Financial Planner | Overberg & the Western Cape | Old Mutual
I'm Declan — a 23-year-old financial planner based in the Overberg, servicing clients across the whole Western Cape. I help individuals and families build long-term plans that are clear, honest and quietly powerful. No jargon, no pressure — just good advice grounded in your real life.
"Good financial planning isn't about beating the market — it's about designing a life you don't have to escape from."
Each pillar works on its own. Together, they form a financial life that quietly takes care of itself.
Build a retirement strategy that compounds quietly in the background of your life.
Make full use of your annual TFSA allowance with growth-focused unit trusts.
Life, disability and severe illness cover sized to your real obligations.
A valid will, beneficiary structure and liquidity plan that protects your family.
Discretionary portfolios across local and offshore unit trusts and ETFs.
Protect the assets you've worked hard for — vehicle, home and contents cover.