Andre Wethmar - Sanlam Financial Planner | FinPrufe Wealth BlueStar | Somerset West
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Andre Wethmar CFP®

Sanlam Financial Planner

Bio

Get to know me

Andre Wethmar is a senior financial planner and started his career at Sanlam in February 2012 within FinPrufe Wealth BlueStar. He is passionate about tax and investment planning, and his main goal is to help you make well-informed decisions on what types of investments are suitable for you considering tax. Andre is firmly committed to long-term client relationships and, through financial planning, helps his clients with retirement, tax, estate & insurance planning strategies. Andre holds a BCom degree, Postgraduate Diploma in Financial Planning from the University of Stellenbosch and a Postgraduate Diploma in Investment Planning from the University of Free State. He is a member of the following professional bodies: - Financial Planning Institute of South Africa, where he is a licenced CFP® professional - South African Institute for Tax Practitioners, where he is a registered General Tax Practitioner (SA)™ - Council of Medical Scheme, registered medical scheme broker

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Sanlam Reality
    • Fiduciary Services
    • Medical Cover
    • Gap Cover

Qualifications & Awards

Qualifications

  • Postgraduate Diploma in Financial Planning
  • Bachelor of Commerce
  • Certificate in Financial Coaching
    • Postgraduate Diploma in investment Planning
    • Postgraduate Diploma in Estate Planning

    Awards

  • Eagle Status: Bronze
  • International Quality Awards: 5

Interests

Things I like to do

  • Reading
  • Jogging
  • Formula 1 supporter