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

ETF not EFF
Not to be confused with the EFF (the South African political party or the lesser-known Electronic Frontier Foundation…), ETFs have been gaining popularity in investment portfolios for about a decade. ETFs (exchange-traded funds) were first developed in the early 1990s by Nathan Most, they offer both retail and institutional investors a great passive investment option.Continue reading
Stay abreast of your healthcare cover
Whilst October is Breast Cancer awareness month, cancer has become a disease that was touted in 2018 as the second leading cause of death. It’s a tragedy that has most likely affected your family, and the families of your friends, colleagues and neighbours. The World Health Organization claims that between 30-50% of cancers can currentlyContinue reading
Markets don’t make you money
Markets don’t make you money; your habits… make you money. As creatures of habit, we ultimately become our own best friend, or our own worst enemy. This is why it’s important to be mindful of how our emotions affect our choices and influence our behaviour. We can remind ourselves of this time and time again,Continue reading
Why hobbies help
Time is our greatest investment opportunity – we should invest the time that we have in a diverse portfolio of activities that will provide us with positive returns. Having a solid routine helps us to squeeze utility out of our time. However, if we get stuck in the same routine for too long it canContinue reading
The impact of the economy on small businesses
In a 2018 article, Tim Davis (President of The UPS Store) said this of small businesses: “Small business is the backbone of the economy. … It’s these businesses that are driving local economies, providing jobs for local residents and impacting key community organizations, through charity and service.” Whilst small businesses are crucial to the infrastructureContinue reading
What did you do with your first paycheck?
One thing we can always know for certain is the past; but with far less certainty, the future, and even ‘later today’… eludes us. Despite knowing this, we often fall into the trap of thinking that we should have done certain things better, because we can see (looking back…) what a difference it would haveContinue reading
Crack the ice ahead of you
Spring is around the corner – bringing newness, freshness and invigoration. After a long winter, it’s easy to find your attitude has iced-over! Here’s how to crack the ice going forward… Remind yourself of the plan and direction you have Without a plan, we are completely lost. Having a solid strategy in place establishes ourContinue reading
Start marketing yourself
Before we can think of saving, spending and investing – we first need to make money. Almost everybody would accept more money if it were offered to them. But, as is often the case in life, we need to put something in to get something out. One of the most effective ways to boost professionalContinue reading
Lessons from the lighthouse
Here’s the thing about the lighthouse – it’s focus is always offshore. At the time of writing this article, the world is still flailing under the storm of the Coronavirus and the conditions have caused us all to rethink many of the foundations in our lives that we once thought secure. Just like the viewContinue reading
Don’t spend based on other people’s income
The practice of storytelling is ubiquitous among cultures all across the globe. Sometimes we seem to forget the power that a story can hold over people. We use stories to make sense of our world and to share that understanding with others. When it comes to something as important as finance it is important thatContinue reading
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Contact Us

Tel: 021 886 9547
Fax: 021 886 4115

Email: info@vanderbylbergh.co.za

110 Dorp Street
Stellenbosch