Simple Wealth is an independent financial planning business helping busy professionals to live the life they want without being anxious about money. We do this by being intimately involved in the financial lives of our clients.
Our vision is to be a trusted partner to 100 families who believe that there is more to life than money.
Through long-term relationships based on mutual trust and respect, we take clients from being overwhelmed about the future to being confident and in control.
Based in Ballito, we serve clients locally and virtually.
A love for business and numbers meant that financial services made an easy career choice for Pierre.
After initially hoping to become an equity analyst, it was only after seeing the power of financial planning to help people live better lives that finance came to life for him.
Frustrated by businesses that manufacture complexity to confuse clients, Pierre is driven by a desire to simplify finance for people who believe that there is more to life than money.
Pierre is a CFA Charterholder and a CFP Professional.
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