Who is Southern Wealth?

Southern Wealth is a multi-specialist wealth management company, with origins in the Garden Route, South Africa.

Integrity

a Professional advice team to manage and enhance the long term wealth of its valued clients, their families and their businesses

Honesty

Clear communication of the  investment strategy moving forward

Conviction

Protection of capital and growth is a very important driver in the business

Connected

Strategic business relationships connected to wealth groups and the Discovery Group (FSP 18147)

Southern Wealth

We specialise in investment management and corporate benefits, but will also give good financial advice on estate and tax planning, health planning as well as short term risk planning, such as marine and aviation.

Five steps in Financial Advice

1.) Specific data and comprehensive needs analysis

2.) Short and long term requirements and implications

3.) Consider all workable options and combinations

4.) Implementation of strategic proposal and structure

5.) Review and manage outcome regularly

A little bit about me

Industry qualifications

  • B.Com (Economics)
    University of Johannesburg
  • MBL (Master in Business Leadership)
    University of South Africa
  • CFP Professional (Certified Financial Planner)
    Financial Planning Institute, Southern Africa

Industry experience

  • Liberty Life – Johannesburg
    (Employee Benefits)
  • Fedsure Group – Johannesburg
    (Strategic planning, mergers and acquisitions, unit trust management company, link products company)
  • Standard Bank of SA – Johannesburg
    (Wealth Creation executive, offshore investments)
  • Discovery Group – Garden Route
    (Business Executive, financial planning, own investment practise)

Contact Southern Wealth

Dries van Rooyen

Office: TH22 Thesen Harbour Town, Long Street, Knysna

Office number: +27 (0)44 382 3006

Mobile number: +27 (0)82 376 5114

GPS: 34°02’54.7″S 23°02’51.5″E