HOW WE CAN HELP YOU

image

FINANCIAL PLANNING

With your input, we create a financial plan tailored to your specific needs, goals, and dream lifestyle.

LIFESTYLE PLANNING

We act as a sounding board for any life events or transitions you may experience and ensure you stay on track with your long-term financial goals.

image
image

BEHAVIOURAL COACHING

When your emotions begin to overwhelm your financial decisions, we guide you through the turbulence and keep your financial plan secure.

LEARN MORE

ABOUT OUR PROCESS

“When it is obvious that the goals cannot be reached, don’t adjust the goals, adjust the action steps”

– Confucius

Testimonials

What Customers Are Saying

We enjoy working with clients who are willing to make the necessary adjustments to their life and spending habits to ensure they stay on track with their financial plan.

The Impeys

The Impeys are in retirement, and with a little help from Client Care, they were able to consolidate a fragmented plan into a comprehensive lifestyle financial plan.

Through Client Care’s unique process, they were able to focus on what matters to them – their family and travel experiences – and put their trust in Client Care to manage the financial side.

Stratton Stone

Stratton Stone talks about working with Client Care during the process of setting up his business and planning for an amazing family holiday.

Expert People

Get Advice From Expert

Dirk Groeneveld

Certified Financial Planner ®

Alex Blumberg

Certified Financial Planner ®

Ben Charlton

Certified Financial Planner ®

Tshepiso Radebe

Paraplanner

Catherine Brandt

Client Experience Office (CXO)

Zoe Clarke

Senior Client Administrator

Lynda Groeneveld

Accountant | Investec Liaison
Let's Talk

Financial Planning

    Latest News

    Read Latest Updates

    Dirk talks to Moneyweb on what to look for when choosing a financial planner

    Dirk Groenewald, CFP® of Client Care provides clarity in answering these questions: - What should one look...

    THREE THINGS YOU SHOULD KNOW ABOUT FINANCIAL PLANS

    If you’ve ever asked someone whether they have a financial plan and been met with a blank...

    MY FIRST MONTH WORKING AT CLIENT CARE

    Today marks a full month since I first set my foot here at Client Care. Everything was...