Discover the benefits of holistic financial planning

Daniel Behm

Registered Financial Adviser

For Android:

1. Launch "Chrome" app.

2. Open the website or web page you want to pin to your home screen.

3. Tap the menu icon (3 dots in upper right- hand corner) and tap Add to homescreen.

4. You'll be able to enter a name for the shortcut and then Chrome will add it to your home screen.

For IOS:

1. Launch Safari on your iPhone or iPad.

2. Navigate to the site that you want to create a Home screen shortcut to.

3. Tap the Share icon (the square with an arrow pointing out of it) at the bottom of the screen.

4. Scroll down to the list of actions and tap Add to Home Screen. (If you don't see the action, scroll to the bottom and tap Edit Actions, then tap Add next to the Add to Home Screen action. After that, you'll be able to select it from the Share Sheet.)

5. Type a name for your site link. This will be the title that appears beneath its icon on your Home screen.

6. Tap Add in the top-right corner of the screen.

Bio

Get to know me

I am a financial adviser based in the small town of Ceres, where I have been dedicated to guiding clients through their financial journeys since 2018. I provide a range of services, including short-term insurance, medical aid, investments, and life policies. I take pride in offering comprehensive, tailored financial advice that meet the needs of individuals and companies, ensuring they have the protection and support necessary to achieve their goals. My approach is centered on building strong, trusting relationships with my clients. I believe that understanding each client's unique circumstances and goals is essential for effective financial planning. By taking the time to listen and assess their needs, I provide strategic guidance that empowers clients to make informed decisions about their financial futures. In addition to my professional pursuits, I have a passion for adventure and take part in adrenaline-filled activities such as dirt bike riding and mountain biking. These hobbies not only provide an outlet for my energy but also build qualities I bring to my work. I also deeply value quality time spent with family and friends, which enriches my life and helps me maintain a balanced perspective.

Services

How I help my clients

Insurance
Short Term Insurance
Fiduciary Services

Medical Cover (Referal)
GAP Cover (Referal)

Interests

Things I like to do

Enduro Dirt Biking
Mountain Biking
Golfing

Tennis

Contact details

BLOGS

Stay informed and empowered

Insurance

Improving both our wealth and well-being

The end-of-year clarity

Monotasking for the win

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Fiduciary Services

Start each day right

Enemy of the estate

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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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