After three years of training with Liberty Life I became an Independent Financial Advisor in 1999. My business is now 20 years old, and offers highly personalised financial advisory service solutions to the discerning client and SMMEs, ensuring that each client’s unique requirements are fulfilled.

I qualified as a Certified Financial Planner in 2000, and advise clients on business assurance as well as personal life, disability, and dread disease cover, as your first risk is the risk of not being able to provide for your family and for yourself. Advice on savings and investments is the second  significant element of my service, covering pension, provident and retirement annuity funds, preservations funds, education and various other savings plans, and unit trust investments, as well as advice on retirement implementation, estate planning and personal tax.

The success of Evelyn Herzfeld Financial Planning can be attributed to a strong belief in the values of listening to clients and building long-term relationships. By undergoing a detailed personalised needs analysis, each client’s requirements can be optimally fulfilled by providing the most appropriate advice utilising the wide range of contracts held with principals. This is backed by the knowledge of being protected by FSB licensing, Medical Schemes Council registration, Professional Indemnity Insurance, FAIS compliance, and FICA governance.

I hold a B. Comm. from Unisa and graduated from the University of OFS and the Financial Planning Institute of SA as an Internationally Certified Financial Planner. I operate as a sole proprietor and pride myself on the highly personalized level of service, professional up-to-date advice, attention to detail, empathy  and after-sales service that I provide my clients.