PERSONALISED

professional financial planning

I work in Johannesburg providing personalised advice, help and guidance on how to achieve financial freedom, attain your life goals, keep your family safe, and live your best life with peace of mind.

I believe in listening to clients and building long-term relationships, through detailed personalised needs analysis so that your requirements can be optimally fulfilled.

As an independent financial planner you can be assured that I have access to the widest range of suitable solutions for your needs.

Evelyn Herzfeld

Certified Financial Planner®
(082) 689-2091

OUR PROCESS

explore | create | choose

EXPLORING YOU

Most financial plans begin and end with the products. Your plan needs to begin and end... with you.

CREATE CHOICES

Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

CHOOSE

With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

RECOMMENDED BY

hear it from our clients

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SUM WUN ELS

CEO of Walmart

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TESS T. MONIAL

Dentist

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BILL E. VABLES

Foundation Phase Educator

Financial Advice that is tailored
to you and your choices.

CONTACT ME

let's get in touch!

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Keeping it personal.