
Pieter van den Berg
About
Perceptive, detail-oriented, and forward-thinking are just a few words that are most often used to describe Pieter. With more than a decade of experience in the fast-paced financial industry and commercial and corporate banking sector, Pieter has established himself as an innovative financial planner who draws on the vast experience to competently and prudently work with each client to set realistic financial goals, plan towards those goals, and assist in navigating the changing needs and circumstances over time.
Ultimately, putting clients in a better financial position is what drives Pieter’s approach and this is seen in his emphasis on consumer education and understanding of the unique needs of each client. Pieter endeavours to consistently put together the perfect combination of products that will achieve the client’s financial goals; regardless of which phase s/he is in their investment life cycle.
“Life is what happens when you’re busy making other plans.”
Services Offered
Pieter offers advice regarding Personal and Business Financial Planning, which includes all areas of:
- Wealth creation (Retirement Planning and Investments).
- Wealth protection (Risk Benefits and Estate Planning).