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RENIER PIENAAR


FINANCIAL ADVISOR


Office+27124337637

Mobile+27845853593

Emailrenier.pienaar@liblink.co.za

Navigate to Office

IWCP Website

IWCP Careers

What we do for Individuals

Employee Benefit Offering

Financial Wellness Dashboard

Arrange a meeting with me


ABOUT



 

I am a Financial Advisor at Insurance and Wealth Creation Professionals (IWCP)
Jakaranda Branch; an Affiliate of the Liberty Group (FSCA2409). My mission is to
help clients achieve their financial dreams! 

 

I make dreams a reality by making the complex decisions around Financial
Planning simple. The IWCP Client Financial Wellness Dashboard is at the centre
of this process that focuses on Wealth Protection, Wealth Creation, Wealth
Preservation and Estate Planning.  

 

I hope to achieve long-term, mutually beneficial relationships with all my
clients. My support team includes Financial Planning Specialist, Tax Consultant,
Estate Planning Specialist, Corporate Specialist, Investment Specialist and a
strong administration team.

 

Contact me to help you create a personalised Financial Plan, tailored to your
needs, to ensure you are on the road to reaching your financial goals and
dreams!

 




WHAT I DO FOR MY CLIENTS



 

MY CLIENTS ARE AT THE HEART OF WHAT I DO:

 

 

I create value for my clients by following 5 Easy Steps:

 * First, we’ll set financial goals in all areas of our Client Financial
   Wellness Dashboard.
 * Secondly, we’ll prioritise these goals.
 * Thirdly, I’ll be assessing shortfalls/surpluses based on the difference
   between your goals and your existing situation.
 * Fourthly, we’ll implement a plan of action based on your unique
   circumstances.
 * Lastly, we’ll review the action-plan on an on-going basis and make
   adjustments as life happens.

 

I am qualified by Liberty to do comprehensive financial needs analysis on the
Wealth Protection, Wealth Creation, Wealth Preservation and Estate Planning in
order for you to achieve a balanced portfolio. 

 




OUR VALUES



 

 

 

 

 

 

 

 

 


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IWCP is an Affiliate of Liberty Group Limited. Liberty Group Ltd is an
Authorised Financial Services Provider in terms of the FAIS Act (no. 2409).

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