Matthew Viljoen - Financial Adviser

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Matthew Viljoen - Financial Adviser, Financial planner, Mossel Bay.

12/09/2023

🌟 Elevate Your Financial Security 🌟

Hello Facebook community! πŸ‘‹
As we navigate life's twists and turns, it's crucial to ensure our financial foundations are rock-solid. Today, I want to emphasize the importance of conducting a thorough review of your portfolio and keeping your Will up-to-date. πŸ“ŠπŸ’Ό

A comprehensive portfolio review helps you adapt to changing circumstances, seize new opportunities, and safeguard what matters most. It's a proactive step towards securing your financial future. πŸ’ͺ✨

Moreover, don't underestimate the power of an updated Will. It ensures your wishes are crystal clear, providing peace of mind for you and your loved ones. πŸ“œπŸ’•

If you're looking for personalized guidance or a fresh perspective on your financial portfolio, don't hesitate to reach out. I'm here to assist you in conducting a thorough profile review from a strategic financial planning angle. Together, we'll fortify your financial security. πŸ’ΌπŸ’Ή

Matthew Viljoen
074 099 8815
[email protected]

Let's make sure your financial future is as bright as it can be! Feel free to message me or connect for a consultation. πŸ“©πŸ€

05/07/2023

πŸ“’ Attention all professionals! πŸ’ΌπŸŒŸ

Are you ready to secure your financial future? πŸ¦πŸ’°
Investing πŸ’Ή, saving for retirement πŸ–οΈπŸŒ΄, building generational wealth 🏰, and having an emergency fund in place β›‘οΈπŸš€ are the keys to financial freedom. And guess what? I'm here to guide you every step of the way! 🀝✨

πŸš€ Imagine waking up every day knowing your money is working for you. Picture a future where you're living comfortably, enjoying the fruits of your labor, and creating a lasting legacy for your loved ones. 🌱🏠
Whether you're just starting your career or well on your way, it's never too early or too late to take control of your financial destiny. 🌟πŸ’ͺ

As a financial advisor, I'm passionate about helping individuals like you create solid financial plans that align with your goals and aspirations. πŸ“ˆπŸ’Ό

Let's make your money work smarter, not harder! Let's explore investment opportunities that can multiply your wealth, establish a rock-solid retirement plan, and ensure your family's financial security for generations to come. 🌟🏦

But it doesn't stop there! We'll also discuss the importance of having an emergency fund in place. Life is full of surprises, and being prepared for the unexpected is a crucial part of a strong financial foundation. πŸ’‘β›‘οΈ

Are you ready to unlock the secrets of financial success? Join me on this exciting journey towards a brighter, more prosperous future. Together, we'll navigate the complexities of the financial world and transform your dreams into a reality. πŸŒ πŸ’Ό

Connect with me today!
Cell: 074 099 8815 or send me an email: [email protected]

And let's start building your financial fortress! 🏰🌟

20/05/2023
14/04/2023

Hey everyone, if you're dreaming of owning a home and considering taking out a bond, I want to remind you of the importance of having life cover in place. Life can be unpredictable, and unexpected events can happen at any time.

Having life cover provides a safety net for your loved ones, ensuring that your bond and any other outstanding debts are covered, and that your family can continue living in the home you worked so hard to provide for them, even if you're no longer around.

Without life cover, your loved ones may be left with the burden of having to continue paying off the bond, or even worse, facing the possibility of losing their home.

So, before taking out a bond, it's crucial to explore your life cover options. As a professional in this field, I can help you navigate the process and find a solution that works for you and your family.

Don't wait until it's too late. Contact me today and let's explore your options together. Owning a home is a dream worth pursuing, and I'm here to help you make that dream a reality, while also ensuring your loved ones are protected.

14/04/2023

Important!!

Hey everyone, I wanted to talk to you about the importance of estate planning, specifically the need for sufficient liquidity in your estate. While creating a Will is a crucial step, it's not enough on its own.

If you don't have enough liquidity in your estate to cover the costs involved upon your death, such as funeral expenses and legal fees, your loved ones may be forced to pay out of pocket or take out loans, adding financial strain to an already difficult time. And if there are liabilities, such as outstanding debts or taxes owed, your assets may be at risk of being seized to cover those costs.

Without proper estate planning and sufficient liquidity, your loved ones may end up in a situation where they're not only grieving your loss, but also struggling to make ends meet.

So, I urge you to take action and make sure your estate has enough liquidity to cover these expenses and liabilities. Talk to me about your options for estate planning and protecting your assets. Don't leave your loved ones with unnecessary financial burden. Let's plan ahead and give them peace of mind.

Matthew Viljoen

074 099 8815

Speak to me today!!!

12/04/2023

As a financial adviser, I'm curious to know: what do you think are the main reasons why some people do not invest? From your experience, what are some common concerns or fears that people have when it comes to investing their money? Do you find that lack of knowledge, fear of losing money, or a combination of factors is the primary reason why some people choose not to invest? What concerns you about investing?

06/04/2023

LinkedIn

03/04/2023

Are you tired of living paycheck to paycheck? Do you want to take control of your financial future and achieve your long-term goals? Look no further than investing. In this article, we'll explore the life-changing advantages of investing, including financial stability, higher returns, personal growth, and making a positive impact on the world. Don't wait to start building your wealth and securing your future – read on to learn more.

LinkedIn

Secure Your Financial Future: Steps to Build Wealth and Protect it in South Africa 23/03/2023

Ready to take control of your financial future? Learn how to build and protect your wealth in South Africa with these essential steps. From setting clear goals to investing wisely, this article will empower you to achieve your dreams.

Secure Your Financial Future: Steps to Build Wealth and Protect it in South Africa Building wealth is something that many of us dream of, but it can feel daunting or even impossible to achieve. However, with the right mindset and strategies, anyone can take steps towards building and protecting their wealth, no matter where they are starting from.

Secure Your Future: The Importance of Voluntary Additional Retirement Savings in South Africa 23/03/2023

Are you ready to retire comfortably? πŸ’°πŸ–οΈ Don't wait until it's too late! Learn how voluntary additional retirement savings can help you secure your future in South Africa πŸ‡ΏπŸ‡¦

Secure Your Future: The Importance of Voluntary Additional Retirement Savings in South Africa Retirement planning is one of the most critical aspects of our financial lives, but it's often overlooked until it's too late. In South Africa, retirement savings are crucial because the state pension is not enough to provide a comfortable lifestyle.

Protect Your Loved Ones and Find Peace of Mind: The Urgency of Severe Illness Cover in Financial Planning 22/02/2023

Are you prepared for the unexpected? In my latest article, I discuss the importance of severe illness cover in financial planning and how it can protect your loved ones and provide peace of mind. Let's start a conversation about securing your future today.

Protect Your Loved Ones and Find Peace of Mind: The Urgency of Severe Illness Cover in Financial Planning Have you ever considered what would happen if you were diagnosed with a severe illness? It's not something we like to think about, but the truth is that it can happen to anyone at any time. And if it does happen, it can have a devastating impact on your finances.

Take Control of Your Financial Future: Protect Your Income with a Personalised Plan Designed by a Trusted Financial Adviser 21/02/2023

Are you unsure about how to best protect your income and secure your financial future? Your income is your most valuable asset, and it's important to have a plan in place to protect it. In my latest article, I share the importance of protecting your income and the benefits of working with a financial adviser to achieve your financial goals. Don't wait, take control of your financial future and protect your income today by reading my latest article!

Take Control of Your Financial Future: Protect Your Income with a Personalised Plan Designed by a Trusted Financial Adviser Your income is perhaps the most valuable asset you have. It's what enables you to pay for your basic needs, to save for your future, and to enjoy the lifestyle you want.

20/02/2023

"Are you prepared for the unexpected? Life can be unpredictable, but life insurance can help provide financial security for your loved ones. Whether you're a new parent, a business owner, or simply looking for peace of mind, life insurance can help protect your family's future. Don't wait until it's too late – contact us today to learn more about how life insurance can help you and your family. "

06/02/2023

If you were to retire comfortably, what would that take? Where is your Pre-retirement funds standing? Would it be enough to buy you that income to sustain your lifestyle? You have to ask yourself these questions! Are you really on the right path, are you able to contribute an extra amount to meet your needs?
Get expert advice and speak to me today. Let me help you review your portfolio and start planning ahead today.

01/02/2023

Let's talk about your options.
Secure your family's future day. Let me take the worry and stress off your shoulders. Have confidence that knowing that your income is protected.
Speak to me today

30/01/2023

Financial Security for your Family. Are your family financially prepared in the event that you pass away?
Are you troubled with the idea of you family living the same lifestyle when you are no longer around?
Secure your families financial security today.

Get peace of mind today.

26/01/2023

Do you have a plan B??
How would it affect you and your family if the unfortunate event happened to you of becoming Disabled? Would it affect your income and lifestyle? Most answers would Yes and Yes. Are you financially prepared for such events? Rehab fees, Renovation fees to your home to make it easier for accessibility, for instance being in a wheel chair? How about your income, would you still be able to generate an income if you are not able to work any more?
Unforeseen events may or may not occur.
The question is are you prepared?
The future is a mystery, make sure you are prepared to face those unfortunate events.

Speak to me today for a free Financial Needs Analysis and let me help you protect your income.

Matthew Viljoen
074 099 8815
[email protected]
Financial Adviser

25/01/2023

Plan ahead and secure your family's financial future.

Contact me today
074 099 8815

17/01/2023

Don't know where to start, or how much you are needing. Are you sure you are on the right path?
Contact me today and let me help you plan the right way that suits your needs.

πŸ’₯Contact me todayπŸ’₯
074 099 8815

16/01/2023

Will your family be able to live the same quality of life, if something ever happened to you?
Get peace of mind and plan ahead for those unexpected events.
Speak to me today and protect your income and your family's future.

Contact me today : 074 099 8815
or Whatsapp me :074 099 8815 to find out more.

πŸ’₯Planning aheadπŸ’₯

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Videos (show all)

Let's talk about your options.Secure your family's future day. Let me take the worry and stress off your shoulders. Have...
Financial Security for your Family. Are your family financially prepared in the event that you pass away?Are you trouble...
Do you have a plan B??How would it affect you and your family if the unfortunate event happened to you of becoming Disab...
Plan ahead and secure your family's financial future.Contact me today074 099 8815

Website

Address

Mossel Bay
6506

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