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)