of the ACS family.

My educational background includes a B.Com degree with a dual focus on Financial Management and Marketing from the University of South Africa. Furthermore, I am a Certified Financial Planner (CFP), a testament to my commitment to excellence, as evidenced by my completion of a Postgraduate Diploma in Financial Planning at the University of the Free State.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

The village park, CNR Glenwood, Oberon Avenue, Faerie Glen, Pretoria, South Africa

Get directions

Contact details:

012 XXX XXXX

anneli@*************o.za

Reveal Contact Details

About

About ACS Financial Management

ACS Financial Management (Pty) Ltd (ACS) holds a Category 1 (Advisory) License and operates under the regulation of the Financial Sector Conduct Authority (FSCA) as an authorised Financial Services Provider (FSP).

Our firm has a robust history dating back to 1997, dedicated to serving both business and individual clients from its inception through subsequent generations and successors. At ACS, we offer comprehensive Financial Planning services characterised by a blend of personalisation and practicality.

Our recommendations are strategically oriented towards long-term solutions rather than short-term gains. Central to ACS's investment philosophy is the recognition that an investor's most pivotal choice doesn't solely revolve around investment types, but hinges on their individual circumstances, objectives, and risk tolerance.

Our advice is underpinned by core values of transparency, adaptability, efficiency, and personalised engagement. Within our individual client service framework, we encompass the entirety of personal financial planning. This encompasses everything from formulating budgets and providing investment advice to strategising for retirement, managing risks, and planning estates.

Collaboratively with our clients, we define their objectives and develop robust strategies to realise these ambitions.

Our guiding principle, encapsulated in our motto, is to provide "Solutions with a Difference”.

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.