About Dries van Rooyen

Dries is:

  • a Wealth manager
  • an Investment strategist
  • and an Economist.

Products and Services

Investment and Financial Planning consultancy :

  • Investment planning
  • Retirement planning
  • Estate, SA Trust and tax planning
  • Employee Benefits
  • Portfolio management
  • Family and business risk planning
  • Offshore trust and international retirement planning.

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)