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Poenie van der Merwe DipFA AWPeTR
Senior Financial Planner
Poenie is a senior financial adviser providing holistic financial planning advice to help clients identify, and achieve, their financial objectives as they navigate the travelator of life. He is also a one of Pembroke`s Defined Benefit Pension Transfer Analysis Specialist.
Prior to his financial services career Poenie was a consultant winemaker for many South African and English vineyards, so is well-versed in looking after the investments of others.
Today he continues to deliver the highest professional standards in the field of financial planning to his clients.
Jenny
Good service
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Kath Holloway
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
Laura
Fantastic
I would like to introduce you to my cousin, who I have included on this email. She is looking for someone to support her with setting up a pension/ financial advice… basically the same kind of service you offer me. Pembroke Financial has been fantastic to me over the years, so I recommended you.
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
Matt & Ali Davis
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
