Client Onboarding

Tax Onboarding Questionnaire

A focused walk-through to help us prepare a tailored onboarding pack. Your information is stored securely, designed to support POPIA-aligned processing, and never used for marketing without your explicit consent.

1Personal

2Identifiers

3Income

4Tax basics

5Assets & cover

6Goals

7Consent & submit

Your data is transmitted securely. This is an information-gathering tool only - not formal tax advice.

About you

Full name

Phone

Preferred contact method

Date of birth

Marital status

Number of financial dependants

Residential address

Street

Suburb

City

Province

Postal code

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.