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The Wealth Room

ABOUT

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.

Your journey
to greatness
starts here.

READ MORE

Live on Expresso

Contact

Contact us

T 021 853 3316
F 021 853 3421

info@thewealthroom.co.za

Langenegger Street, Gants Plaza, Strand, 7140
PO Box 5051, Heldervue, 7135

ABOUT

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.

Your journey
to greatness
starts here.

READ MORE

Live on Expresso

Contact

Contact us

T 021 853 3316
F 021 853 3421

info@thewealthroom.co.za

Langenegger Street, Gants Plaza, Strand, 7140
PO Box 5051, Heldervue, 7135

About
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.
OUR PROMISE TO YOU

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.

Legacy
through
design

 

 

 

SPEAK TO US
WHY

Let’s start with your NEEDS

Your finances are just one part of your journey. Greatness begins with you and your goals.

HOW

Let’s move to our PROCESS

WHAT

Let’s end with your SOLUTION

How do you plan to make a positive impact and leave a legacy? We’ve developed a formula to help you achieve your goals:

 

YOU + YOUR JOURNEY + US +PLAN + ACTION = GREATNESS

Contact us

T 021 853 3316
F 021 853 3421

info@thewealthroom.co.za

Langenegger Street, Gants Plaza, Strand, 7140
PO Box 5051, Heldervue, 7135

OUR TEAM

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.

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: twitter linkedin

 

“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: linkedin

 

“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: linkedin

 

“The greatest gift in life is our relationships. In these connections, we discover our purpose.”

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ELNITA BRUWER

SERVICING TEAM

 

Elnita started in the financial industry in 1993 as a credit controller in the old Boland Bank.  From there she went into the private sector and worked for various industries, as well as for FNB.  In 2012 she began her career as a claims clerk in short term insurance and has never looked back.  Short Term Insurance is now a big passion of hers.  She is currently heading up the Short-Term department and is involved in all New Business aspects of Short Term, by doing quotations, finalizing and activation of quotations/new business, servicing of all the clients on a daily basis, explaining to new clients their policies in detail as well as making sure all compliance is adhered to.  She enjoys spending time with her family and friends and horse riding with her daughter.

 

“When you have nothing left to deliver, your growth demands you give a little more.  This is how greatness is made.”

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KIM DANIELS

SERVICING TEAM AND FRONT HOUSE MANAGER

 

Kim started working as a receptionist at Golf Village, she found the courage and decided to build up her career and became a supervisor at the Golf Village for more than 6 years. She was adventurous and decided to start a new journey with a short-term company where she worked for 10 months and got a golden opportunity in joining The Wealth Room. She loves what she is doing and feels it was the best decision she ever made. She is happy with her new family and couldn’t ask for anything better.

 

“A Journey of a thousand miles begins with a single step.”

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PIETER SLABBERT

PARA-PLANNER AND SOCIAL MEDIA MANAGER

 

Pieter has spent the last three years studying at Stellenbosch University where he graduated with a degree in BCom Investment Management. He joined The Wealth Room team at the beginning of 2019 as a para-planner, and is currently studying for his CFA postgraduate certification and full supervision to become a Financial Advisor.

 

“I fear not the man who has practised 10,000 kicks once, but I fear the man who has practised one kick 10,000 times.” – Bruce Lee

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MECALL ROMAN

SERVICING TEAM

 

Mecall started in the financial industry in 2011 as a PA for a Financial Advisor.  From there she began her journey with The Wealth Room in 2017 and because of her past roles, this helped build her expertise in the health sector. She is currently head of the Health Department and servicing all health clients and is passionate about client service. She enjoys spending time with her son outdoors and enjoys family time.

 

“Success is not final, failure is not fatal, it is the courage to continue that counts.”

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Our Services
Financial goals don’t just happen. You make them happen. But first you have to ask yourself: what future do you want? And do your current spending habits align with your future goals? Whether you have the answers or not, we can help you translate your present into the future you choose.

Contact us

T 021 853 3316
F 021 853 3421

info@thewealthroom.co.za

Langenegger Street, Gants Plaza, Strand, 7140
PO Box 5051, Heldervue, 7135

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We’re located in Gants Plaza

Strand, Langenegger Street

PODCAST: The Investor

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.

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Grant van Zyl

Grant van Zyl

Certified Financial Planner®

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