What is a financial GPS?

A financial GPS is a tool that enables you to measure the progress made with achieving your personal and financial objectives.

Our focus

We focus on the development of adaptable strategic plans and the handling of related risks in the achievement of your objectives, ensuring the continuance and seamless transfer of your business or other financial interests to your next of kin or other successors.

Our fields of expertise

• The development and formulation of feasible and practical solutions to achieve your goals within the ambit of the prevailing laws.
• The identification of hazards you are exposed to and the development of processes to mitigate the financial consequences should they occur.
• The development and design of wealth-creating investment strategies aligned with your risk appetite.
• The implementation of suitable and cost-effective solutions.

Independent financial advice

PJ Consult is an independent financial services company, rendering financial, legal and risk management services to our clients. The Financial GPS has been developed to assist us with discharging our responsibilities in advising our clients on our focus areas, i.e. wealth creation, wealth preservation, estate and business planning.

Ideology

We believe in and are committed to providing objective, impartial and independent advice for the benefit of our clients in order to serve and enhance their unique interests. Our commitment to the principles of integrity, trust and transparency underpin our services to our clients and is not negotiable.

Our competencies

We have wisdom, insight, legal and financial competencies at our disposal to effectively assist clients with formulating their objectives, identifying and addressing related risks.

Methodology

Personal contact with clients is of the utmost importance to determine their personal objectives, needs and wishes, and related risks. Each plan is prepared to mirror every client's individuality and uniqueness.

About the Managing Director

Dr Philip van der Walt, the Managing Director, is also a director of Van der Walt & Van Niekerk Attorneys Inc and has attained competencies over several years enabling him to provide specialist professional services to clients.

He has a DCom and BProc degree, as well as a Post-graduate Diploma in Tax Law, is a Certified Financial Planner, and has extensive experience in the financial services industry as cost accountant, legal adviser and senior manager. He is a former director of the Financial Planning Institute of South Africa and the Compliance Institute of South Africa.

Licence

We are licensed in terms of the Financial Advisory and Intermediary Services Act, 2002 to provide financial services.