Our Services
01
FINANCIAL PLANNING
Protecting your income and your family’s financial well-being is a key part of any sound financial plan. We provide tailored risk solutions designed to offer financial security in the event of death, serious illness, disability, or loss of income.
Our risk planning services include:
- Life cover
- Critical illness insurance
- Income protection
- Professional disability benefits
We assess your personal circumstances and financial responsibilities to recommend cover that aligns with your needs and long-term goals, giving you peace of mind that you and your loved ones are protected.
02
ESTATE PLANNING
Estate planning ensures your assets are distributed according to your wishes while minimizing administrative delays and unnecessary costs.
Our estate planning services include:
- Drafting and reviewing wills
- Estate structuring
- Trust planning
- Beneficiary nominations
- Estate duty considerations
- Liquidity planning
We help protect your legacy and provide peace of mind for you and your loved ones.
03
INVESTMENT PLANNING
Building wealth requires a disciplined investment strategy tailored to your goals, time horizon, and tolerance for risk.
We assist clients with:
- Creating diversified investment portfolios
- Retirement investments
- Unit trusts and other investment vehicles
- Offshore investment opportunities
- Ongoing portfolio reviews and performance monitoring
Our goal is to help you grow and preserve your wealth while keeping your investments aligned with your financial objectives.
04
RETIREMENT PLANNING
A comfortable retirement requires careful planning and ongoing management. We help you determine how much you need to retire and develop a strategy to achieve financial independence.
Our retirement planning services cover:
- Retirement needs analysis
- Pension, provident, and retirement annuity planning
- Preservation fund advice
- Income planning for retirement
- Post-retirement investment strategies
Our objective is to help you retire with confidence and maintain your desired lifestyle.
05
EDUCATIONAL PLANNING
Education is one of the most valuable investments you can make in your child’s future. We help you create a structured savings and investment plan to meet future education expenses.
Educational planning includes:
- Estimating future tuition costs
- Setting realistic savings targets
- Choosing appropriate investment solutions
- Reviewing progress regularly
Planning early helps ensure your children have access to the educational opportunities they deserve.
06
SHORT-TERM INSURANCE
Protecting your valuable assets is an essential part of sound financial planning. We provide short-term insurance solutions tailored to your needs.
Cover options include:
- Motor vehicle insurance
- Homeowners and household insurance
- All-risk cover for valuable items
- Commercial insurance
- Liability cover
We compare options and help ensure you have the right protection at competitive premiums.
07
MEDICAL AID & HEALTHCARE PLANNING
Choosing the right healthcare cover is important for your family’s well-being and financial security. We assist with selecting medical aid and related healthcare products suited to your budget and needs.
Our services include:
- Medical aid comparisons
- Gap cover solutions
- Hospital plans
- Review of existing healthcare cover
We help you make informed decisions so you can access quality healthcare with confidence.
08
TAX PLANNING
Effective tax planning can improve cash flow, reduce liabilities, and support long-term wealth creation.
Our tax planning services include:
- Tax-efficient investment strategies
- Retirement contribution planning
- Capital gains tax considerations
- Estate duty planning
- Coordination with your tax practitioner
We work to ensure your financial strategy is structured as efficiently as possible from a tax perspective.
Financial Advice You Can Trust
Why Work With Us
At Geyer Uys Financial Planning, we combine technical expertise with a personal approach. We take the time to understand your needs and develop strategies that help you:
Why Work With Us
Personlized Financial Planning You Can Trust
At Geyer Uys Financial Planning, we provide tailored financial solutions designed around your unique goals and circumstances. With expert advice and ongoing support, we help you make confident decisions for a more secure financial future.
Why Choose Geyer Uys Financial Planning?
Expert Guidance for Every Stage of Life
Whether you are building wealth, planning for retirement, or protecting your family, we offer professional advice and customized strategies to help you achieve your financial goals with confidence and peace of mind.
Your Trusted Financial Planning Partner
Helping You Educate, Plan, Protect and Create
We take a holistic approach to financial planning, combining industry expertise with personalized service to help you build long-term wealth, protect what matters most, and create a lasting financial legacy.
Contact
Get In Touch
Our team at Geyer Uys Financial Planning is ready to assist you with trusted financial guidance and personalized solutions tailored to your needs.
Johannesburg
1 Hinghamfield Office Park, 79 Boeing Road East, Bedfordview, Gauteng
Get In Touch
+27 82 561 0778
hello@geyeruysfinancialplanning.co.za
M-F: 8am-5pm
Capetown
15 Huising Street, Somerset West, Western Cape
Get In Touch
+27 82 561 3336
hello@geyeruysfinancialplanning.co.za
M-F: 8am-5pm