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.
FPS # 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 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.
How we do what we do
We don’t do things the way they’ve always been done. We question, we innovate, we re-invent, we assess, and we always look for better ways of doing things – and we get results.
WE CO-CREATE
Together we co-create your personal financial plan. It’s your life. Your goals. With our expertise. A key aspect of successful financial growth is identifying what wealth means to you and articulating where you want to grow to.
WE STRATEGISE
Every aspect of your life, your wealth vision, goals and all key financial disciplines are crafted to grow within a single, personal plan. Our single-plan, single-view philosophy effectively brings your world together for growth. Innovative, best-practice processes, technology, people and advice means that your plan is always relevant and strategically focused.
WE INTEGRATE
True wealth means complete trust that you can live the life and leave the legacy you want. No matter how complex your portfolio is, we provide the expertise you need to ensure your wealth is always well managed, ready to help you achieve great things.
Who we are
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.
MyPlan advisors’ Peet Liebenberg and Riecus Liebenberg proudly operate as Adviceworx’ Financial Planning Partners.
Who is Adviceworx?
Adviceworx is a well-established network of financial planning practices, centered around preserving and growing clients’ wealth. Following a globally recognised advisory process, backed by state-of-the art technology and tools, ensures optimum outcomes for clients.
What is the purpose of this partnership?
The rationale of our partnership is fundamentally one of service continuity and succession planning, with the specific intention of being able to provide you and your family with peace of mind, now and into the future.
What is the impact on you – our valued client?
We will continue to provide independent and objective financial advice, supported by an even broader range of reputable investment solutions. We look forward to a continued long-term relationship focused on you and your loved one’s financial security through life’s milestones and challenges.
Rest assured that you will continue to interact with your current team members using the same contact details, at the same physical address.
CONTACT ADVICEWORX
Adviceworx is a juristic representative of Acsis Licence Group (FSP 33002) and an authorised Financial Services Provider (FSP 44914). Registration Number: 201301719607
value proposition
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.
