Financial Planning

Financial Planning

Let’s grab coffee and talk about all your Financial Needs and Wishes’ in order to achieve your lifestyle goals and have peace of mind.

Financial Planning
Financial Planning

Contact one of our Advisors to discuss Options

Fanie Du Preez Independent Financial Advisor
Fanie Du Preez
Independent Financial Advisor
Fanie is an Independent Financial Advisor with 50+ years experience. He is a fully qualified Financial Intermediary and a member of the FIA and CMS. Fanie established himself as being the top Advisor for Sanlam Life and PPS for numerous years and has earned awards and accolades for service excellence.
Anton Du Preez - Independent Financial Advisor
Anton Du Preez
Independent Financial Advisor
I have been an Independent Financial Planner in our Family Financial Practise with my dad and brother for over 24 years. My role is to connect, guide and assist my clients through the “noise” into only getting what they need to achieve their financial goals and to have peace of mind along their Journey ahead.
Mariska Basson - Independent Financial Advisor
Mariska Basson
Independent Financial Advisor
Mariska is an Independent Registered Financial Advisor with 20+ years’ experience in the financial industry. Mariska is member of the FIA and CMS.