Personal & Professional

We know our clients • We know our industry

Christo Botha

Financial Planner
CERTIFIED FINANCIAL PLANNER®

Jaap Roux

Managing Director
CERTIFIED FINANCIAL PLANNER®

Laurentius Van Den Worm

Financial Planner
CERTIFIED FINANCIAL PLANNER®

Willem Van Der Merwe

Financial Planner
CERTIFIED FINANCIAL PLANNER®

Dürr Steenkamp

Financial Planner-in-Training

We keep our team small so that we can engage with you on a personal level without compromising our level of expertise or the quality of advice we give.

We embrace technology so that we can innovatively anticipate your needs; researching, communicating and providing advice around financial planning, investment decisions and short term insurance that is always up-to-date and in your best interests.

Deeper Values

Your true value is not simply the value of your current possessions or position; it’s about a journey of growth. Our financial planning journey with you is focussed on helping you make better decisions to keep growing! We continuously strive to create an environment of prosperity.

Helping our clients define meaning for their money

Plan & Protect

• that which means the most to you •

Financial Planning

Your life is under constant change - financial planning helps you plan for, and protect, each season of life. We are qualified and licensed to independently advise you on the best possible solutions.

Investment management

We provide comprehensive solutions that are diversified and closely monitored in line with your unique profile. This is updated as the investment environment or your objectives change.

Short Term Insurance

Risk is part of every human endeavour, but vulnerabilities can be reduced with a well-structured insurance portfolio. We understand and assist individuals as well as business entities.

Our Framework

We have built our own models and tools, upon tested and validated methodologies, to deliver an uncompromising level of service that keeps us independent of products and product provider agendas and enables us to focus on helping you define meaning for your money.

Helping Your Business

We are committed to helping your business grow;
empowering you to reach your goals and build into our community.

Testimonials

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TESS T. MONIAL

Founder of Testy Tastes

Articles

Taking stock and talking stocks
Anyone with a mediocre knowledge of investing will be familiar with the term “stock”.  But few people are aware that there common stocks and preferred stocks. And they’re fundamentally different. Stocks have been traded for over 400 years – the first common stocks were made available in 1602 through the Dutch East India Company. TheyContinue reading
Three ways to survive a bear market
What do you do when a bear attacks? For many of us, we don’t live near any bears, so we’re likely to be unprepared. When it comes to a bear market, the situation is not too different. No one can predict a bear market, and for some it’s not even easy to recognise when aContinue reading
Planning reduces anxiety
We don’t plan because we fear the future. We plan because we realize we can enjoy today more by reducing the anxiety of tomorrow.  Most people accept that planning offers us a detailed proposal for doing or achieving something. When we plan, we map out the possible steps of our ideal life journey before takingContinue reading
One of the worst things to plan for…
In Western culture we have become very detached from the cycle of life and death. Only those who work in specific industries will be accustomed to the fragility of life, but for most of us it’s something that will happen in the unforeseen future, so we try not to engage with it too often. TheContinue reading
What lockdown taught us about wills
When lockdown happened, it happened fast. For some, there were only a few days to prepare for an indeterminate time of severe restrictions. For others, they had more to do and less time in which to do it. Travellers were stuck abroad in foreign countries and had to follow equally foreign regulations. At times likeContinue reading
Anxiety and our money
Most of us would gladly jump at the opportunity to have more money. Very few people are likely to say that they would prefer to have less money… One reason for this is that we can see how our future life and our current financial status are linked. And this leads to anxiety when thinkingContinue reading
Let food be thy medicine
…and medicine be thy food. Hippocrates adopted this philosophy around 2400 years ago! Before fad diets and modern medicine, he recognised that food has the ability to keep us strong and healthy – both physically and mentally. A nutritious diet is fundamental to maintaining good health and well-being.  Just remember that eating healthy isn’t justContinue reading
The next best thing for investors…
Ray Dalio is an American billionaire hedge fund manager and philanthropist who has served as co-chief investment officer of Bridgewater Associates since 1985. As a thought leader and industry pioneer, he also founded the world’s largest hedge fund and firmly advocates that “diversification is a wonderful, mechanical, good way to reduce risk without reducing expectedContinue reading
Who wants to save more?
This is not such an easy question to answer. Many of us may shoot up our hands, quickly realizing that what follows is a tough call-to-action: “Then start saving!” So we shrivel back and think we’ll rather start saving next month, or when we get our next increase. Others, already encumbered with tough monthly expenses,Continue reading
Why Mental Health needs our attention
The journey of developing your life can be challenging on your mind and overall well-being. Prioritizing mental health can help us build the resilience we need to find fulfillment at work and in our personal relationships.  Often we focus on physical health and the list of things we want to accomplish. It’s important to rememberContinue reading
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Contact Us

Tel: 021 886 9547
Fax: 021 886 4115

Email: info@vanderbylbergh.co.za

110 Dorp Street
Stellenbosch