Our Planning Team
We aim to make financial planning fun for you and your family. We have created a relaxed and safe environment for clients to engage and enjoy the process of thinking about finances. We believe education and change happens best in this environment.
Founder and Financial
Planner
Short-term Insurance
Administration
Support Services and
HR
Medical Aid, Gap Cover and
Short-term Insurance
Risk
Administration
Investment
Administration
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Our Support Team
Our real strength is financial planning, so we partner with experts and specialists to do all the other heavy lifting. Working with us means getting access to our support team, an ecosystem of knowledge, skills and experience.
APPROACH ADMINISTRATION
Professional, efficient, friendly, hardworking, accountable, client-focused, funny, reliable and dependable are just a few of the traits you will see when you deal with our admin team. We could not provide excellent advice and service without our administration team. They are our rock and they rock!
www.approachadministration.co.za
PORTFOLIO METRIX
PortfolioMetrix is a global investment management firm that blends expert human insight with advanced technology to deliver customised, risk-managed portfolios. PortfolioMetrix helps us offer scalable solutions that align with your goals, ensuring consistent outcomes.
www.portfoliometrix.com
BESPOKE EXECUTOR SERVICES
Sean Beagley at BEXS and his team of qualified and professional individuals form part of our fiduciary arm. They are seasoned fiduciary experts, from drafting wills, executing and winding up estates as well as trust administration they provide excellent service with a personal touch. As a client of ours when you need help with your will and other fiduciary services you will be sure to meet Sean.
www.bexs.co.za
ACUMEN ACCOUNTING
Euwan Erwee at Acumen is a valuable partner providing expert advice and services in the field of business, tax and accounting. For several years he has been helping save money, giving tax advice and making the lives of us and our clients better.
www.accumengroup.co.za
ETUDE RISK MANAGEMENT
LeRoux van Wyk is our independent compliance officer managing our advice process, ethics and conduct. The team at Etude is central to the quality of advice we provide. Good business practices is a core value and they have a built a long-term relationship with us.
www.etude.co.za
About Us
We are qualified financial planners. Equipped to offer a complete service from Health, Risk and Investments to Estate Planning, Insurance and Employee Benefits. Growmatter is proud to have a team of specialists who can provide expert advice on anything related to finance.
We are a home for people, families and businesses that want to do things the right way. Every client has specific needs and we pride ourselves on being able to add value in every life stage for both personal and business planning. We are dependable, offer guidance and want to be part of your solution.
We’ll always remain an independent and fee-based financial planning practice. Our advice remains objective and we advise on products based on your needs rather than our pockets. We strive to offer objective advice and guidance.
Without objectivity and independence, advice becomes an exercise in marketing, sales and persuasion.
We believe in providing a complete service from money management, investments and planning right through to claims, wills and choosing the right products. Every client has specific needs and we pride ourselves on being able to add value in every life stage for both personal and business planning.
Our Values
We want to Live! Rather than simply go through the motion, we want full and meaningful lives. We believe in family, relationships and community. Connectedness brings colour to our world and gives us hope and purpose.
Acting with integrity, honesty and openness is our way of building Trust. Our goal is to help you achieve your goals and grow and we can only do this if we trust each other.
Meaningful relationships, family, self-improvement, realising goals, contentment… these are some of the aspects that Matter most. Knowing our priorities gives us direction and adds meaning to the humdrum of life. We want to live a life of substance and empower others to do the same.
We are wired to Grow and have a yearning desire to be more. This is why we spend much of our time at Growmatter cultivating the determination and drive to be better. Our success comes from positive planning habits and is a result of goal-driven behaviour.
Our Vision
When we look at an organisation, social construct, norm or belief we should ask ourselves why we follow it. We must reflect on the present, challenge the system and think of ways to do it better.
Growmatter Financial Planning is constantly assessing the financial services industry, seeing how we can improve client experience and make a meaningful difference.
When making continuous improvements; reflection and analysis are crucial: without it, we hinder our growth. Inertia and inaction are the enemy. Too many people and businesses get stuck in a perpetual cycle of doing the same thing and expecting different results.
Progress is a challenge and encouraging behavioural change in people is even more of a challenge. We have seen many businesses adopt the path of least resistance. In our industry, many advisors don’t want to risk asking clients challenging questions.
The client is the one taking the biggest risks with this approach. We feel that clients who want to succeed deserve the best financial advice. We believe that guidance and advice is not telling someone what they want to hear but rather showing them the right way and then walking alongside them.
We will help you choose the right products and savings vehicles while also guiding you through Money Management, and Goals Orientation and give you all of our insights, tips and tricks on how to manage all life’s financial challenges.
We see a need for guidance and planning done with integrity and care. Our goal is to be clear about our advice, transparent about our fees and always willing to answer any questions.