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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.

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How much is enough?

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Live on Expresso

What future do you want?

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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

How much is enough?

READ MORE

Live on Expresso

What future do you want?

READ MORE

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.

Why wait for a better time to start living your greatest life?

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.

VISION

Our vision

To help our clients achieve the future they want by focusing on their goals and aspirations.

MISSION

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.

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.

the_wealth_room_grant_van_zyl

GRANT VAN ZYL

 

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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the_wealth_room_rudi_bouwer

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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the_wealth_room_petro_dorfling

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: linkedin

 

“Live a life that matters.”

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the_wealth_room_tania_nake

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: linkedin

 

“Live life to the fullest.” 

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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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