Building Wealth. Protecting Futures.

As an independent financial planning company we strive to offer a holistic view of the financial planning process. We provide you with individual and non biased offers and solutions within both local and offshore markets. Financial planning starts at birth right up until handling and dealing with your estate. Its never too late to start.

Do You need a financial advisor?

Financial Security Starts Here

We Help Protect And Manage Your Wealth

We guide you on ways to not only protect your income against death, disability and dread disease but also to help you grow and manage your wealth in the best way according to your individual needs.

  • We offer personalised financial planning
  • We guide you through your goals
  • We provide world class financial advice

Educate

Financial knowledge that empowers confident decisions.

We simplify complex financial matters and provide professional guidance so you can better understand your options and opportunities.

Protect

Securing and protecting what you have already built.

Our insurance and risk solutions are tailored to provide peace of mind and financial security when you need it most.

Plan

Tailored strategies for your financial future.

From retirement and investment planning to tax and estate structuring, we help you plan with purpose and clarity.

l

Create

Building lasting wealth and financial freedom.

We help you create a stronger financial future through disciplined investment strategies and long-term financial planning.

Because Every Family Is Different

Best Solutions To Protect Your Family

To leaving a legacy or just hoping they will be ok when you are no longer able to look after them. We walk with you and those left behind every step of the way and guide you in how to acheive your needs.

  • Life Cover, Estate Cover and more. Drawing up a will to execution and peace of mind.
  • Guidance from our expert team for small and large financial needs

Loyal Clients

Trusted by 564 loyal clients who rely on our expertise and personalised financial guidance.

PARTNERS

We are proud to collaborate with 28 trusted partners to deliver reliable and comprehensive financial solutions.

Experienced Advisors

A team of 5 experienced advisors dedicated to providing expert, personalised financial guidance.

Assets under management

Over R500 million in assets under management, reflecting the trust our clients place in our expertise and financial solutions.

Our Services

We Provide Independent Advice

To leaving a legacy or just hoping they will be ok when you are no longer able to look after them. We walk with you and those left behind every step of the way and guide you in how to acheive your needs.

Financial Planning

We provide life cover, critical illness insurance, income protection and professional disabilit benefits tailored to you financial needs.

Estate Planning

Protecting your legacy with effective estate structuring, wills, and succession planning tailored to your needs.

Local & Offshore Investment Planning

Strategic investment guidance focused on growing and protecting your wealth through carefully selected investment opportunities.

Retirement Planning

Creating retirement strategies that provide financial independence and peace of mind for your future years.

Educational Planning

Helping families prepare financially for quality education and future academic opportunities for their children.

Short Term Insurance

Protecting your assets with reliable insurance solutions for vehicles, homes, businesses, and personal belongings.

Medical Aid & Gap Cover

Helping you select the right medical aid and healthcare cover to suit your lifestyle and budget.

Tax Planning

Professional tax planning solutions aimed at improving efficiency, compliance, and long-term financial success.

Our Partners

Working with the team has given us complete peace of mind. Their professional guidance and personalised financial advice have helped us make confident decisions about our investments, retirement planning, and insurance needs. We highly recommend their services to anyone looking for trusted financial advice.

— Sarah and Michael T.

“Their holistic approach to financial planning has been invaluable. They took the time to understand our goals and developed a strategy tailored to our family’s needs. We appreciate their transparency, expertise, and ongoing support.”

– David R.

Blog

Financial Resources and News

Stay informed with the latest financial insights, industry news, and expert advice to help you make smarter financial decisions for every stage of life.

The Current Market Condition

The Current Market Condition

Dear Investors,   We understand that the current market conditions, influenced by recent developments such as tariff announcements and political uncertainties, may raise concerns. However, we encourage you to maintain a long-term perspective, as such market movements...

Why Financial Planning Matters More Than Ever

Why Financial Planning Matters More Than Ever

In today’s fast-changing world, having a clear financial plan is more important than ever. Whether you are building wealth, preparing for retirement, protecting your family, or planning your estate, a well-structured financial plan provides the confidence and clarity...

Contact

Get In Touch

Our team at Geyer Uys Financial Planning is ready to assist you with trusted financial guidance and personalized solutions tailored to your needs.

Johannesburg

1 Hinghamfield Office Park, 79 Boeing Road East, Bedfordview, Gauteng

Get In Touch

+27 82 561 0778
hello@geyeruysfinancialplanning.co.za
M-F: 8am-5pm

Capetown

15 Huising Street, Somerset West, Western Cape

Get In Touch

+27 82 561 3336
hello@geyeruysfinancialplanning.co.za
M-F: 8am-5pm