At The Wealth Room, we believe financial planning should feel purposeful, not overwhelming. We don’t just build plans — we build relationships.

Our approach centres on Integrated Wealth Planning, a holistic process that brings every part of your financial life together — from risk protection and investments to retirement, healthcare and estate planning. We listen deeply to understand your goals, translate your unique circumstances into a clear roadmap and guide you with education, transparency and support every step of the way.

Our role isn’t to tell you what you can’t do — it’s to help you understand the implications of your choices, so you can confidently pursue the life you imagine.

Empowerment
We educate, guide and equip clients so they can take control of their financial future with confidence.

Integrity
Honesty and transparency are at the heart of everything we do — because trust is the foundation of a strong financial partnership.

Holistic Thinking
We look at the full picture — not isolated products — so your plan aligns with your life, your goals and your legacy.

Long-Term Partnership
We’re here for the journey — not just a transaction. Our ongoing support ensures you stay focused, flexible and prepared for what lies ahead.

Human-Centred Service
We value meaningful relationships, genuine care and personalised guidance that reflects who you are and what you want most.

Founded with a clear purpose — to help everyday people take control of their financial lives — The Wealth Room has grown into a trusted financial planning firm grounded in education, partnership and long-term thinking.

The journey began under the leadership of Grant van Zyl, a Certified Financial Planner® with over two decades of experience in the industry. Grant’s vision was simple: shift the conversation from products to people, and empower clients to understand their finances so they could live with confidence and purpose.

In 2020, Francois van Wyngaardt joined the team as Director — bringing deep advisory experience and a passion for helping clients make intentional financial choices in an independent, client-centric environment.

Soon after, Rudi Bouwer came on board as Wealth Planner and honorary Golden Key member, contributing his mindset-shifting approach and commitment to meaningful client relationships that go beyond numbers.

From these beginnings, The Wealth Room has become more than just a financial planning firm — it’s a place where people gain clarity, confidence and purpose on their journey to financial freedom.