Home | Ananda Van Der Walt | Registered Financial Adviser | Succession Financial Planning | Ceres

Bio

Get to know me

I aspire to offer an experience to all my clients that provides them with the most value. To make this possible, I equip myself with the necessary knowledge and skillset to ensure that your financial plan is relevant, accurate and executable. By doing so, I aim to address all your financial needs independently in one solution through the various products and services that I can offer you. I believe in treating all my clients fairly to ensure that regardless of what may happen, you and your loved ones will achieve economic freedom. You, the client is the cornerstone of my practice and I will continually strive to meet your needs and exceed your expectations.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Fiduciary Services
    • Medical Cover (Referal)
    • GAP Cover (Referal)

Qualifications

Qualifications

  • National Certificate in Wealth Management
  • National Certificate in Financial Services: Wealth Management
  • RFP2
    • RFP1

Interests

Things I like to do

  • Running
  • Cycling

CAMPAIGNS

Discover how we can support you

Achieve financial independence and sustainable wealth with our financial coaching approach

Our team consists of a number of financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge, servicing all financial needs and requirements from a single location. This customised approach takes into consideration the complexity and uniqueness of each client's position and goals, so you can rest assured that your specific financial needs will be catered for.

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