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Investment minimums

R1m < R5m

Schalk van Niekerk

I’m an independent financial advisor focussing on holistic financial advice. I believe that financial planning has three cornerstones: wealth creation, wealth protection and wealth transfer. It’s as important to protect and transfer wealth efficiently as it is to create wealth.

I specialise in wealth management, investments, offshore investments, retirement planning, estate planning and risk management. I’m a Certified Financial Planner® with an Advanced Postgraduate Diploma in Financial Planning (Investments). I’ve been in the industry since 1996 and am a founding partner and the managing director of Finfocus Financial Planners (Pty) Ltd.

Unit 22, Oewerpark, Rokewood Avenue, Die Boord, Stellenbosch, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

021 XXX XXXX

schalkv***************o.za

Reveal contact details

Schalk van Niekerk

I’m an independent financial advisor focussing on holistic financial advice. I believe that financial planning has three cornerstones: wealth creation, wealth protection and wealth transfer. It’s as important to protect and transfer wealth efficiently as it is to create wealth.

I specialise in wealth management, investments, offshore investments, retirement planning, estate planning and risk management. I’m a Certified Financial Planner® with an Advanced Postgraduate Diploma in Financial Planning (Investments). I’ve been in the industry since 1996 and am a founding partner and the managing director of Finfocus Financial Planners (Pty) Ltd.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Unit 22, Oewerpark, Rokewood Avenue, Die Boord, Stellenbosch, South Africa

Get directions

Contact details:

021 XXX XXXX

schalkv***************o.za

Reveal Contact Details

About

About Finfocus Financial Planners

Finfocus Financial Planners (Pty) Ltd was established in 2003 and we believe in independent advice geared towards our clients’ unique needs and circumstances. Our team is professional and highly qualified, specialising in various financial disciplines. We offer the following services: investment planning and implementation for both local and offshore investments; retirement planning and implementation; estate planning; life, disability and severe illness cover planning and implementation; short-term insurance for both personal and business cover; medical aid; tax planning and advice; business assurance and employee benefits. Finfocus is based in Stellenbosch and we advise clients across South Africa and internationally. We pride ourselves on being a trusted name in the financial services industry and have stood by our clients through various market cycles. Our long-relationships with our clients enable us to help them reach their financial goals.

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 making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.

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.