Toy Meyer Financial Services
EST 1985

Comprehensive financial planning and investment management services as a means of building wealth, increasing peace of mind and creating more freedom in the lives of my clients.

Live by design, not by default

Toy Meyer Financial Services
EST 1985

Comprehensive financial planning and investment management services as a means of building wealth, increasing peace of mind and creating more freedom in the lives of my clients.

Live by design, not by default

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About Toy Meyer

I am a Certified Financial Planner® Professional and a registered Tax Practitioner with SARS.

I offer Comprehensive Financial Planning and Investment Management Services as a means of building wealth, increasing peace of mind and creating more freedom in the lives of my clients. I am here to help you live by design, not by default.

Over the years, I have helped Companies, CEOs, Executives, Retirees and dozens of other people from all walks of life to grow their financial lives. Done right, financial planning is about more than just money. It’s about creating clarity, freedom and connection – and those things are free.

My ethos is deeply rooted in empathy, kindness, authenticity, honesty and integrity. My aim is to serve as an integral advocate and partner to help my clients live the very best possible versions of their lives.

The fact that I am independent, not affiliated to any specific company makes me an advisor that only looks after your interests.

If building a relationship with a financial advisor based on honesty and transparency sounds like your kind of thing, then I’d love to chat to you.

For those who are ready, I am here to help clear your path forward, and then walk with you every step of the way.

Products

Services

Qualifications

  • NQF 5 in Wealth Management
  • NQF 6 in Financial Planning
  • Post Graduate Diploma in Financial Planning (UFS) (NQF Level 8)
  • Advanced Post Graduate Diploma in Financial Planning (UFS) (NQF Level 8)
  • FSP license 6954
  • Certified Financial Planner® Professional and Tax Practitioner

Free Retirement Reality Check

To help you make an educated, informed decision about hiring me, I offer a free Retirement Reality Check assessment to show you how to improve your finances before you pay me anything in fees

Companies I Deal With