Visit website

Investment minimums

>R5m

Bartho de Vries

I am a registered adviser with SFP and have 5 years experience in the advice and insurance industry.

I have 21 years experience in running successful businesses in a number of industries which allows me to view client's portfolios and requirements from a business point of view. This uniquely equips me to assist with tax efficient business structures and investments.

I have managed my own investment portfolio for the last 15 years and have gained experience in structuring these to gain growth and preserve wealth.

My previous business endeavors have allowed me to deal with many insurers and I make it my mission to ensure that you, the client are covered correctly, pay the best premium and most importantly that your claims are paid efficiently.

The relationship I have with all my clients combines integrity, honesty, efficiency and sharing a good bottle of wine.


16 Lower Valley Road, Port Elizabeth Central, Gqeberha, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

bartho@*****************o.za

Reveal contact details

Bartho de Vries

I am a registered adviser with SFP and have 5 years experience in the advice and insurance industry.

I have 21 years experience in running successful businesses in a number of industries which allows me to view client's portfolios and requirements from a business point of view. This uniquely equips me to assist with tax efficient business structures and investments.

I have managed my own investment portfolio for the last 15 years and have gained experience in structuring these to gain growth and preserve wealth.

My previous business endeavors have allowed me to deal with many insurers and I make it my mission to ensure that you, the client are covered correctly, pay the best premium and most importantly that your claims are paid efficiently.

The relationship I have with all my clients combines integrity, honesty, efficiency and sharing a good bottle of wine.

   Visit website

Investment minimums:

>R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

16 Lower Valley Road, Port Elizabeth Central, Gqeberha, South Africa

Get directions

Contact details:

082 XXX XXXX

bartho@*****************o.za

Reveal Contact Details

About

About Succession Financial Planning – Gqeberha

Our purpose is to facilitate the creation of lasting partnerships between clients and advisers, and to ensure that each client achieves financial freedom and wellness regardless of the life stage they find themselves in.

Succession Financial Planning (SFP) was established in 2010 as a proud subsidiary of the Sanlam Group. Today, we are the largest choice insurance brokerage in South Africa with a strong national footprint.

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 ensuring your financial affairs are efficiently structured.

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