” Lifestyle Financial Planning means putting our clients, their goals, dreams and vision for their future at the heart of what we do. “

MyPlan FPS – Financial Planning Solutions (PTY) Ltd – is a registered financial services provider, specialising in the provision of Lifestyle Financial Planning and Wealth Management.

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. It’s about you, the client.

Lifestyle financial planning is about 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, Estate and Retirement Planning, 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.

OUR OBJECTIVE

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.

MEET OUR TEAM

MyPlan is led by Peet and Riecus Liebenberg – both certified financial planners, and assisted by Marieta Liebenberg, Zelda Botha, Karin Rossouw and Annet Vermaak.