Investments & financial services

Jan Viljoen

One contact point. Independent advice
Personal Service. Always there for you

Jan

Why choose me

20 Years experience

Operating across South Africa and New Zealand. Internationally accredited to offer you the best service!

Placing Customer First

My passion is to only offer the best for my customers and to be there every step of the way

Best outcome

My strength lies in my ability to source and advise the best possible solution for my customer

Services I offer

Insurance

What is life insurance?
Life Insurance is sometimes used as a general term for all the policies that life insurers offer. To break it down, life insurance comes in many shapes and forms. And here are the most common ones:

  • Life Insurance: sometimes called death benefit
  • Accident Death Insurance: pays a lump sum if you die in an accident
  • Trauma or Critical Illness: pays a lump sum if you are diagnosed with a specific illness
  • Income Protection Insurance: secures a monthly income if you cannot work due to illness or accident
  • Mortgage Protection: pays a tax-free monthly benefit to cover your mortgage

Investments

I assist you in investing offshore. This gives your money the chance to grow outside of the normal spectrum. South Africans keep their money offshore so that they can access a different currency and thus keep their money save from the drop in ZAR. Living outside of South Africa means that you either tie your money to a low yielding bank account or you send it back to South Africa. Our Offshore solution means your money can grow in a First world Currency.

financial advisory

I am do the footwork and heavy lifting for you, while allowing you to be free to do what you love. I see to it that you are protected  in whatever your passion is. Financial Advice is all about drilling down to your core and doing what is the best for you! While you work hard to be the best, I see that you are covered so your legacy can live on.

financial emigration

I use a team to move money overseas to where ever you are. Money can also be paid from anywhere in the world to South Africa. My team in South Africa specializes in getting Reserve Bank Clearance and freeing you from SARS. This will close out your Retirement Annuities making the money available to you. I believe your money must be as free as you are.

KiwiSaver

KiwiSaver is a voluntary savings scheme set up by the NZ government to help New Zealanders save for their retirement. You can choose to contribute 3%, 4% or 8% of your gross (before tax) wage or salary to your KiwiSaver account. Your employer has to contribute as well – at least 3% of your gross salary.

Along with KiwiSaver employer contributions, there’s an annual KiwiSaver government contribution. Your funds are invested on your behalf by the KiwiSaver provider of your choice.

If you don’t choose a provider Inland Revenue will assign you to one of the nine default KiwiSaver schemes.

Mortgages & Short term Insurance

There are many types of mortgages, each with its own interest rate, fees and flexibility. Each of these affect how much the loan costs and how long it will be before it’s paid off. An interest rate can be fixed, floating or a mix of both. And there are different repayment structures to choose from. It’s enough to make anyone’s head spin, so let’s break some of these terms down.
A house is often the biggest purchase of our lives, and a mortgage (also called a home loan) is typically our biggest financial commitment. Choosing the right home loan and repaying it quickly can save thousands of dollars – and free us up to achieve other goals faster! Speak to my team now to see for what you qualify!

What my clients say

Jan absolutely changed my life. From arriving as a new Immigrant in New Zealand he had my back. I was offered Immediate cover and then he secured me affordable Life cover with a great insurance company
Johan
Working with my South African Insurance Jan made sure that I had better NZ cover. The price was great and fitted my budget. From moving my money out of SA to Financial Emigration. He took care of it all.
Martin H
Immigration is a whirlpool of emotions and Jan was there from the start. He helped my whole Family to get insurance. Even cover for the kids for free. Even organized our Wills. Thanks for your positive contribution to my families life
Denise vdM