Wealth coaching

This service designed to equip the individual to manage their personal finances. We deal with behavioural aspects of personal finance, breaking down your income and expenses, understanding your assets and liabilities and more.

VillicWealth_favicon

This service is designed to equip the individual to manage their personal finances dealing with behavioural aspects of personal finance, breaking down your income and expenses, understanding your assets and liabilities and an overview of financial products available in South Africa.

This is a once-off service charged at R 3,000 and includes 2 - 4 sessions with an accredited independent financial advisor and will require the individual to prepare for sessions.

Clients will receive a summary / action plan after completing the solution.

This is different to the financial plans and no product recommendations are given.

Experiences

The attorneys and staff at Jurgens Bekker Attorneys have been working together with James Vigne for a number of years and we have had a very positive experience in collaborating with James regarding the legal and estate planning needs of some of his clients. James is professional and goes the extra mile for his clients to ensure that all their legal and financial needs are taken care of. We strongly recommend James and Villic Wealth to all entrepreneurs, professionals and small businesses.

pexels-serpstat-572056

Jurgens Bekker Attorneys