“If there is one thing I’ve learnt in my life it’s that anything is possible with the right planning and commitment. I know this from personal experience and from having seen the transformation and relief in so many of my client’s lives.”
I have been in the financial services sector since 1996, starting off as an articled clerk with Ernst and Young and Grant Thornton. I have held a number of varied positions in corporates including being the accountant, then financial director and finally managing director of Balltron (Pty) Ltd. Since 2010 I have been a financial planner with a growing private practice.
Having completed a Post Graduate Diploma in financial planning from the University of the Free State [UFS] in 2015, I went onto to write the PCE Board Exam in August 2016, which having passed successfully entitled me the use of the CERTIFIED FINANCIAL PLANNER® accreditation.
I turned my focus to financial planning after suffering a life-threatening illness and experiencing first hand the true benefit of having the correct cover and plan in place. I realised just how few people understand the power of forward planning and adequate cover. It was a turning point in my personal and professional life and presented a great opportunity to merge my vocational expertise with a lifelong passion for helping others.
Subsequently to being in the industry I have had my view financial planning reinforced having suffered a heart attack, being diagnosed with Diabetes and having shattered my wrist in a cycling accident, all events which would have caused a huge financial and emotional loss had I not had the correct plans in place.
Some of my life achievements have been to build and run a restaurant in the Karoo for a year and to climb Mount Aconcagua (6 960 mt's), Mount Kilimanjaro (5 896 mt's) and Mount Elbrus (5 642 mt's), with the goal of summiting the Seven Peaks the highest being Mt Everest (8 850 mt's). I went from 138 to 79 kilograms in just 2 years, and in 4 years went from barely managing an eight kilometer walk on Cape Town’s beachfront promenade to collecting medals for Iron Man South Africa, two Kalahari Extreme Marathons and the Half Iron Man Western Australia competition. He was also selected to represent Western Province at the 2015 SA Duathlon Championships. Not bad for a bagpipe player with only 9 ½ fingers.
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Alan has been my friend, financial advisor and business consultant for some 10 years now and his measured approach to any situation (often, in my case, life-changing) has been one of the most stabilising influences in my life. He has guided me through some tough times, always with a sense of calm followed by positive action. Today he handles my sons' businesses and their personal financial matters with the same integrity, wisdom and deep market insights. He is a thorough professional and a good friend.
Alan has been my financial adviser for the past 4 years. I’ve used him for personal as well as company affairs and have found him to be consistently excellent in both areas. He is dedicated, sensible, reliable and a pleasure to work with. He comes highly recommended.
I have known Alan for close on fifteen years, in that time we have been friends, business associates and of course he has been my financial advisor. He never just looks at my finances from a purely cold hard cash point of view he always puts my personal life in the mix and gives me advice based on people plus sound financial sense. I value this in him as a financial advisor. Its not everyday you get to thank your financial advisor for being so real and human, yet also so financially sound.
Alan has been our financial advisor since 2011 and we have had nothing but fantastic service from him and his team. He is always willing to assist and gladly goes the extra mile for his clients. I have also recommended his services to friends and colleagues and have only heard great things from them. We trust him completely and look forward to a long and happy relationship for many more years to come.
Leza van Heerden
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