Desire de Waal
With over 20 years of experience in the financial services industry in South Africa, Desire has enjoyed helping clients plan ahead in terms of their short-term needs and long-term goals. Desire is an organized individual and able to keep multiple priorities in mind while aiming for the best outcome for her clients. She assists in all types of clients with their financial planning and investment needs and particularly enjoys empowering women and young female entrepreneurs through regular seminars and help them imagine a broader future for themselves in the financial world. She has a strong desire to work closely with her 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 her keep coming back for more. She is 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. She is also a devoted mother of a self-determined daughter, who motivates her to be true to herself, improve conditions, and to have a life based on good living. It is important for her 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