Sean van Zyl, CFP^®

Sean began his career in financial services in 2010 as a Senior Fund Accountant at Maitland Group, where he worked across institutional fund administration. In 2014, he joined Old Mutual as a Financial Adviser within the Personal Financial Advice channel, where he continues to serve clients with consistency, integrity, and care.

As Principal of SVZ AND ASSOCIATES, Sean leads a small, focused team of advisers and specialists serving families, professionals, small business owners, farmers, and corporates needing pension fund advice, employee benefits, and corporate financial wellness. His approach centres on building, protecting, and preserving wealth through integrated, goal-driven financial planning, rather than starting with any single product.

Sean is a registered tax practitioner with SARS and works alongside DoMyTax for individual tax returns, provisional tax submissions, and SARS dispute resolution. This allows clients' tax position to flow directly into their broader financial plan, instead of being treated as a separate annual chore.

Sean believes financial planning starts with purpose, not products. The first conversation is always about understanding what your money needs to do, who it needs to support, and which risks would create real pressure if they materialised. Only once the picture is clear do specific product or investment recommendations follow.

Reviews happen at least annually, with ad hoc check-ins around major life events such as a salary change, marriage, the arrival of a child, retrenchment, or a property purchase. The aim is a long, durable relationship rather than a single transaction.