About

Sean van Zyl, CFP®

Post Graduate Diploma (Financial Planning), B.Com Honours (Financial Management), Tax Technician (SA), Business Accountant (SA)

  • Certified Financial Planner with the Financial Planning Institute (FPI)
  • Member of the South African Institute of Tax Professionals (SAIT)
  • Business accountant (SA) with South African Institute of Business Accountants
  • Registered tax practitioner with SARS
  • FPI MYMONEY123™ financial literacy workshops facilitator/volunteer
  • HPCSA (Health Professions Council of South Africa), Emergency care practitioner.
  • Member of Unashamedly Ethical

Services include:

  • Tax planning 
  • Investment planning (unit trusts, endowments, international investments, share portfolios, tax free savings)
  • Risk planning: Long term insurance (Life, disability, income protection, illness cover)
  • Estate planning (Local and offshore trust, Wills, Liquidity analysis)
  • Business assurance planning (Buy & Sell insurance, key man insurance, contingency liability)
  • Employee benefits (Pension, provident funds, group life and disability cover)
  • Financial management (Enhancing cash flow management and having more cash available)
  • Retirement planning (Living annuities, retirement annuities, maximise capital growth and preserve capital, tax free savings)

Contact details:

(Telephone) 021 012 5777

Skype: seangvz

(Email) info@seanvanzyl.co.za

(Mobile) 068 175 4156

(WhatsApp/sms) 021 012 5777

 

For bookings, please follow this link to book a date and time: https://outlook.office365.com/owa/calendar/SeanvanZyl@zaomlac.onmicrosoft.com/bookings/

Please follow this link to asset map:

What is Asset Map: https://global.asset-map.com/i/JjpbDqaV

Asset-Map enables you to easily visualise, understand and manage your assets and investment plans.

This all-in-one digital solution gives you the “big picture” perspective of your financial plan laid out on one page.

Explore a new way of engaging with your financial planner through cutting edge technology on any device, anytime, anywhere! Asset-Map, financial planning made simple.