"You do not rise to the level of your goals. You fall to the level of your systems"

James Clear in Atomic Habits

About me

I am a dedicated Certified Financial Planner committed to helping you stay super organized with your personal finances by means of a personalised system. Need a quick review on an existing investment due to changes in the economy or market situation? I can also assist on a once off basis or ongoing basis.

I also assist with retirement planning , transfer of Pension and Provident funds, risk planning and budgeting. My main strength is to create easy to follow money systems that will create more confidence in you personal finances.

Located in Johannesburg, South Africa, I have more than 10 years of industry experience and have South African clients based all over the world. Our goal is to make your life easier by handling all your insurance and investment queries efficiently.

I can meet clients online or in person.

My fee structure

Introductory plus follow up meeting

Free

Investment onboarding

No hourly upfront fee (Annual fee on investment)

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Fast and efficient advice. I only needed an adviser`s input on my existing retirement annuity and very happy with her suggestions. Will make use of her services again.

- Derik

Jolandie has played a very important role in advising on where and how to transfer my pension fund money at my resignation. Proper independent and unbiased advice

- Sonja

I was not aware of all the changes in the retirement space in SA and very happy I opted to get independent advice to make double sure I am still on the right path

- Mbali

I needed someone to review my existing policies to check if I am overinsured or underinsured. Turns out I was overinsured and Jolandie advised us on best solution forward that saved my family a ton of money on unnecessary premiums.

Stefan

My wife and I received advice from Jolandie recently and it came out that we need to work on organising and sorting our legal documents to prepare our kids for when we are no longer around. Saving our kids a lot of work by doing it now. Thanks Jolandie

Tunde

Fast and efficient advice. I only needed an adviser`s input on my existing retirement annuity and very happy with her suggestions. Will make use of her services again.

- Derik

Jolandie has played a very important role in advising on where and how to transfer my pension fund money at my resignation. Proper independent and unbiased advice

- Sonja

I was not aware of all the changes in the retirement space in SA and very happy I opted to get independent advice to make double sure I am still on the right path

- Mbali

I needed someone to review my existing policies to check if I am overinsured or underinsured. Turns out I was overinsured and Jolandie advised us on best solution forward that saved my family a ton of money on unnecessary premiums.

Stefan

My wife and I received advice from Jolandie recently and it came out that we need to work on organising and sorting our legal documents to prepare our kids for when we are no longer around. Saving our kids a lot of work by doing it now. Thanks Jolandie

Tunde

Fast and efficient advice. I only needed an adviser`s input on my existing retirement annuity and very happy with her suggestions. Will make use of her services again.

- Derik

Jolandie has played a very important role in advising on where and how to transfer my pension fund money at my resignation. Proper independent and unbiased advice

- Sonja

I was not aware of all the changes in the retirement space in SA and very happy I opted to get independent advice to make double sure I am still on the right path

- Mbali

I needed someone to review my existing policies to check if I am overinsured or underinsured. Turns out I was overinsured and Jolandie advised us on best solution forward that saved my family a ton of money on unnecessary premiums.

Stefan

My wife and I received advice from Jolandie recently and it came out that we need to work on organising and sorting our legal documents to prepare our kids for when we are no longer around. Saving our kids a lot of work by doing it now. Thanks Jolandie

Tunde

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Get in touch

Send Jolandie a message and she will get back to you as soon as she can.