Charl Du Plessis - Sanlam Financial Planner | Veros BlueStar | Newcastle
Charl Du Plessis profile picture

Charl Du Plessis CFP®

Sanlam Financial Planner

Bio

Get to know me

My primary goal remains, and has always been, to exceed the expectations of my clients. I achieve this through my knowledge of financial markets, products, and well-proven planning processes. I have a loyal client base because I believe in honest and appropriate solutions. I ensure that my clients’ interests always come first. My clients expect an outstanding level of professionalism and someone who will listen to their needs. They have peace of mind that a qualified professional adviser will always be available to maintain the level of expertise and skill that they have become accustomed to. I respect and cooperate with everyone whose products and services constructively augment mine in meeting the needs of my clients.

Services

How I help my clients

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

Qualifications & Awards

Qualifications

  • Postgraduate Diploma in Financial Planning
  • Awards

  • Eagle Status: Bronze
  • International Quality Awards: 7
  • Certified Financial Planner®

Interests

Things I like to do

  • I love rugby and being outdoors.