David Jansen - Wealth Planner

03/01/2025

*January 2025* 🥳

*I want to say thank you* 👏🏻
_Thank you to those who engaged

To cross T's and dot I's 📑
We updated beneficiaries 🆘

We got your wills signed 📜 and placed in safe custody 🗳️

We looked at your estate planning 🪦⚱️ and put the necessary risk cover in place specific for you. 🩻

Your pension 💸⏳ made more sense as we looked at tax efficiency. 🧾

Investment 💵 comparisons ⚖️were done and portfolio blends 📊 proved market position. 📈

Offshore 🏖️investing boomed 🎇again and tax allowances utilised 🎯

Medical aids 🏥were upgraded, changed and new 🚑 ones looked at with my ladies that did a great job. 👏🏻

Household and short term 💎💻🏠🏎️ covers we took over a lot. Thank you to the team that assisted 🧰 with all the claims 📵 that came in. ♨️

Some of you changed job's and made the right decision to preserve 💰 and take a little Christmas bonus where needed 🎉🎁

Again thank you for engaging and making my job easier to serve and advise you and your family.

I saw how you valued what we achieved together through the referrals and quality of friends and family you asked me to do the same for.

I look forward to walking 2025 with you again

*David Jansen Hereford Group Financial Advisor*

To OPT out DM me.

15/08/2024

August 2024

Get your short term insurance checked and evaluated 🚗🏍️🏭

Let us do the complicated part for you 🏋🏿

Send us your current policy schedule 📄and let's see how we may assist you, either in staying with what you have or showing the value of change. 📊

📞 David Jansen 0825524004
📨 [email protected]

14/05/2024

Leave a will not a bill

09/11/2023

Good day I'd like to offer my services as an experienced Financial Advisor. No obligation from your side. Even if it's an informative cup of ☕

WILLS not signed or in place
(a big one)⚰️⚱️
RISK benefits not in-line with employment benefits 🗑️🕔
OLD INVESTMENT comparison done & necessary changes made market related. 📊
RETIREMENT provisions increased 📈
TAX FREE inc TAX efficient investments have been taken advantage of 📝
OFFSHORE options explored to diversify portfolios & reduce estate liability 💵
ANNUITY payments were increased due to rise of living expenses 💸
[email protected]

14/08/2023

August 2023. The 🌬️ of change

If you want something different.💸📉📊🛟
You go to do something different.🧐
Recognize your strengths 💪🏻 and those around you.🏋️‍♀️
Allow the right people to have an input in your life.
Move forward.🚴🏼‍♀️
Move up 📈

Should you see value in my offering not just to you but for those you care about! 🫂

*David Jansen* Hereford. Financial Advisor

03/05/2023

May 2023
Just coming out of worker's day 🤔🧠of the day
Work 🗃️
Its called work ⛏️
You either work🛠️ harder 🆘⚰️
Or you work 🧮 smarter 🧐
I say combine the two 🤯

How long 🤷‍♂️ do you plan to work for your 💰?
Or at what point does your 💵 work for you 🫵

What happens if and when life's 👰🏻 unexpected happens🚑 🛌🏾 and comes your way 👩🏾‍🍼

Leave a will 📝 not a bill 💷 they say!!

⏳ you either have it
Or you don't ⌛
You either have something 📊
Or you got nothing 📉

Further ⁉️ don’t hesitate to give me a call☎️ or just a simple friendly reply 📵
Feel 🆓 to refer me to that guy🕺🏻or girl 💃🏼,family 👪 or friends, should you see the value 💡 in my offering not just to you but also those you care about 🫂 .
We should know more today than yesterday
*David Jansen* Hereford. Financial Advisor.

27/04/2023

Happy Freedom Day

27/03/2023

Motivation Monday

Drop me a DM let me show you how.

21/03/2023

20/03/2023

The achievement of growth is in the ability to impact lives. Statistics don't lie.

30 Year's against all odds.

13/03/2023

30 Year's of Legacy Creation

20/02/2023

Motivation Monday

“There is no passion to be found playing small—in settling for a life that is less than the one you are capable of living.” ― Nelson Mandela