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Welcome
Welcome to Sean van Zyl & Associates - Your Trusted Partner in Financial Success. Our mission is to empower you with expert financial guidance and solutions tailored to your unique goals.
Feel free to navigate through our website to discover the who we are, and what we have to offer, including out range of services.
Who we are
Sean van Zyl & Associates is a team of certified financial planners of Old Mutual, based in Pinelands, Cape Town, and servicing clients across South Africa. Our team specializes in providing expert financial planning services, including wealth management, pension funds, financial planning, estate planning, short and long-term insurance.
We are committed to providing our clients with the best financial advice and services to help them achieve their financial goals. Our team has years of experience in the financial industry, and we use our expertise to provide personalized solutions to our clients.
Contact us to learn more about how we can help you achieve financial security and success.
Our Services
At Sean van Zyl & Associates, we offer a range of financial planning services to help you achieve your goals. Whether you're planning for retirement, looking to grow your wealth, or protecting your assets, we have the expertise to help you succeed.
Wealth Management
This involves the strategic management and growth of your assets, combining financial planning and investment strategies to achieve your financial goals.
Estate Planning
This is the preparation and management of your assets and affairs to ensure they are distributed according to your wishes after your passing, while minimizing taxes and legal complications.
Pension Funds
With pension funds we provide the oversight and administration of retirement funds, aimed at ensuring individuals have financial security during their retirement years.
Short and Long-Term Insurance
We offer policies that provide financial protection against specific risks or events, such as health issues, accidents, or death, over defined time periods. This is through Old Mutual Limited.
Financial Planning
It is the process of creating a customized roadmap for your financial future, and may involve budgeting, saving, investing, and risk management.
Consulting
This entails working with other experts for advice and analysis to help individuals or businesses make informed financial decisions, optimize strategies, and solve financial challenges.
Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.
Pinewood Park, Rose Innes, Way, Pinelands, Cape Town, 7405,
South Africa
068 175 4156