Simon Marais

Financial planning is not simply about suggesting products to you and then making a purchase on your behalf. That’s simply product peddling - and that’s not what I do. As a Certified Financial Planner I have a professional imperative and a personal commitment to guide and assist you in your financial journey, and offering you educated, informed and practical financial advice - regardless of the choices you eventually make - is what I’m here for. I will help you plan your financial life… which is essentially cover ALL of your life! Together we will look at, and plan for, your dreams - and disasters that may occur along the way. Your dreams could include retirement, education for yourself or your children, a bucket-list holiday, a house along the coast or investing in your biggest business idea yet! We want to ensure that you have enough money at the right time for when you and your family need it most in order to change your dreams into memories. We can’t predict the disasters, but we can plan for them. This brings balance to your portfolio and wise allocation of your hard-earned money. This plan might include health cover, critical illness, business succession planning and provision, disability cover and life assurance. This planning accounts for the eventuality of you no longer being able to contribute financially for all those who rely on you; your family, your business and your employees. There are so many options here, but the end goal is to ensure that your loved ones have the money available to them to maintain their current standard of living - giving you peace-of-mind to heal and regain your strength (in the case of disability or critical illness). No matter how big or small your business is, I can provide a correctly planned and structured solution. Special areas of expertise: • Employee benefits • Partnership assurance • Life cover • Disability planning • Dread disease (critical illness) cover • Pre-and post retirement planning.