Grace Van Zyl Email and Phone Number
Grace Van Zyl work email
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Grace Van Zyl personal email
Licenced Independent Fee Based Financial Planner practising as a Lifestyle Financial Strategist. We have been in the Financial Services Industry since 2002. I am currently busy with my post graduate diploma in financial planning. We work with many high net worth individuals helping them to turn their dreams into reality.Our approach is to provide the correct framework to make informed decisions, thereby giving our clients peace of mind. We provide Holistic Financial Planning, Estate Planning, Debt Management, Retirement Planning, Tax Planning, Goal Setting (short, medium and long term financial goals), Investment Planning, Setting up and administration of trusts, drafting will and winding up of estates.
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Financial Life Strategist And Strategic PartnerApio WealthJohannesburg, Gp, Za
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Financial Life Strategist/Strategic PartnerApio Wealth Nov 2022 - PresentBenoni, Gauteng, South Africa
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Founder/OwnerFinancial Savvy Network May 2017 - PresentSouth Africa
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Financial Life StrategistAspire Wealth Aug 2011 - PresentJohannesburg Area, South Africa -
Founder/Managing Director/Financial Life StrategistAspire Wealth Aug 2011 - PresentJohannesburg Area, South AfricaBy providing you with the correct framework to making decisions as well as sound advice, exceptional service and reliable people we will guide you into achieving your lifestyle goals and aspirations.Lifestyle financial planning does not only focus on your money, but rather what your money is required to do for you based on your needs, goals and lifestyle aspirations. Lifestyle financial planning will help you determine “How much is enough” thereby creating a balance between your money, lifestyle and the things you would like to enjoy in life.“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework” (Warren Buffet)As your financial life coach, we are able to guide and provide you with the correct framework in making decisions regarding your wealth and lifestyle. In so doing you will gain security, peace of mind and freedom of choice. Along with freedom of choice you are able to “Choose the life you want to live” and make it happen!
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Founder/CeoYour Legacy (Pty) Ltd Jan 2015 - PresentSouth Africa -
Financial Life CoachBas4 Financial Services Mar 2010 - Aug 2011Business PartnerCore focus: Lifestyle Financial Planning and Financial Life Coaching.
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Executive Financial PlannerFinlink Feb 2004 - Jun 2010We guide the Lifestyle aspirations of our clients by implementing wealth strategies.We achieve the above by providing holistic lifestyle financial planning. It begins with L·I·F·E, an objective financial appraisal of your current situation. Once your future goals, dreams and aspirations are determined, you are guided to attain the lifestyle you want whilst maintaining the standard of living you desire.Your L·I·F·Ebook®, while giving you an awareness of your situation, will enable you to make sound decisions regarding your financial needs and lifestyle goals.The Meaning of L·I·F·E(Lifetime Integrated Financial Evaluation®)LIFETIME—Financial planning is ongoing throughout your lifetimeINTEGRATED—Everything you own and participate in is accounted forFINANCIAL—Planning your finances for the present and futureEVALUATION—Evaluation of your present and future needs
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National Financial ManagerOne Logix Group Oct 2000 - Oct 2003All aspects of financial management of 5 branches and head office of courier company. General management of 50 personnel, call centre, costing, debtors, creditors and admin.
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OwnerClac Accounting/Clac Personnel Jan 1992 - Oct 1999Bookeeping services and trainingPersonnel recruitment and placements, life skills training, computer training, motivational speaker
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National Credit ManagerPg Glass Dec 1989 - Dec 1991Full credit management function for 23 branches
Grace Van Zyl Skills
Grace Van Zyl Education Details
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Milpark Business SchoolNational Certificate In Financial Planning -
Milpark Business SchoolCertificate In Financial Planning
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Financial Planning InstituteRfp1 And Rfp2
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Marais Viljoen Technical HighMatric
Frequently Asked Questions about Grace Van Zyl
What company does Grace Van Zyl work for?
Grace Van Zyl works for Apio Wealth
What is Grace Van Zyl's role at the current company?
Grace Van Zyl's current role is Financial Life Strategist and Strategic Partner.
What is Grace Van Zyl's email address?
Grace Van Zyl's email address is gr****@****h.co.za
What schools did Grace Van Zyl attend?
Grace Van Zyl attended Milpark Business School, Milpark Business School, Financial Planning Institute, Marais Viljoen Technical High.
What are some of Grace Van Zyl's interests?
Grace Van Zyl has interest in Social Services, Children, Economic Empowerment, Environment, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights.
What skills is Grace Van Zyl known for?
Grace Van Zyl has skills like Strategic Financial Planning, Risk Management, Business Planning, Mutual Funds, Wealth, Financial Planning, Wealth Management, Retirement Planning, Investments, Portfolio Management, Asset Management, Financial Planners.
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