Beata

Certified Financial Planner
My goal is to help you achieve financial freedom, safeguard your wealth, and create opportunities for growth at every stage of your life. Whether you are a individual or a business owner.
BOOK AN APPOINTMENT

Office

0815527136

Email

beataw@herefordgroup.co.za

Phone

0726016856

About

Helping You Build, Protect, and Enjoy Your Wealth

Your financial journey is unique, and so should be your financial plan. I’m here to guide you through every step, whether you’re just starting out, planning for a major life event, or building a legacy for future generations.

I take a holistic approach to financial planning, helping you understand where you stand today and how to move closer to the future you envision. Together, we’ll create a plan that protects what you have, grow what you’ve built, and give you peace of mind through life’s ups and downs.

Imagine having a partner who not only manages your financial affairs under one roof but also keeps you on track with regular check-ins and clear guidance. That’s the level of service I’m committed to providing.

Your future deserves attention today. Let’s connect and build a plan that works for you.

How I Can Help:
– Wealth Protection
– Retirement Planning
– Investment Management
– Business Assurance

Additional services include Medical Aid & Gap Cover, Short-Term Insurance, Offshore Investments, Wills & Trusts, and Estate Planning.

Testimonials
Verne Williams
Ms
Beata has been my saving grace since becoming my financial advisor – apart from her friendly nature, she is a stern advisor who has since become a friend. When starting out our journey together – myself being a financial “illiterate” person – she has not only helped me to create a budget, but also helped me start an emergency fund investment. She helped me start a Retirement annuity with fund whic
Qualifications
University of the Free State
Postgraduate Diploma in Financial Planning
Becoming a registered financial advisor, I am able to assist my clients and business owners with the right knowledge to build a legacy.
University of the Free State
LL.M in Environmental Law
Completed my Master’s degree in Environmental Law as sustainability is key.
University of the Free State
LL.B
Completed my Law degree and practice law for seven years when I decided to change occupation to focus on financial education and literacy.
My Profile QR Code
QR Code
Send Email
Book An Appointment

Beata

Certified Financial Planner
My goal is to help you achieve financial freedom, safeguard your wealth, and create opportunities for growth at every stage of your life. Whether you are a individual or a business owner.
BOOK AN APPOINTMENT

Office

0815527136

Email

beataw@herefordgroup.co.za

Phone

0726016856

About

Helping You Build, Protect, and Enjoy Your Wealth

Your financial journey is unique, and so should be your financial plan. I’m here to guide you through every step, whether you’re just starting out, planning for a major life event, or building a legacy for future generations.

I take a holistic approach to financial planning, helping you understand where you stand today and how to move closer to the future you envision. Together, we’ll create a plan that protects what you have, grow what you’ve built, and give you peace of mind through life’s ups and downs.

Imagine having a partner who not only manages your financial affairs under one roof but also keeps you on track with regular check-ins and clear guidance. That’s the level of service I’m committed to providing.

Your future deserves attention today. Let’s connect and build a plan that works for you.

How I Can Help:
– Wealth Protection
– Retirement Planning
– Investment Management
– Business Assurance

Additional services include Medical Aid & Gap Cover, Short-Term Insurance, Offshore Investments, Wills & Trusts, and Estate Planning.

Testimonials
Verne Williams
Ms
Beata has been my saving grace since becoming my financial advisor – apart from her friendly nature, she is a stern advisor who has since become a friend. When starting out our journey together – myself being a financial “illiterate” person – she has not only helped me to create a budget, but also helped me start an emergency fund investment. She helped me start a Retirement annuity with fund whic
Qualifications
University of the Free State
Postgraduate Diploma in Financial Planning
Becoming a registered financial advisor, I am able to assist my clients and business owners with the right knowledge to build a legacy.
University of the Free State
LL.M in Environmental Law
Completed my Master’s degree in Environmental Law as sustainability is key.
University of the Free State
LL.B
Completed my Law degree and practice law for seven years when I decided to change occupation to focus on financial education and literacy.
My Profile QR Code
QR Code
Send Email
Book An Appointment