*January 2025* ๐ฅณ
*I want to say thank you* ๐๐ป
_Thank you to those who engaged
To cross T's and dot I's ๐
We updated beneficiaries ๐
We got your wills signed ๐ and placed in safe custody ๐ณ๏ธ
We looked at your estate planning ๐ชฆโฑ๏ธ and put the necessary risk cover in place specific for you. ๐ฉป
Your pension ๐ธโณ made more sense as we looked at tax efficiency. ๐งพ
Investment ๐ต comparisons โ๏ธwere done and portfolio blends ๐ proved market position. ๐
Offshore ๐๏ธinvesting boomed ๐again and tax allowances utilised ๐ฏ
Medical aids ๐ฅwere upgraded, changed and new ๐ ones looked at with my ladies that did a great job. ๐๐ป
Household and short term ๐๐ป๐ ๐๏ธ covers we took over a lot. Thank you to the team that assisted ๐งฐ with all the claims ๐ต that came in. โจ๏ธ
Some of you changed job's and made the right decision to preserve ๐ฐ and take a little Christmas bonus where needed ๐๐
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.
David Jansen - Wealth Planner
David Jansen's extraordinary capacity as a seasoned financial and wealth management advisor allows h
15/08/2024
August 2024
Get your short term insurance checked and evaluated ๐๐๏ธ๐ญ
Let us do the complicated part for you ๐๐ฟ
Send us your current policy schedule ๐and let's see how we may assist you, either in staying with what you have or showing the value of change. ๐
๐ David Jansen 0825524004
๐จ [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 โ
WILLS not signed or in place
(a big one)โฐ๏ธโฑ๏ธ
RISK benefits not in-line with employment benefits ๐๏ธ๐
OLD INVESTMENT comparison done & necessary changes made market related. ๐
RETIREMENT provisions increased ๐
TAX FREE inc TAX efficient investments have been taken advantage of ๐
OFFSHORE options explored to diversify portfolios & reduce estate liability ๐ต
ANNUITY payments were increased due to rise of living expenses ๐ธ
[email protected]
14/08/2023
August 2023. The ๐ฌ๏ธ of change
If you want something different.๐ธ๐๐๐
You go to do something different.๐ง
Recognize your strengths ๐ช๐ป and those around you.๐๏ธโโ๏ธ
Allow the right people to have an input in your life.
Move forward.๐ด๐ผโโ๏ธ
Move up ๐
Should you see value in my offering not just to you but for those you care about! ๐ซ
*David Jansen* Hereford. Financial Advisor
03/05/2023
May 2023
Just coming out of worker's day ๐ค๐ง of the day
Work ๐๏ธ
Its called work โ๏ธ
You either work๐ ๏ธ harder ๐โฐ๏ธ
Or you work ๐งฎ smarter ๐ง
I say combine the two ๐คฏ
How long ๐คทโโ๏ธ do you plan to work for your ๐ฐ?
Or at what point does your ๐ต work for you ๐ซต
What happens if and when life's ๐ฐ๐ป unexpected happens๐ ๐๐พ and comes your way ๐ฉ๐พโ๐ผ
Leave a will ๐ not a bill ๐ท they say!!
โณ you either have it
Or you don't โ
You either have something ๐
Or you got nothing ๐
Further โ๏ธ donโt hesitate to give me a callโ๏ธ or just a simple friendly reply ๐ต
Feel ๐ to refer me to that guy๐บ๐ปor girl ๐๐ผ,family ๐ช or friends, should you see the value ๐ก in my offering not just to you but also those you care about ๐ซ .
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
โThere is no passion to be found playing smallโin settling for a life that is less than the one you are capable of living.โ โ Nelson Mandela
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