“You're sitting in the shade today because someone planted a seed a long time ago”
Expert Financial Advice
Boerie began my career in the Financial Industry in 2010. He has a passion to assist clients to navigate the ever-changing environment of Personal Financial Planning. He specializes in Investment Strategy, Risk Insurance, Estate Planning, Pre and Post Retirement Planning as only a part of the broader equation of a holistic approach to Financial Planning. He completed his Post Graduate Diploma in Financial Planning at the University of the Free State and is a member of Financial Planning Institute of Southern Africa.
to Boerie Klopper
Cell: +27 82 377 5880
Antionette de Meyer
to Boerie Klopper
Fax: +27 86 206 8156
to Boerie Klopper
Wisdom. Integrity. Balance.
Rohan Myburgh and Lionel Walker established Chambers Tax & Wealth in the spring of 2011. The decision was easy, as they have been business partners since 2005 and share the same core values.
The road to that point was paved with uncompromising hard work and valuable lessons. During this time, they learned that one's biggest asset is being a good and well- respected person in all walks of life.
Hence their business and life motto: Wisdom. Integrity. Balance.
We do what we do, so you can do what you do better.
Doctors don't take their families to other doctors for check-ups, nor do mechanics take their own vehicles to other mechanics for a service. But doctors don't service their own vehicles, nor do mechanics do medical check- ups on their families. is might sound elementary, but the lesson is profound: Stick to what you know best.
Many people need accountants and financial advisors because they either don't have time to manage their finances themselves or, more notably, can't do it well. And so it should be.
Whatever your profession, we believe you do it because you do it well. We also believe you can do it even better with distractions out of the way. at's why we offer financial solutions to keep your current affairs up to date, freeing you to focus on your business. Accounting, investments and day-to-day finances should be the least of your worries.
It’s a matter of trust.
Trust is what we are about. And trust is not given, it is earned. Chambers Tax & Wealth aims to earn your trust in all that we offer you, our valued client.
Our relationships with our clients and strategic partners are the key to great business, investment, tax and personal decisions that add value to their lives.
Chambers Tax & Wealth is a one-stop Financial Advisory Service, offering total tax and wealth solutions in all financial sectors.
We are based in Bloemfontein, but serve our clients nationally and internationally.
We are committed to offering professional service on a personal level.
Time in the market offers real value, and not timing.
Our sole purpose is to provide efficient tax advice, in all its forms, to all our clients. We view tax and tax structures as the most important part of financial planning, and offering tax advice forms the cornerstone of our company.
We assist our clients in managing their investments to achieve optimal returns.
Optimal returns are achieved by investing with fund management companies that have proven track records. rough our relationships with strategic partners in the investment industry, we provide investment mandates with specific benchmarks to be achieved within defined time frames and risk profiles.
Making money, saving money and making wise decisions.
Our philosophy is that time spent in the market – and not timing the market – is the key to offering real value to our clients. Going the distance is a vital part of our advice process. When investing client capital, we are guided by client expectation and satisfaction.
Creating wealth is about diligently investing in yourself through education. Armed with an understanding of financial basics, risk and reward, you can leverage your wealth through sound investment and earning out-sized returns over time.
is can be achieved by: Making Money, Saving Money and Making Wise Decisions.
Preparation before execution is vital in reaching financial goals and creating wealth.
As the saying goes: “If you give me six hours to chop down a tree, I will spend the first four hours sharpening the axe.”
At Chambers we help you connect the dots and see the full picture.
Updated every week to keep you informed
“Every risk is worth taking as long as it’s for a good cause, and contributes to a good life.”
Helping you choose the right products to create a portfolio that will fit the life you want to plan
Medical Cover & Gap Cover
We are able to advise on a wide and diverse range of Medical Cover and Gap Cover products that will suit almost any budget. These products range from cover for basic hospital stays through to full, comprehensive medical aids that cover consultations with doctors, medication, glasses and other medical expenses.
Retirement Planning and Provision
The sooner you begin to plan and save for your retirement, the sooner you can retire! The product most bought for this type of financial planning and provision is known as a Retirement Annuity (RA). Most companies have RA’s worked into their remuneration packages, but many don’t.
Investments & Tax Free Accounts
When it comes to investing, it’s important to have a diverse portfolio. My expert knowledge and extensive investment options allow you to truly choose the very best products available to you. From low-risk, long-term investing to high-risk, short-term strategies we can mix it up or keep it conservative: investments completely tailored to who you are and where you want to go.
Disability & Income Protection
Most households in today’s economy rely on more than one income to keep the household expenses under check, very few are able to survive on one income alone. If you were injured or disabled in some way and could no longer work, would your family be able to cope without your income?
You pay tax every month to the state, but what are you paying to provide for those that you love and care about after you have gone? Life cover should not be seen as a grudge purchase but rather as an investment into the future of your spouse and children. You work hard to provide for them now, that shouldn’t have to change in the future.
Estate planning is not only for the mega-rich. If you have assets, investment policies, risk cover and more than one potential beneficiary, then I can assist you with the planning of your estate and how it will be allocated when you pass away. An estate that is left open can cause a difficult time to be even harder for those who are left behind. Often there is more work needed on a R3m estate than on one that is worth R20m!
These products are also known as Dread Disease Cover. Advances in medical care mean that more people can now survive illnesses once thought to be fatal. However, although many individuals lead relatively normal lives, they no longer enjoy the same mobility or good health. The best medical treatment can cost you and your diminished ability to work could force you to make severe lifestyle changes.
Have you thought about what you and your family will do if you are retrenched? If it hasn’t happened to you, you probably know someone who’s been retrenched. In these tough economic times, it’s one of the most understandable fears. You want to be protected if you’re faced with retrenchment or liquidation.
Group Life, Pensions and Provident Funds remain an essential part of a well run business. I will tailor your company’s pension and provident funds for you, using the most appropriate corporate providers to tender for the risk benefits and the retirement benefits separately – ensuring cost effective and customer specific corporate benefits.
Will your business survive if you are disabled, die or become impaired or what would the consequences be if this happened to one of your partners? Together we can design flexible and comprehensive solutions to meet your business assurance needs, utilising Key-Man policies and Buy-and-Sell agreements where appropriate.
"Most people don't plan to fail, they fail to plan."
John L Beckley
ARE YOU SAVING ENOUGH?
How healthy is your financial plan when it comes to saving and provisioning funds for the future? Digital technology and our diverse economic systems and policies have increased our options both for investment and for risk protection. This is an arena that is constantly changing, growing rapidly and needs to be monitored regularly – which is one reason for having your own financial planner!
WHO DO YOU CHOOSE?
If you have never worked with a financial advisor before, you may find yourself overwhelmed by the choice, confused by the jargon and frustrated at the cost! But in the same way you wouldn't service your own car, it's good to have someone you trust to advise and guide you to make healthy decisions about your wealth.
CREATE WINNING STRATEGIES
Aside from being an expert in the money game and having a keen sense of the conditions and lay of the financial landscape, winning strategies are born inside of a relationship of trust, mutual understanding and a commitment to strive for the same goals. Your financial advisor should bring you peace-of-mind and help you maintain control of your finances.
Hear it from my clients
Thank you for your expertise and guidance, shifting through the myriad of retirement options and Investment ideas that faced me at my Retirement.
Pieter van Deventer
Thank you for reviewing my personal needs regularly and changing my insurance so that it is still relevant. I will be able to take care of my family, whether I’m there or not.
Thank you for the time that you and your team invested into custom making and implementing an Investment solution that suited my personal needs.
"Innovation distinguishes between a leader and a follower."
CONTACT ME TODAY
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