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.
Services
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).
Customer Reviews
I am writing to express my sincere gratitude for your invaluable assistance and guidance over the past two years, from 2022 to the present. Your expertise as my financial consultant has been instrumental in helping me navigate complex financial matters and achieve my goals.
Initially, I lacked the knowledge and skills to effectively plan my daily activities, let alone manage my finances. However, your comprehensive support and guidance have made a significant difference in my life. You meticulously handled all the arrangements, from funeral planning to investment management, ensuring that every detail was taken care of.
Your consistent communication through daily emails, phone calls, and WhatsApp messages has been invaluable. I am particularly grateful for your unwavering support during challenging times when I felt overwhelmed. You stepped in and took control, providing me with a sense of security and stability.
Even after two years, you continue to be my trusted advisor and go-to person for financial matters. Your dedication and commitment to my success are truly commendable. I appreciate your exceptional service and the positive impact you have had on my financial well-being.
Thank you for all that you do, Pieter. Your contributions to Aluma Capital are invaluable, and I am confident that you will continue to excel and grow in your career.
“Life is what happens when you’re busy making other plans.”
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.
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).
“Life is what happens when you’re busy making other plans.”
Customer Reviews
I am writing to express my sincere gratitude for your invaluable assistance and guidance over the past two years, from 2022 to the present. Your expertise as my financial consultant has been instrumental in helping me navigate complex financial matters and achieve my goals.
Initially, I lacked the knowledge and skills to effectively plan my daily activities, let alone manage my finances. However, your comprehensive support and guidance have made a significant difference in my life. You meticulously handled all the arrangements, from funeral planning to investment management, ensuring that every detail was taken care of.
Your consistent communication through daily emails, phone calls, and WhatsApp messages has been invaluable. I am particularly grateful for your unwavering support during challenging times when I felt overwhelmed. You stepped in and took control, providing me with a sense of security and stability.
Even after two years, you continue to be my trusted advisor and go-to person for financial matters. Your dedication and commitment to my success are truly commendable. I appreciate your exceptional service and the positive impact you have had on my financial well-being.
Thank you for all that you do, Pieter. Your contributions to Aluma Capital are invaluable, and I am confident that you will continue to excel and grow in your career.