OUR STORY
We form long-lasting relationships with our clients and tailor financial plans according to their individual lifestyle goals.
Client Care was founded by Dirk Groeneveld in 2002 and focuses on lifestyle financial planning. Dirk’s passion for helping others with their life-plan has resulted in a business that aims to educate as well as advise.
We form long-lasting relationships with our clients and take the time to get to know them on a personal level. From favourite holiday destinations to the dreams you have for your golden years, we gain insight into your goals and work with you to tailor a financial plan to suit your individual lifestyle needs.
Client Care will always provide real and honest advice – no sugar-coating here. We believe that your financial freedom depends on making the right financial decisions every time and we are here to coach you through the hard times.
Our comprehensive plans include risk exposure, i.e.: life and disability, income and investment structuring, estate planning, tax, wills, trusts – whatever your needs, we take care of the financial side and administrative burdens so that you can live your dreams.
OUR WHY
We are qualified, client-centered lifestyle financial planners committed to creating sustainable plans which are personally tailored. We enable our clients to live their dream lifestyle through careful planning and coaching.
WHAT WE CAN DO:
Clarify and achieve your hopes and dreams
Our process takes you through a discovery meeting where we get to know you and your personal motivators
Provide an easily understandable financial plan
We work with you to outline a road map to your personal financial freedom that you can follow
Coach and educate you on the right financial decisions
We help you cut through the noise and differentiate between what’s important and what isn’t
Be there when you need us
Our team provides a sounding board for all of life’s unexpected moments and keep you on track with your financial plan
Manage all your financial needs under one roof
Allow us to help you manage all aspects of your financial life, from retirement planning to wills, and everything in between
Give clarity on how to build wealth
Our team will guide you towards the life you want through a tailor-made financial plan
Be there during major (or minor) life decisions
We build lasting relationships with our clients and will be with you every step of the way
Manage your money the same way we do ours
With integrity, care, and comprehension, we will never allow you to do anything that we wouldn’t do ourselves
WHAT WE CAN’T DO:
Predict what will happen in the markets
We don’t have a crystal ball and we are not asset managers, instead we work with asset management teams who understand the specific long-term returns our clients need
Make your plan work without your commitment
Your financial plan will only be successful with you taking the agreed actions
Promise high returns with low volatility
Asset classes which deliver strong long-term returns will have short-term volatility
Allow you to do things we wouldn’t do ourselves
We manage your finances with care and integrity, as we would our own
Manage investments without a comprehensive financial plan
Client Care offer full service lifestyle financial planning, your investments should form part of a comprehensive plan
Time the market or pick the hottest investment – we play the long game
We play the long game – it’s time in the market that counts, gamblers seldom win in the long-run
Dirk Groeneveld
Certified Financial Planner ®
Alex Blumberg
Certified Financial Planner ®
Frank Harpur
Short-Term Insurance Division
Ben Charlton
Certified Financial Planner ®
Zoe Clarke
Senior Client Administrator
Lynda Groeneveld
Accountant
