Comprehensive flat-fee financial planning for high-earning South Africans
Cherise Erasmus, CFP®
Financial Planner
(BCom, PGDip Financial Planning)
Cherise entered the financial planning profession fuelled by a passion for helping people make better financial decisions. However, she found the advice industry to be frustratingly product- and commission-focused instead of doing what’s best for the client. This led her to Freedom Financial Planning.
As a lifestyle financial planner, Cherise finds joy in listening to people’s stories, understanding their backgrounds, and what drives them. She enjoys the fact that each client is unique, with different goals and aspirations, making every workday a new and exciting experience. "I take pride in knowing that, through the planning we do, our clients feel a sense of freedom, knowing what lies ahead," she says. "They are confident in what the future holds and empowered to shape it."
Connect with Cherise
Ep. 15 I Invest or Pay Off Debt 🇿🇦 The SA Case Study That Uncovered R1.6M in Avoidable Tax
Ep 14 I Invest or Pay Off Debt? 🇿🇦 The Tax Calculation High Earners in SA Get Wrong
He set up an offshore trust to save tax. It saved him 1%.
Ep.13 🇿🇦 The Trust Myth: Why South Africa’s "Magic Bullet" is Losing its Shine
Why Wait Until You’re Dead? Let Your Kids Enjoy the Money Now