Long term financial growth through sound investments.
Benefits & Features
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- Identify and manage financial risks
- Assist you to get out of debt
- Save or make more money
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- Organise your finances
- Protect you against personal and business risks
- Adopt better financial habits
Fully equipped & certified professionals on your side
We offer a unique and holistic approach to financial planning that will help you reach your personal and business financial goals.
Our qualified team offer a high-level professional service, coordinating all personal and business financial planning services under one roof. We will tailor a financial plan that will best suit your unique lifestyle and needs, pre- and post-retirement.
Our financial coaching model
Step 1: Set Goals for yourself to achieve.
Step 2: We gather the facts.
Step 3: We identify challenges and opportunities.
Step 4: We develop your plan.
Step 5: Implementation of plan.
Step 6: We follow up and review yearly.
Contact
| Guillaume Oberholzer | 028 514 1102 | g@bvsa.co.za |
| Marike de Wet | 028 514 1102 | marikedw@bvsa.co.za |
| Ferdi Jacobs | 021 914 9604 | ferdi@bvsa.co.za |
| Gert Kalis | 021 914 9604 | gert@bvsa.co.za |
| Louis Jonker | 022 482 3838 | louisj@bvsa.co.za |
| Braam Isaacs | 022 482 3838 | braami@bvsa.co.za |
| Llewelyn Lloyd | 022 482 3838 | ll@bvsa.co.za |
| John du Toit | 028 514 1102 | johnd@bvsa.co.za |
