1. PROFILE
MyPlan FPS group focuses on 3 financial services areas:-
o Corporate and business financial planning, incorporating:
Business assurance
Succession planning
Employee benefits and group schemes, i.e.
Medical schemes
Retirement funding
Group risk cover
o Personal financial planning, incorporating:
Retirement and risk planning
Wealth management
Estate planning
o Short term insurance planning
The team
Our team consists of Jan Vermaak, Peet Liebenberg, Marieta Liebenberg,
Riecus Liebenberg and Vincent Liebenberg, assisted by Lynn Dixon, Zelda
Botha and Karin Rossouw.
2. Peet Liebenberg is a Certified Financial Planner - CFP®. Peet has a
passion for financial planning in the professional and business markets.
Peet joined the financial services industry in 1986 and specialises in
employee benefits and employer group solutions.
Jan Vermaak is a Financial Services Advisor - FSA™ and is an admitted
attorney. Jan joined the industry in 1993. Jan has a passion for business
assurance and estate planning. Jan also practices Fiduciary Law under the
name Jan Vermaak Attorneys.
3. Riecus Liebenberg is a Registered Financial Planner™. He joined the
industry in 2006 as a personal financial planner focusing on financial risk
management and wealth creation.
Vincent Liebenberg is a Candidate Financial Planner working under
supervision. He joined the industry in 2015. His passion is to make a real
difference in his client’s lives. He moved to financial planning from a
successful career in engineering and plans to focus on personal financial
risk management and wealth creation.
4. Our mission and objective:
To assist you, our client, in the process of accumulating real wealth, and to guide
you in the process of enjoying maximum fruits thereof, extending it to your
employees, your family and loved-ones from cradle to grave and beyond – hence
our motto:
Expect more !!
Our strategic partners offer our clients with direct access to expert legal and
accounting practices:
Jan Vermaak Attorneys:
This boutique legal practice specializes in Fiduciary law, including estate
planning, trust planning and administration and winding up of deceased estates.
The practice is complimented by Karin who is a BCom Law graduate.
Van de Beek & Boer accountants:
This firm has a broad client base and wide ranging expertise in both individual
and corporate accounting. They are able to handle from the most basic of
accounting needs up to that which is required in very complex company and trust
structures.
We invite you to put our team and our motto to the test – contact us at :
Expectmore@myplan.co.za
Please visit our website:
www.myplan.co.za
Or like us on Facebook
Directors: P.W. Liebenberg CFP® J.H. Vermaak B Proc FSATM
Registered FSP - FSB License No. 16891, Registration No. 2002/029616/07 VAT Registration No. 4080215389
B2 White Thorn office park, 606 Kudu Avenue, Allens Nek, Roodepoort P O Box 2416, Wilropark, 1731
Tel: +2711-475-0946; Fax: +2786-502-2473 expectmore@myplan.co.za