Financial Advisor in George

Financial Advisor in George, Western Cape

I am Ruan van Aswegen, a qualified financial advisor based in George, the Western Cape of South Africa. I specialize in adding value to my clients existing risk planning and insurance portfolios. I would like to assist in reviewing your existing situation and advise you on its contents, advantages and shortfalls – and if relevant, discuss other options provided by South Africa’s oldest and best known financial planning group.

Financial Services and Retirement Planning in Garden Route

It is extremely important to know what provision you have made and still need to make for the future. This includes:
* Life cover
* Severe illness provision for yourself and your children
* Planning in case of disability
* Short term insurance
* Planning for your children’s education
*Planning for your retirement and savings
Let me assist and advise you in where, how and how much you should save/invest to reach your financial goals. I have many loyal clients which I help with their financial and retirement planning in the Garden Route.

Children’s Education Provider

Planning for your children’s education should be incorporated into your financial planning. Imagine how you great would feel the day when your child decides to become a doctor and you can say “Yes, my child I have made sufficient provision for that”. Contact me for advice on your child’s education provider fund.

Contact me any time to set up a free appointment to discuss your financial planning and provision.

Bonzai Management Services

Bonzai Management Services

Bonzai Management Services CC offers bookkeeping and project management services for clients in the Mossel Bay and George area in the Garden Route.

Bookkeeping and Project Management Services in Mossel Bay

Bonzai Management Services CC was established in 2008 and now also offers Bookkeeping and Project Management Services in Mossel Bay. Hettie Oosthuizen at the head of Bonzai Management Services has the following qualifications: BA, HED (Dip), MAAT (Member of Association of Accounting Technicians) and PMP (Project Management Professional). Bonzai Management Services memberships includes: AAT (Association of Accounting Technicians), PMI (Project Management Institute).

Financial Services and Bookkeepers in the Garden Route

They facilitate affordable financial services including bookkeeping, project support office, project management and office administrative services for individuals or management of trusts, closed corporations, companies, clubs, body corporate etc in the Garden Route. Bonzai Management Services strive to provide a satisfactory customer service on time and within budget to maximize return on investment and timely management decisions via one to one consultations.

SARS and CIPRO Assistance in George

Bonzai Management Services also offers SARS Assistance for individuals and corporate clients in George and surrounding Garden Route towns. This includes VAT, UIF and SDL. They also offer CIPRO assistance.

For contact details click here