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 * Holistic Financial Planning
 * Our Process
 * Blog
 * Contact

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 * Holistic Financial Planning
 * Our Process
 * Blog
 * Contact

creating lasting partnerships


HOLISTIC


FINANCIAL PLANNING



There are some questions that Google can’t answer. But more importantly – there
are some things that Google can’t ask you! With the increasing automation around
us, we need to choose to have people in our lives who build relationships of
trust and can help us ask the right questions about our futures.

As a financial advisor – this is what I’m good at. It’s not about what financial
products you choose, or what investment vehicles you select; it’s about why you
make those choices, and knowing exactly what choices may serve you and your
family best.

Let’s ask those questions together.




BARTHO DE VRIES

Registered Financial Advisor

Succession Financial Planning strives to be a world-class brokerage that focuses
on providing clients with holistic financial planning services and advice across
the broad spectrum of life insurance, investments, employee benefits, short-term
insurance and healthcare.


OUR PROCESS


EXPLORE | CREATE | CHOOSE




EXPLORING YOU

Most financial plans begin and end with the products. Your plan needs to begin
and end… with you.



CREATE CHOICES

Having asked the right questions about your life, we will research and create
the financial choices that you can choose to best suit you.



CHOOSE

With a clear understanding of who you are, and what you want, you can make
powerful and informed choices.



REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too.
We can review your plan and enhance it when needed by exploring, creating and
choosing.


MY LATEST BLOGS


ADDING CONTEXT TO YOUR CHOICES


View all Blogs

Financial Advice that is tailored
to you and your choices.


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CONTACT ME


TO ARRANGE A CONSULTATION SIMPLY SELECT A DATE AND TIME BELOW



Bartho de Vries

Cell: 082 887 4805
Email: bartho@successionwealth.co.za

WhatsApp Me

Scan the QR Code if you would like to build your own asset map




BOOK A MEETING


LET’S GET TOGETHER AND DISCUSS YOUR FUTURE WEALTH





CONTACT

Cell: 082 887 4805
Email: bartho@successionwealth.co.za

Address:
16 Lower Valley Road,
South End,
Gqeberha


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DISCLAIMER

Any and all comments and opinions in this website constitute comment and opinion
only and does not in any way constitute personal financial advice. Please
contact me should you need to meet and receive personal financial advice.

Succession Financial Planning Advisory Services (Pty) Ltd An Authorized
Financial Services Provider | FSP 41158

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