WHO WE ARE

WHO WE ARE

Financial Planning Professionals

Financial Planning Professionals

Financial Planning Professionals

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

FSP 16891

At MyPlan, we embrace Lifestyle Financial Planning for our clients’ personal and business needs because it’s not about the products, funds or chasing the next best return – but rather, co-creating a financial plan with our clients; and then walking that plan with them, guiding them towards success and supporting them every step of the way.

We achieve this by really getting to know our clients. Only then do we apply the principles of Holistic Financial Planning – Risk Management, Retirement & Estate Planning, Tax Structuring, Investment and Wealth Management.

OUR PHILOSOPHY

Our philosophy in financial planning is to give more because you expect more from us. We will therefore gather all relevant information about your personal financial situation to determine your goals, objectives, time horizon and risk tolerance. We will then develop recommendations for you based on a thorough analysis. In this process we will uphold your best interests by rendering appropriate advice.

Meet Our Team

MyPlan is led by Certified Financial Planners CFP®, Peet and Riecus Liebenberg, assisted by Marieta Liebenberg, Zelda Botha and Karin Rossouw. Together, our qualified planning and support team provides trusted financial advice and guidance, financial behavioral coaching and support to individuals and corporate clients.

PEET LIEBENBERG

Financial Planner CFP®

RIECUS LIEBENBERG

Financial Planner CFP®

MARIETA LIEBENBERG

Office Manager, Assistant

ZELDA BOTHA

Financial Planning Assistant

KARIN ROSSOUW

Financial Planning Assistant

Our Objectives

We are dedicated to assist you, our client, in the process of accumulating real wealth and to guide you in the process of extending it to your employees; your family and loved-ones. We seek to accomplish this through the following key objectives:

PARTNERING WITH YOU

All successful partnerships are built upon trust. As financial planning is a life-long journey, it helps to know that you don’t have to navigate it alone. We strive to serve as trusted guides throughout all stages of your life.

BEING OBJECTIVE

As an independent financial planning practice, we are not bound by any product provider. We remain objective to provide unbiased guidance and advice based on your specific circumstances and individual needs.

FORWARD THINKING

We work with you to anticipate life’s transitions and financially prepare for them. We regularly look forward and create an action plan for life’s inevitable changes.

UNDERSTANDING YOUR PLAN

A good financial plan is one that you understand. Our goal is to provide you with the knowledge, guidance, and resources to help you in your decisions.

ACCOUNTABILITY

We help you set and prioritise your goals and show you the steps needed to achieve those goals. We regularly evaluate your goals with you and review your progress towards achieving them.

STRUCTURING YOUR LIFE

We help you bring order to your financial life – from life’s big decisions and transitions, down to the simple things like a monthly cashflow.