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FINANCIAL PLANNING

with heart and excellence

Life often presents us with obligations and responsibilities that limit our ability to fully choose our path. Our goal is to guide you toward a place where you can make informed choices confidently.

Working with us will feel different from typical experiences in financial services. We’ll take the time to get to know you, understand your goals, and explore what truly matters to you. From there, we’ll create options that empower you to shape a financial plan that can grow and adapt alongside you. This plan will serve as a roadmap, helping you make better, more practical financial decisions over time.

Our process, team of financial planners, and dedicated support structures are all designed to meet you where you are in your journey. We’re here to help you take control and become the master of your own financial future.

OUR TEAM

WHAT WE DO

We are financial planners who provide ambitious clients, who treasure family and a balanced lifestyle, with the best path to wealth creation and protection.

We created a process called “Mastering your Journey”. The process serves as a guide to creating, implementing and maintaining strategies tailored to achieving a your own unique financial goals.

We provide the highest quality advice that enhances the quality of your life journey and includes family, occupation, recreation and money goals, and leads to sustained and actionable solutions.

We are your financial compass and strive to organize and simplify your financial well-being.

To find out more about what financial planning is about go to www.fpsb.org/about-financial-planning
To find out more about the CFP® professional designation go to www.fpsb.org/cfp-certification

OUR AWARDS INCLUDE

Le Grange & Associates Practice:

  • 2024 National Practice of the Year Winner, Old Mutual PFA
  • 2023 National Practice of the Year, Innovation Award, Old Mutual PFA
  • 2023 National Practice of the Year Runner-Up, Old Mutual PFA
  • 2022 National Practice of the Year Runner-Up, Old Mutual PFA
  • 2021 National Practice of the Year Winner, Old Mutual PFA
  • 2019 National Practice of the Year Winner, Old Mutual PFA
  • 2018 National Practice of the Year Top 10, Old Mutual PFA

Henri le Grange, CFP®:

  • 2023 Integrated Wealth Planning, Best Financial Plan, Old Mutual Wealth
  • 2021 Financial Planner of the Year Finalist, Financial Planning Institute
  • 2020 Financial Planner of the Year Finalist, Financial Planning Institute
  • 2020 National Offshore Convention / Top 25 qualifier, Old Mutual PFA
  • 2018 Tubby Teubes Mentorship Award from Old Mutual South Africa
  • 2018 Financial Planner of the Year Top 5, Financial Planning Institute
  • 2018 Northern Cape Area Champion, Old Mutual PFA
  • 2017-2023 Member of CoDA, the Circle Of Distinguished Advisers, Old Mutual PFA
  • 2017-2019, 2021,2022,2023 National Onshore Convention qualifier, Old Mutual PFA
  • 2016 Top Student Award - Asset types and Investment Planning in Advanced Postgraduate Diploma in Financial Planning programme, University of Free State
  • 2015-2023 Central Region Top 25, Old Mutual PFA
  • 2015-2023 CFP® professional, Financial Planning Institute

Ignatius Muller:

  • 2019-2020 RFP™ professional, Financial Planning Institute
  • 2018 Northern Cape Area Top 5, Old Mutual PFA
  • 2018 National League Winner, Old Mutual PFA

Hannes Visser:

  • 2023 CFP® Qualification, University of the Free State
  • 2018 National League Winner, Old Mutual PFA
  • 2018 Northern Cape Academy Champion, Old Mutual PFA
IN THE MEDIA

March 2023 DFA Article

June 2019 Propulsion Podcast

June 2019 Glitter Magazine Article

Dec 2019, Cover Magazine – Practice of the Year Winner

Dec 2019, Cover Magazine – Circle of Distinguished Advisors

Dec 2019, Money Marketing – Practice of the Year Winner

Dec 2019, FA News Magazine – Practice of the Year Winner

Nov 2019, Today Magazine (Quarter 4) article “Your retirement fund: LIVE LARGE OR PLAY IT SAFE?”

May 2020, You Earned it!

Aug 2020, How top financial planners have adapted to Covid-19

Oct 2020, Meet the finalists of the FPI’s Financial Planner of the Year 2020 competition

OUR PROCESS

mastering your journey

EXPLORE

We will spend time getting to know each other in order to determine if our philosophy and approach is a good fit for your needs.

FORM GOALS

We look at what matters most to you and help you set clear and measurable familial, occupational, recreational and monetary (F.O.R.M) goals

CREATE ROUTE OPTIONS

With clear goals set and your financial information at hand, we do an analysis and find options available to align your current position with your goals.

CHOOSE A ROUTE

We will guide you through the various options available and make recommendations to ensure that you have a plan to take you forward with confidence and certainty about your financial future.

HIT THE ROAD

After choosing a route that suits you, we agree on how and when recommendations will be carried out.

STAY ON TRACK

Your life will keep changing, and you should be able to change your choices too. We review your plan and enhance it to make sure your plan keeps evolving with you.

Always in the know

Empowering you to become the
master of your financial journey.

RECOMMENDED BY

hear it from our clients

Ek is ‘n jarelange tevrede kliënt van Ou Mutual. Net soos hul voorgangers, doen Henri en sy span uitstekende werk en lewer goeie betroubare diens(of dalk effe beter). Hulle bevredig my totale behoefte aan versekering: Besigheid; landbou; lewens; voorsorgfonds, kort termyn; medies en as daar nog iets oor is belê hulle dit ook sorgvuldig.

Mr Jim Bredenkamp

1/3

In a country where service delivery is no longer a priority to anybody and big corporate companies does not care about losing clients, the Le Grange & Associates Practice in Old Mutual, is the very rare exception. This practice, headed by Henri Le Grange and his right hand lady, Jolene de Klerk is an example of how clients should be treated. I am not the easiest of clients and when I want something done, I wanted it done yesterday and if it is not possible to have it done, I require regular feedback and progress of the matter.

Miss Marinda Cilliers

Ek kan die dienste van die praktyk beslis aanbeveel vir enige dienste wat hulle lewer. Hulle dienste is flink en betroubaar en het ek en my man nog net goeie diens ontvang vir al ons lang en kort termyn versekering sowel as ons testamente en boedelbeplanning. Hulle loop die ekstra myl vir ons as kliente.

Mrs Anna-Marie Wahl

Mr Le Grange has served as my broker for the past seven years and has always attended to my financial needs with extinction. During the time I have come to trust Mr Le Grange and we have formed a strong client-broker relationship. His knowledge on both national and international fiscal matters is commendable. He discharges his duties with great passion, professionalism, confidentiality and high ethical standards. I value the advice and service provided and have subsequently recommended some of my siblings to him.

Dr Tony Mpisi

Working with Hannes Visser at Le Grange & Associates has been a game-changer for me. Unlike any financial service I’ve experienced before, they took the time to truly understand my goals, values, and concerns. Their team didn’t just offer a standard plan – they created options tailored to my needs, empowering me to make decisions I felt confident about. Now, with a financial plan that grows with me, I feel in control of my future. Le Grange & Associates has been a constant, guiding presence, helping me navigate every financial decision with clarity and peace of mind."

Mr. Jannie Loots

Start your journey with us today

GET IN TOUCH

adding context to your choices

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