David Jansen - Wealth Planner

*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.

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]

Leave a will not a bill

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]

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

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.

Happy Freedom Day

Motivation Monday

Drop me a DM let me show you how.

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

30 Year's against all odds.

30 Year's of Legacy Creation

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