About Seventy Two Wealth
Financial decisions that support your life
We help you make decisions about protection, health cover, insurance, saving, investing, retirement, estate planning and family security as parts of one financial life.
We start with your life, your priorities and the trade-offs you face, not with a product to sell. Then we help you decide what matters now, connect it to what comes next and keep your plan working as life changes. Our role is to advise, explain and stay involved. The decisions remain yours.
Our name is inspired by the rule of 72, a simple way to understand how growth compounds over time. For us, the principle reaches beyond investment returns. Protection, health cover, insurance, savings, investments and long-term planning all affect one another. When these decisions are considered together and reviewed over time, they can build resilience, opportunity and choice for you and your family.
Good decisions compound.
Our team
Seventy Two Wealth is a team of independent financial advisers supporting medical professionals, families and long-term clients.
Cape Town
Gideon Bosman CFP®
Managing Director / Independent Financial Adviser
BCom (Management Accounting) (US), PGDip Financial Planning (USB)
I started my "investment career" as a child buying and selling shares with my Dad. Now many years later I love the journey of helping clients invest to reach their personal financial goals. Having an accounting/tax degree background adds huge value when structuring investment portfolios.
If I didn't do this I'd be: traveling the world and own a running speciality store.
Jéan Muir CFP®
Independent Financial Adviser
PGDip Financial Planning (USB)
My compassion and empathy led me to start a career in financial planning. My aim is to be part of my client's life, so I can help you with financial planning holistically. I start with your needs and dreams and by working together you can see the results.
If I didn't do this I'd be…
Traveling with different people to different parts of the country and world.
Anika Delicio-Greyling CA, CFP®
Independent Financial Adviser
BBusSci (UCT), HDAcc (Wits), PGDip Financial Planning (Mlprk)
I am very analytical and have a spreadsheet for just about any aspect of financial planning. Tax planning is one of my favourite ways to ensure clients get the most out of their investments.
If I didn't do this I'd be…
Busy with a million other things - I can't sit still for long.
Paul Bredell, CFP®
Founder / Independent Financial Adviser
PGDip Financial Planning (USB)
Founder and director of Bredfin. I started my career at Liberty Life and realized that the best advice is independent advice and then Bredfin, now Seventy Two Wealth, was born.
If I didn't do this I'd be…
Sitting on the beach in Thailand enjoying the sun.
Simoné Viljoen
Health Adviser
NQF 5 (PSG)
I gained my knowledge in the medical aid industry working as a consultant for Discovery Health and Profmed, but realised the most value I could add was working as an independent medical aid adviser and giving clients the best product to suit their needs. I pride myself in specializing in the products that I offer. I love helping people and making a difference!
If I didn't do this I'd be…
A full-time soccer mom.
