About Biglife
Biglife is an Independent Financial and Wealth Planning company. We bring financial planning to future-focused individuals who are in the process of making big and important life decisions. We have been in the Financial Advisory industry since 1993 and we work with clients who don’t have enough as well as with clients who have more than enough. At Biglife, we believe the earlier you work with a Financial Planner the faster you can give yourself peace of mind and achieve your life goals.
Want to know more about our values, click here or want to jump right in and get the jump on your financial planning journey, click here.
Our Team
Brian Price
Brian Price is not the corporate financial advisor you will find on the other end of a “call us now” sales pitch phone call, he is down to earth, passionate about his job and has a witty sense of humour. After working in the Life Assurance industry as a tied financial Broker and achieving numerous personal and corporate achievements and awards, he boldly stepped out and launched his own Independent Advisory Business. He believed that there was not enough independence in the advice-giving space and that true holistic financial planning is bigger than Life Assurance, hence the name Biglife. Now he runs a completely independent and thriving Financial Planning Business with one other financial planner alongside him with many loyal clients who have been with him for longer than 20 years. He firmly believes that what worked in the past does not mean it will work that way in the future and it’s important to keep abreast with what’s new and improved and what is still best for the client in the long term.
Brian assists people with matching their values and life goals with their finances.
Brian is an active member of:
- HS Network
- SAIFAA
- Plus 50 Network
- Whealthcare Planning Association
- South African Income Tax Association
Biglife carries the Masthead Compliance badge for outstanding compliance over a rolling period.
Keely Swanepoel
Keely Swanepoel is a financial planner with a mission to help people sleep better at night and live more fulfilling lives during the day. With an Advanced Diploma in Financial Planning and a degree in Economics, she has the knowledge and expertise to see her clients through the valleys and mountains of their lives.
She is passionate about helping her clients achieve their financial goals, whether that means saving for retirement, purchasing a home, or growing their investments.
She has always been fascinated by the world of Personal Finance and loves nothing more than helping her clients navigate the often-confusing landscape of financial planning and being a partner to help them create a better life for themself.
Whether you’re looking to find financial security so you can focus on other personal life goals, save for retirement, get out of debt or grow your investments, She is here to help. She believes that everyone deserves financial security and peace of mind, and is committed to making that a reality for each of her clients.
Her approach to financial planning is rooted in transparency and minimalism while championing education. She believes that by empowering her clients with knowledge, they can make informed decisions about their money and feel confident in their future. She takes the time to get to know her clients and their unique needs, circumstances, and dreams and tailors her services to help them achieve their specific goals.
In her free time, you can find her outdoors on adventures with her family or spending time with a good book or Netflix series. She believes in the importance of work-life balance and strives to bring that philosophy to my professional life as well.
Our Core Values
The Client is the King of their Empire – We work alongside you to co-build a financial plan and we act only as a guide in assisting you in achieving your life and financial goals.
Curiosity is our core – We are committed to remaining fresh-minded and flexible to our clients’ ever-changing needs and circumstances. We believe in asking our clients new and fresh questions and opening up new conversations to continuously gain a better and more well-rounded view of our client’s goals and fears.
Simplicity is visionary – Ensuring our clients know both the 800-word summary version of their financial plan as well as the 50-word and picture summary version is at the heart of how we do what we do. We always ask ourselves; can the client tell a friend or spouse the “why” or “how” behind the “what” of their technical financial plan. It’s simple, if they can’t, will they truly be able to stick to and believe in their financial plan.
We Rise for Excellence – Our commitment to continually keep learning and improving our skills and the education of our clients is our cornerstone. Learning and sharing our knowledge with our clients is rewarding both for our clients and for ourselves. We believe that excellence is achieved through intentional and sincere effort on a continual basis.
How Are We Different
- We help people use their money to enable them to dedicate more time to living their lives
- We are transparent in all our business and advice processes.
- We believe in involving you in every step of the planning process, each meeting is geared towards open-ended discussions about life and your current and future plans.
- We do not stick to the “once-a-year annual review” rule. We make ourselves freely available on an ongoing and open-ended basis, whether via email or voice/video calling technologies. We actively strive to be available when our clients need us most, right in the action of decision-making.
- We provide ongoing reports or “snapshots” of your different financial life plans. This allows you to see your progress towards your goals and also to have a clear understanding of the action items for the future.
Our approach is to get you to see and believe in the bigger picture and then help you use your money to match your values so you can live your big life!