As your team of financial coaches, our goal is to ensure you always stay in control of your finances and never your finances in control of you. This is how life-long dreams become everyday reality and a legacy is left behind. With our integrated wealth planning process, we help you understand how much is enough, so you can regain control of your finances and follow your passions.
Contact us
T 021 853 3316
F 021 853 3421
Langenegger Street, Gants Plaza, Strand, 7140
PO Box 5051, Heldervue, 7135
As your team of financial coaches, our goal is to ensure you always stay in control of your finances and never your finances in control of you. This is how life-long dreams become everyday reality and a legacy is left behind. With our integrated wealth planning process, we help you understand how much is enough, so you can regain control of your finances and follow your passions.
Contact us
T 021 853 3316
F 021 853 3421
Langenegger Street, Gants Plaza, Strand, 7140
PO Box 5051, Heldervue, 7135
We won’t focus on telling you what you can’t do. Instead, we’ll help you understand the time implications and sacrifices you’ll need to make in order to do what you want to do. Whatever that is.
Dynamic and passionate about helping you achieve the lifestyle you want, your team of financial coaches are ready to embark on a journey to greatness with you.
Our vision
To help our clients achieve the future they want by focusing on their goals and aspirations.
Our mission
To always act in the best interest of the client and build solid, lasting and mutual relationships with each individual. To be at the top of our game at all times. To continually expose ourselves to the best training and teaching, so we can provide our clients with sound advice backed by knowledge. To stay abreast of the latest financial trends and only partner with the very best service providers.
Dynamic and passionate about helping you achieve the lifestyle you want, your team of financial coaches are ready to embark on a journey to greatness with you.
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GRANT VAN ZYL Certified Financial Planner®
Grant is on a mission to change people’s perception of financial planning. He’s been in the industry for more than a decade and continues to be passionate about creating wealth for his clients. He believes it’s his duty to share his knowledge, so all his clients can reach financial freedom. Investing in the stock market falls under his list of hobbies and he keeps active by getting on his bike or board.
Connect with Grant:
“Build confidence through education.” |
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JONI VILJOEN CHIEF OPERATIONS OFFICER
Joni joined the financial services industry in 2004 and has never looked back. A serial entrepreneur, she thrives on taking something with limited potential and turning it into something with unlimited potential. She heads up operations, which includes marketing, IT, HR, admin, finance, compliance, events and client experiences. Joni finds joy in good food and wine, helping people and spending time with her family.
Connect with Joni:
“Some people see things as they are and ask ‘why?’ I dream things that never were, and ask ‘why not?'” |
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RUDI BOUWER FINANCIAL PLANNER
Rudi has been fortunate to be on the receiving end of sound mentorship. This has served his clients well during his career of almost a decade in the financial services industry. He offers them an experience that not only changes their financial position but also their way of thinking. In a volatile economic environment, he understands the importance of staying focused and knowledgeable. Rudi strives to add value to every step of his clients’ journey towards financial freedom.
Connect with Rudi:
“The greatest gift in life is our relationships. In these connections, we discover our purpose.” |
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PETRO DORFLING ADMIN EXECUTIVE
Petro joined HVZ Financial Consultants, now known as The Wealth Room, in 2000 as a personal assistant. Today she runs the admin department. She loves to work with people, especially if she can help them solve their problems. For her, excellent service is non-negotiable. Outside work she enjoys spending time with her children and Mother Nature. She’s an avid yogi and pilates practitioner.
Connect with Petro:
“Live a life that matters.” |
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TANIA NAKE FRONT DESK MANAGER
After working in hospitality and IT, Tania has found a perfect fit in the financial services industry. Financial problems and their solutions fascinate her and she’s eager to continue learning. Her position entails effective listening – a skill she can claim with pride. Meeting with new people and listening to music count as two of her favourite pastimes.
Connect with Tania:
“Live life to the fullest.” |
Contact us
T 021 853 3316
F 021 853 3421
Langenegger Street, Gants Plaza, Strand, 7140
PO Box 5051, Heldervue, 7135
Hello and welcome!
This is where you’ll improve your financial literacy. I’ll be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABCs: once you have the foundation, you can understand it much better.
Do you want to broaden your mind to business? Then you’ll be interested in my interviews with top South African business men and women. You’ll get a deep insight into what makes them tick.
With more than a decade’s worth of experience in the financial sector, I assure you I have picked up many insights along the way (and I am still learning more). I look forward to sharing these with you on your journey to greatness.
If you have any question, feel free to email me or post a comment. View Video
Grant van Zyl
Certified Financial Planner®
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