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Submitted URL: https://www.successionwealth.co.za/
Effective URL: https://successionwealth.co.za/
Submission: On May 25 via api from US — Scanned from DE
Effective URL: https://successionwealth.co.za/
Submission: On May 25 via api from US — Scanned from DE
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* Holistic Financial Planning * Our Process * Blog * Contact Select Page * Holistic Financial Planning * Our Process * Blog * Contact BE FREE TO BE THE PERSON YOU WANT TO BE. Holistic Financial Planning NO JOURNEY SHOULD EVER BE TAKEN ALONE. Holistic Financial Planning WHEN YOU DREAM BIG, YOU CAN PLAN BIG. Holistic Financial Planning HAVE ALL YOU NEED TO ENJOY ALL YOU HAVE. Holistic Financial Planning PreviousNext 1234 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. Subscribe to my newsletter CONTACT ME TO ARRANGE A CONSULTATION SIMPLY SELECT A DATE AND TIME BELOW Bartho de Vries Cell: 082 887 4805 Email: bartho@successionfp.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 CONNECT * Follow * Follow * Follow * Follow * Follow 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 Copyright © 2024 Bartho de Vries – Registered Financial Adviser | Design by timslatter.com