• My name is
    Dries van Rooyen

    Accredited financial service provider in Knysna, Western Cape, South Africa

  • Consulting for wealth

    We grow your investments year by year

Financial Consulting – professional, fast, affordable

Integrity

a Professional advice team to manage and enhance the long term wealth of its valued clients.

Honesty

Clear communication of the  investment strategy.

Conviction

Protection of capital is a very important driver in the business.

Pro-activeness

Strategic business relationship with  the Discovery Group.

4 Easy steps to success – The process is quite simple

1.) We talk about your portfolio

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2.) I crunch the numbers

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3.) You get advice on how to grow your portfolio

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4.) So the journey begins

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A little bit about me

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)

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

Contact Southern Wealth

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