Desire de Waal
With over 20 years of experience in the financial services industry in South Africa, I have enjoyed helping clients plan ahead in terms of their short-term needs and long-term goals. I am an organized individual and able to keep multiple priorities in mind while aiming for the best outcome for my clients. I assist all types of clients with their financial planning and investment needs and particularly enjoy empowering women and young female entrepreneurs through regular seminars and help them imagine a broader future for themselves in the financial world. I have a strong desire to work closely with my clients, understand them and customise solutions to suit their specific needs. Creating new short & long-term financial goals and understanding which assets will help to achieve those goals, and using them in the most tax-efficient manner is part of the challenge that makes me keep coming back for more. I am responsible for meeting with clients, researching issues, preparing and presenting financial plans and concentrate on investment management, estate planning, insurance analysis, education planning and pre- and post-retirement planning. I am also a devoted mother of a self-determined daughter, who motivates me to be true to myself, improve conditions and to have a life based on good living. It is important for me to achieve an effect of long-lasting success and ultimate happiness.
- CISI Level 3 – Certificate in Wealth & Investment Management
- Regulatory Exams 5
- National Diploma Finance
- Wealth Management Certificate NQF level 5