Our Financial Planning Services

At Moureau & van Deventer we understand that living life in the present is just as important as planning for the future. We also recognize that balance is all about maintaining the lifestyle you work hard for while ensuring that your future is financially secure.

That is why we offer comprehensive financial planning strategies for every stage of your life and/or business, including general financial planning, estate planning, as well as wills and trust services.

What We Offer

We offer comprehensive personal and business financial planning services, including:

Retirement planning – disciplined investment programmes that ensure comfortable living in later years.

Investment planning – competitive, diversified onshore and offshore investment portfolios.

Estate planning – structured wills and estates that ensure equitable wealth distribution and limit the amount of tax payable.

Risk Management – measures that safeguard your and your family's futures, ensuring peace of mind.

Business financial planning – death and disability benefits for shareholders, partners and key employees.

Why choose Moureau & van Deventer?

Our approach to planning is about tailoring our solutions to suit your requirements. Your financial plan is designed around your personal goals for the future.

We will assess your situation individually and work closely with your financial situation

Achieve your goals by drawing on a personal financial planning service that is tailored to your needs.

Building a plan for you

Planning your financial future is important for your security and peace of mind. Whether building a financial plan with you from the start, or reviewing your arrangements, we can give you expert and impartial advice that can help you meet your goals.

Comprehensive advice

Receive unbiased, independent and unrestricted advice and recommendations. These are based solely on what's best for you, looking at the whole of the market.

Independent Financial Review

The first step to realising your long and short-term financial ambitions is to take stock of your situation. We can help you carry out a full review of your finances, before creating a personal financial plan to achieve your life goals.

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