ABOUT

MyPlan Financial Planning Solutions (PTY) Ltd is a registered financial services provider and established Lifestyle Financial Planning practice. Our qualified planning and support teams provide trusted financial advice and guidance, financial behavioral coaching and support to individuals and corporate clients.

MyPlan advisors’ Peet Liebenberg and Riecus Liebenberg proudly operate as Adviceworx’ Financial Planning Partners.

Rest assured, you will continue to interact with your current team member using the same contact details, at the same physical address.

SOLUTIONS

Expert financial planning for life and business.

We are dedicated to deliver financial planning and advice for the benefit of individuals and their families, graduate professionals, business owners and their employees. We achieve this by providing an integrated financial planning solution structured to appropriately address a myriad of diverse needs, requirements and expectations.

From planning an investment strategy to help achieve your goals; whilst insuring your everyday, to implementing tax efficient structures, a comprehensive estate plan or employee benefits solution for your business – our qualified financial advisers are experts who can help you navigate life’s uncertainties and plan your financial goals.

Investment Planning

Saving and investment planning to help achieve your short, medium and long-term goals.

Retirement Planning

Long-term investment planning, savings preservation and retirement income benefit counselling.

Risk Planning

Planning to protect against unforeseen events like death, disability, critical illness and loss of income.

Healthcare Planning

Medical-Aid, Gap Cover and Healthcare benefit planning to ensure your needs are adequately covered.

Tax Planning

Planning to minimize expenses and optimize returns by maximizing the benefits of tax exemptions and returns.

Trust & Estate Planning

Planning to grow your assets during your lifetime and provide for your loved ones after your death.

Short-term Insurance Planning

Planning to protect your personal possessions and business assets against loss due to damage or theft.

Business Assurance Planning

Buy & Sell Agreements and protection for key personnel ensures business continuity should anything happen.

Employee Benefits Planning

Life, health and income protection help cover employees against risk, and planning for a comfortable retirement.

ADVICEADVICE
CONTACT

Get expert advice

It all starts with a consultation

Articulating your goals, identifying your needs and planning accordingly is an essential part of successful financial planning. For a complete personal needs analysis and financial planning assistance, contact MyPlan today.

[011] 475 0946

08:30 am – 16:30 pm, Monday – Friday