Deon Schoeman and Associates

Deon Schoeman and Associates We value trusting and positive relationships.

We are a practice of wealth planners for a selected group of individual and corporate clients that are a fit for our practice and who aim to leave a lasting legacy.

Happy Financial Tip Friday! đź‘‹One of the most underrated financial lessons? Small bits over time mean so much more.Compou...
10/07/2026

Happy Financial Tip Friday! đź‘‹

One of the most underrated financial lessons? Small bits over time mean so much more.

Compound interest shows us that building wealth isn't about making one big investment-it's about starting where you are, staying consistent, and giving your money time to grow.

Swipe through to see why patience can be one of your greatest financial assets. 🌱

Success is never about one moment. It's built through consistency, commitment, and always putting clients first.🏆 Top EF...
30/06/2026

Success is never about one moment. It's built through consistency, commitment, and always putting clients first.

🏆 Top EFA Single Investment Supporter (OMW)
🏆 Area Top Premium Writer (OM Insure)
🏆 Highest Persistency EFA

A sincere thank you to our clients for your continued confidence, and to the incredible team whose dedication and support make achievements like these possible.

Let's talk about short-term insurance.For many people, short-term insurance is seen as cover for a car or home. In reali...
29/06/2026

Let's talk about short-term insurance.

For many people, short-term insurance is seen as cover for a car or home. In reality, it plays a far bigger role in protecting the lifestyle, assets, and legacy you have worked hard to build.

The right cover goes beyond replacing what is lost. It can provide access to specialist repair networks, emergency assistance, liability protection, and tailored cover for high-value assets such as art, jewellery, collections, and luxury vehicles. Most importantly, it helps prevent an unexpected event from disrupting your long-term financial plans.

As your wealth grows and your circumstances evolve, so too should your insurance. Regular reviews ensure your cover remains aligned with your assets, your lifestyle, and the legacy you intend to leave behind.

If you've been growing your life without reviewing your coverage, it's time to review your short-term insurance.

Mid-Year Financial Check-In: Are You Still Strategically Aligned?We’ve reached the midpoint of the year, an ideal time t...
22/06/2026

Mid-Year Financial Check-In: Are You Still Strategically Aligned?

We’ve reached the midpoint of the year, an ideal time to take a step back and reassess your financial position with intention.
For high-net-worth individuals, even small misalignments can have a significant long-term impact.

- Are your investments still aligned with your goals and market conditions?
- Is your wealth protection structure still optimal?
- Have there been any changes in your personal or business circumstances?
- Are you making the most of tax-efficient opportunities?

The reality is — life evolves, markets shift, and strategies should adapt accordingly. A proactive mid-year review allows you to refine your approach, protect what you’ve built, and position yourself for continued growth in the months ahead.

This isn’t about reacting, it’s about staying ahead.

Your Greatest Financial Advantage? Time.The financial decisions you make today can shape the opportunities you have tomo...
16/06/2026

Your Greatest Financial Advantage? Time.

The financial decisions you make today can shape the opportunities you have tomorrow.

A few habits worth building early:

• Save before you spend
• Avoid unnecessary debt
• Learn the basics of investing
• Build an emergency fund
• Invest in your skills and education
• Let time and compound growth work in your favour

You don't need to have everything figured out. Start where you are, use what you have, and build consistently.

Most people have heard they need a Will.Far fewer understand what estate planning actually means.A Will determines who i...
07/06/2026

Most people have heard they need a Will.

Far fewer understand what estate planning actually means.

A Will determines who inherits your assets. Estate planning goes a step further by helping you understand the costs that may arise in your estate, whether there is enough liquidity to cover them, and how to structure your affairs for the best outcome for your loved ones.

Estate planning is not about focusing on death. It's about creating peace of mind, protecting your family, and ensuring your legacy is passed on as you intended.

Read our latest blog to learn more.

Retirement planning isn’t one-size-fits-all — it’s a strategic journey that evolves with your life stage. Whether you’re...
28/05/2026

Retirement planning isn’t one-size-fits-all — it’s a strategic journey that evolves with your life stage. Whether you’re just starting your career, building a business, or approaching your golden years, having a clear plan ensures your financial freedom and legacy.

The earlier and more strategically you plan, the more control you have over your future. Retirement planning is not just about wealth accumulation, it’s about freedom, security, and legacy.

Better Management = Less Stress Taking a more intentional approach to your finances can help create a sense of clarity a...
20/05/2026

Better Management = Less Stress

Taking a more intentional approach to your finances can help create a sense of clarity and control. This starts with understanding your spending habits, identifying areas where you can cut back, and making saving a consistent priority.

Small, mindful changes can go a long way in creating a more balanced and stress-free financial future.

Let's talk about the next generation. Ensuring a smooth transition of wealth across generations is one of the most impor...
16/05/2026

Let's talk about the next generation.

Ensuring a smooth transition of wealth across generations is one of the most important aspects of long-term financial planning.

At the heart of successful intergenerational wealth management is a clear understanding of both your family’s history and the aspirations of future generations. We work closely with our clients to understand where their wealth comes from and where they want it to go, creating a strategy that both preserves and grows it over time.

At the same time, it’s about empowering the next generation to step forward with confidence and make their own mark.

As Warren Buffett once said, “Someone’s sitting in the shade today because someone planted a tree a long time ago.” 🌳

Thoughtful planning today creates opportunity, security, and legacy for tomorrow.

Ahead of Mother's Day this weekend we pay tribute to the women who taught us wisdom long before we understood its value....
08/05/2026

Ahead of Mother's Day this weekend we pay tribute to the women who taught us wisdom long before we understood its value. We honour the incredible women who balance family, career, and everything in between. Your dedication, wisdom, and resilience inspire those around you every day.

In our office, we celebrate all mothers: whether you’re raising the next generation, leading a business, or both. Thank you for the guidance, strength, and love you bring to every aspect of life.

Address

272 Bronkhorst Street, Brookfield Office Park
Pretoria
0081

Opening Hours

Monday 08:00 - 16:00
Tuesday 08:00 - 16:00
Wednesday 08:00 - 16:00
Thursday 08:00 - 16:00
Friday 08:00 - 16:00

Telephone

+27123469639

Website

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