Tonie Grobler Attorney
About
Tonie Grobler was admitted as an attorney in 1998 after completing his articles and attending the School for Legal Practice in Pretoria. He studied at the PU for CHE (Pukke) now University of North West and completed his B.Proc degree. After several years in die Corporate environment as Legal Advisor and Fiduciary Specialist, and with the sought-after CFP® designation behind his name as a Certified Financial Planner and numerous in-house certificates and valuable experiences with Liberty Life, Discovery and FNB he started his own boutique law firm, Tonie Grobler Attorneys, specialising in Financial Planning Law. With one foot in legal advice and one foot in the Financial Planning space he created what he believes is the Perfect Match for clients who are serious about their Wealth, Financial-, Business and Legacy Planning.
Definition of Financial Planning
Financial planning is the profession that identifies the needs and goals of clients, and build a holistic, lifelong plan to address those needs and to achieve the client’s financial goals.
Financial planning also focuses on long-term planning, to ensure clients have sufficient funds for retirement and have done estate planning, thereby ensuring that the client and their loved ones have financial security. Financial planning also analyses the way business are structured and ensure the continuity of business interest within a corporate structure.
Solutions:
Legal and Financial Planning
All legal agreements and work that affects your wealth.
Property Transactions and Transfers, Business structuring and planning.
- Estate Planning and Administration
- Wills and Trusts
- Trust administration and Trusteeship
- Financial Planning
- Business Needs analysis
- Business agreements
- Buy and Sell agreements
- Contingent Liability and Suretyship investigation and protection.
- Pre and Post Retirement Planning
- Employee benefits
- Life Insurance and Investments
- Disability and Dread disease benefits
Our Partners
Services and solutions are provided by making use of strategic partners.
Tonie Grobler Attorneys – Legal Practice Council Membership no: 16219
Visicor Group (Pty)LTD a Registered Financial Services Provider with FSP no: 15216
Service Providers include:
- Discovery
- Liberty
- Momentum
- Brightrock
- PPS
- Sanlam
- Allan Gray
- Sygnia
- Hollard
Visicor also provides short term insurance services through all the major service providers. Disclosure Form
Contact Us
18 Mentz Avenue Bela Bela, 0480
Office: 014 736 4233
Cell: 072 712 6936
Email: tgrobler@belanet.co.za
We believe in meeting in person for the best results.
Please fill in your details and we will come back to you shortly.
Note: All material is copyrighted to Tonie Grobler and may not be reproduced by anyone without prior consent. ©