“Sean has helped me with my financial planning and taxes for many years. He has always been professional, personable and gone the extra mile. I highly recommend his services.”
Gary S.
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Certified Financial Planner® · South Africa
We provide bespoke wealth management and retirement strategies to help you achieve your most important life goals.
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Our mission is to build lasting relationships based on trust, transparency, and a deep understanding of what matters most to you.
To empower you with the knowledge and strategies needed to make informed financial decisions, achieve your life goals, and build a lasting legacy for your family.Meet the Full Team
Client Reviews
5.0 Rated on Google
9 reviews
“Very happy with the prompt and professional assistance received regarding my tax returns. Would highly recommend.”
Colleen K.
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“Thank you Sean and his brilliant support staff, my Tax profile was a mess and I got an sms stating I owed them money. I reached out to Sean and in a matter of days I got a refund from SARS. Thank you for your brilliant service.”
Alex C.
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“I had been involved in a hit and run and my car was damaged. I was referred to Timeka who has excellent service by the way and super friendly. She helped me get the claim sorted with the insurance and was quick and efficient.”
Tyler K.
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“Sean van Zyl provided outstanding service throughout our medical insurance claim. His friendly demeanor, helpfulness and constant availability made the process smooth and stress free. Highly recommend his services!”
Shane K.
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“As a financial planner and advisor Mr. Sean van Zyl is highly skilled, professional and his client service outstanding. He really goes the extra mile to give guidance and advise as to ensure that I as the client are able to make sound decisions.”
Amanda S.
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“Sean is very friendly and helpful. He explains everything thoroughly and has a kind demeanour. It's a pleasure to be his client.”
Tiffany J.
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“Thank you, Sean, for always providing me with 5 star service. Your support staff's quick and friendly replies to my emails are highly appreciated.”
Trevor A.
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“Sean has been my broker, as well as for some friends and family, for many years. He's honest, knowledgeable, and always ready to assist. I highly recommend him to anyone in need of financial and insurance management.”
John A.
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Free Download
The Family Guide to
Budgeting and Finance
Written by Sean van Zyl, CFP® - a practical, easy-to-follow guide for South African households who want better control over cash flow, less debt strain and stronger long-term planning.
- The Family Money Map - See where money is really going before you make decisions.
- The Four-Bucket Household Budget - Sort spending into Core Expenses, Nice-to-Haves, Utter Luxury and Dead Expenses.
- The Household Safety Reserve - Separate everyday shocks from larger emergencies.
- Debt clean-up without drama - Choose a paydown approach that suits either momentum or maths.
- Tax-smart saving and investing - Use your TFSA and retirement deduction rules properly.
- Two-pot reality check - Understand the access rules, the tax, and the trade-offs.
- Education and retirement priorities - Plan for children without wrecking your own future.
- The Family Continuity File - Know which documents your family should be able to find quickly.
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By Sean van Zyl, CFP®
SVZ AND ASSOCIATES
The Family Guide to
Budgeting and Finance
Bring more structure, clarity and calm to your family finances.
Simple budgeting tools for real SA families
Tax-smart pointers for the 2026/27 year of assessment
Clear guidance on debt, two-pot decisions and protection
8 practical chapters - written in plain English
Old Mutual Personal Financial Advice · FSP No. 703
Plan and Calculate
Interactive Investment Tool
Adjust the sliders to see how different choices could impact your financial future.
Adjust Your Scenario
R 25,000
R 0R 1,000,000
R 2,500
R 0R 50,000
15
1 yr40 yrs
7.0
1%20%
Projected Value
R 863,629
Low Risk
High Risk
Medium
This tool is for illustrative purposes only and does not constitute financial advice as defined under FAIS. Results are estimates based on the inputs provided.
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Estimate only - not formal tax advice. Pre-fill our onboarding pack with these numbers and we will pick it up from there.
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Financial Calculators
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Investment Growth Calculator
See how your investments could grow over time with regular contributions.
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