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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

TESS T. MONIAL

Founder of Testy Tastes

Articles

Coffee, makes you think
After owing its name to the mindful Fransciscan monks, the Capuchin friars, many of us overlook our daily cappuccino (or other frothy delight) and how much we spend on these little luxuries in life. One of the best ways to add meaning to our money is to be mindful about how we spend it, andContinue reading
The RA-minder
For many, the way in which we save and invest is not a daily conversation, so it’s easy to forget what we have in place AND WHY we have it in place. Here’s a quick reminder! An RA… or Retirement Annuity is one such product that can often confuse many. RAs have been around forContinue reading
What you need to know about the new ‘expat tax’
One of the hardest aspects of working with tax and tax law is that the rules change slightly every year – making it tricky dice to roll without an expert on your team. There will be a new law soon that legislates how much tax you as a South African must pay on money youContinue reading
Share the love with your wallet
Is it time for some romance without the rands? You can sweep someone off their feet whilst keeping yours on the ground. Valentine’s Day has gained the reputation of being a Hallmark holiday that promotes Lindt rather than love.  Ahead of rushing off to the shops to buy a big bunch of flowers or boxContinue reading
What’s the state of your budget?
Each year we are presented with our president’s State of the Nation address and the finance minister’s budget speech around the same time. The SONA is closely linked to how money is spent; it’s a powerful reminder for us to consider the close link between our lives and our budgets! Good finances begin and endContinue reading
Breathe cleaner air in your home
Here’s all you need to know about houseplants! We live in increasingly polluted environments – both inside and outside! Trees and plants remain the best ‘machines’ for pumping down carbon dioxide and supplying us with clean air. Without good, clean air, we have less energy and are more prone to allergies and poor health. IfContinue reading
Global macro trends for SA investors to watch in 2020
Every investor has their own unique style when it comes to the rigorous decision-making process that goes into what to include in their portfolio and how to weight it. January, with the fresh perspective that comes from a break and a new financial year pending, is often the ideal time to take a look atContinue reading
Four ways to invest differently this year
As much as we dislike the idea of New Year’s resolutions, January can bring with it a welcome burst of drive and energy to try and improve things from the previous year. When it comes to improving your investments, instead of focussing on maximising returns (which is never fully in our control), try focussing onContinue reading
Improve the way you invest for the year
Having an eager desire to achieve more is a key motivator for success. If you want to achieve more in your investing, why not consider setting new wealth goals and not just new health goals for the new year? New and revised goals require a new plan, so for continued success with your investments intoContinue reading
The investors’ tax guide for the 2020 year
In the last few months of the year the personal income tax season hangs over year-end busy-ness like a shroud. Then, the new year begins right away with business’ financial year end looming. The last thing most of us want to think about in January is more tax. But really, January is the best timeContinue reading
1 2 6

Contact Us

Tel: 021 886 9547
Fax: 021 886 4115

Email: info@vanderbylbergh.co.za

110 Dorp Street
Stellenbosch