Authorised Principal
Sanlam Financial Planner
Kiewiet Du Plessis
About me
I am a senior financial planner specializing in voluntary investments, Pension and Provident fund lump sums, Life cover, various savings plans & Retirement planning, Group schemes & Business assurance for the business owner. I offers professional advice with a tailor made solution to address your specific needs at a reasonable fee. I have been in the industry since 2009 and have received numerous awards and International quality awards over the years.
My interests
- Social interaction
- Motorsport
- Gaming
My qualifications & recent awards
Qualifications
-
National Certificate in Wealth Management
Awards
PRODUCTS AND SERVICES
What we offer
Severe Illness Cover
Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.
TOOLS & CALCULATORS
Explore resources to help you connect with a financial adviser.
Saving for Retirement
CALCULATE SAVINGS
Personal Client Profile
GET STARTED
Risk Tolerance Assessment
INVESTMENT RISK PROFILE
Online Will
DRAFT YOUR WILL ONLINE IN MINUTES
Short-term Insurance ChatBot
SUBMIT YOUR REQUIREMENTS
Financial Check
5 MINUTE QUIZ. SEE HOW FINANCIALLY PREPARED YOU ARE
Money Personality
CHAT TO THE SANLAM AI COACH
CAMPAIGNS
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