Real Outcomes

Client Case Studies

How real South African families have used our planning to retire earlier, pay less tax, and build lasting wealth. Names and identifying details are anonymised.

Case studies coming soon

We are preparing anonymised client stories. In the meantime, see how we can help you by starting a financial discovery.

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SVZ and Associates - Certified Financial Planner (CFP) in South Africa

SVZ and Associates provides personalised financial planning services in Cape Town, South Africa. We operate within Old Mutual Personal Financial Advice.

Our Services

Wealth Management - Holistic strategies to grow, protect, and manage your wealth
Retirement Planning - A detailed roadmap for a comfortable and financially secure retirement
Investment Advisory - Expert advice to build a diversified portfolio tailored to your risk tolerance
Tax and Estate Planning - Optimise tax efficiency and ensure smooth wealth transfer
Risk and Insurance Solutions - Life, disability, and income protection
Education Funding - Savings and investment strategies for education

About SVZ and Associates

Led by Sean van Zyl, CFP, our team provides personalised financial guidance. Sean holds a Post Graduate Diploma in Financial Planning and has been a CFP since 2016. He is a member of the South African Institute of Tax Professionals (SAIT).

Contact

Pinewood Park Building, 98 Forest Drive, Lonsdale Way, Pinelands, 7405, Cape Town, South Africa

Phone: 068 175 4156 | Email: svanzyl3@oldmutual.com

Book a Consultation | Financial Insights Blog | Meet Our Team

Old Mutual Life Assurance Company (SA) Limited is a licensed FSP and Life Insurer.