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

Words that will make (or cost) you money
Communication around your finances is crucial if you want to be more mindful and intentional around wealth creation. There are some conversations that will help you ascribe meaning to your money, and these should happen early on in your planning process (and regularly thereafter). Then there are conversations that will facilitate the actioning of yourContinue reading
Hold onto your life cover
Sometimes it feels like this conversation is a broken record, constantly going round and around on the same track: people the world over are feeling the financial pinch and tightening belts. It’s not just a local issue, and it’s not a new concern. A few minutes on Instagram or Twitter will reveal just how manyContinue reading
Finding the fungibility in commodities
Depending on your level of investing savvy, you may or may not be comfortable with the term ‘commodities’. As our global systems currently enter one of the toughest times experienced in over a hundred years, you may hear this term bandied about a fair amount. Essentially, commodities are the basic building blocks of the globalContinue reading
Working with different money personalities
As the 2020 global pandemic for COVID-19 becomes forever etched in our history, most of us will remember how the term ‘lockdown’ moved from a novelty to a serious psychological threat. At the point of writing this blog, it’s not clear just how vast and integrated the knock-on effect of lockdown will be, but forContinue reading
Investing amid uncertainty
Anything of any value takes time. Likewise, creating wealth is a long-term process. Well-structured investment strategies have always taken uncertainty into account. Patience, resilience and a robust strategy are imperative to weather the global investment storm that has been raging in recent times. As you embark, or continue, upon your journey to great financial security,Continue reading
A level head saves skewed vision
As Nelson Mandela said, once we’ve climbed a great hill we only find that there are many more hills to climb. When you’re looking up or down the hill, it’s easy to have a skewed vision of what’s really going on. We spend more time going up and down than resting at the top; it’sContinue reading
Avoid these investment decisions
Do you know what’s going to happen in the markets tomorrow? Neither do we! All we know is that the markets are an opportunity to invest our money in helping the economy grow, and watching our money grow with it. That’s a really simplistic view, but it helps us extract our emotional reactions from theContinue reading
Bear Markets vs Bull Markets
When it comes to investing in the markets, the terms bull and bear market are used to describe how stock markets are doing in general. Simply put, are they going up or are they going down? At the same time, because the market is determined by investors’ attitudes, these terms also denote how investors feelContinue reading
Why have the markets taken a knock?
In a nutshell, the markets are driven by business activity which is supported by investor confidence. When businesses have investors, they can grow and create more value, which in turn encourages more investors. When businesses can’t run normally (like in the case of a global pandemic), investors fear they will lose money and pull outContinue reading
Don’t sabotage your future self
Bad market performance, government lockdowns, global epidemics and loadshedding aren’t what threaten our investing and financial behaviour. Our biggest threat is ourselves. Studies have shown that people improve substantially in financial and investment decisions as they get older. When we are young — and perhaps less secure in our financial situation — we have aContinue reading
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Contact Us

Tel: 021 886 9547
Fax: 021 886 4115

Email: info@vanderbylbergh.co.za

110 Dorp Street
Stellenbosch