David Jansen - Wealth Planner

August 2024

Get your short term insurance checked and evaluated 🚗🏍️🏭

Let us do the complicated part for you 🏋🏿

Send us your current policy schedule 📄and let's see how we may assist you, either in staying with what you have or showing the value of change. 📊

📞 David Jansen 0825524004
📨 [email protected]

Leave a will not a bill

Good day I'd like to offer my services as an experienced Financial Advisor. No obligation from your side. Even if it's an informative cup of ☕

WILLS not signed or in place
(a big one)⚰️⚱️
RISK benefits not in-line with employment benefits 🗑️🕔
OLD INVESTMENT comparison done & necessary changes made market related. 📊
RETIREMENT provisions increased 📈
TAX FREE inc TAX efficient investments have been taken advantage of 📝
OFFSHORE options explored to diversify portfolios & reduce estate liability 💵
ANNUITY payments were increased due to rise of living expenses 💸
[email protected]

August 2023. The 🌬️ of change

If you want something different.💸📉📊🛟
You go to do something different.🧐
Recognize your strengths 💪🏻 and those around you.🏋️‍♀️
Allow the right people to have an input in your life.
Move forward.🚴🏼‍♀️
Move up 📈

Should you see value in my offering not just to you but for those you care about! 🫂

*David Jansen* Hereford. Financial Advisor

May 2023
Just coming out of worker's day 🤔🧠of the day
Work 🗃️
Its called work ⛏️
You either work🛠️ harder 🆘⚰️
Or you work 🧮 smarter 🧐
I say combine the two 🤯

How long 🤷‍♂️ do you plan to work for your 💰?
Or at what point does your 💵 work for you 🫵

What happens if and when life's 👰🏻 unexpected happens🚑 🛌🏾 and comes your way 👩🏾‍🍼

Leave a will 📝 not a bill 💷 they say!!

⏳ you either have it
Or you don't ⌛
You either have something 📊
Or you got nothing 📉

Further ⁉️ don’t hesitate to give me a call☎️ or just a simple friendly reply 📵
Feel 🆓 to refer me to that guy🕺🏻or girl 💃🏼,family 👪 or friends, should you see the value 💡 in my offering not just to you but also those you care about 🫂 .
We should know more today than yesterday
*David Jansen* Hereford. Financial Advisor.

Happy Freedom Day

Motivation Monday

Drop me a DM let me show you how.

The achievement of growth is in the ability to impact lives. Statistics don't lie.

30 Year's against all odds.

30 Year's of Legacy Creation

Motivation Monday

“There is no passion to be found playing small—in settling for a life that is less than the one you are capable of living.” ― Nelson Mandela

February 2023 is here

Feels like its over already 🤔
Maximize your tax efficiency and SARS annually refund / tax liability.
Great time to take advantage of certain benifits before end February and great time to start 1 March 2023 to get your full 12 month benifit.

Last month's buold up
With financial year end coming up soon. 📊📈📉
Chat with me regarding your tax efficiency through wise investing. 💸 We here to assist and advise.
from knowledge and experience.
*David Jansen* Hereford. Financial Advisor.
[email protected]. www.herefordgroup.co.za

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Motivation Monday

Motivation Monday

An interesting article on our website (www.herefordgroup.co.za) tells us that People who are invested in the right areas with diversity, flexhibility, protection etc. built into their profiles, fare way better in economically tough times than those who are poorly financially structured and possibly have too many eggs in one basket – or too many high-risk areas.

Hereford Group Financial Advisors have assisted thier clients by bieng prepared for all eventualities!

I'd be happy to assist you. Get in touch today.

2023 supporting local.

Starting 2023 on a fresh note. Contact me I'll advise you how.

Tip Tuesday

Before ending 2022 on a high note, why not just check in with me I would love to assist you with an updated year-end review?

Food for thought ,what have you achieved financially over the past year and how will you going forward into 2023?
Talk to me today to experience a high level of professionalism efficiency in executing and assisting you with your unique and specific financial requirements.

Travel safely – and happy holidays!

Motivation Monday

Tip Tuesday

Happy world children's day

Motivation Monday

Happy World Kindness Day

Friday wisdom.

“The greater danger for most of us lies not in setting our aim too high and falling short; but in setting our aim too low, and achieving our mark.” — Michelangelo

Tip Tuesday