Opening Hours: Monday - Thursday: 8:30 am - 4:00 pm and Fridays 8:30 am - 1:30 pm
  • Find Us 28 Bonza Bay Road, Beacon Bay
  • CALL US TODAY 043 555 0950 / 043 748 2500
  • Email us:
Opening Hours: Monday - Thursday: 8:30 am - 4:00 pm and Fridays 8:30 am - 1:30 pm X

Meet Our Team

We are passionate about making sure you are covered!
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  • Meet Our Team

Meet Our Team

Willie Du Plessis
Contact 043 748 2500

Willie Du Plessis

CEO and Key Individual

We assist our clients with Financial Planning that suit their needs and affordability. We advise on the following:

  • Investments (Lump sum or monthly recurring Savings Plans, Education, Retirement etc.)
  • Life Insurance (including, Disability and Severe Illness - pays on heart attack, bypass surgery, Stents, Stroke, Cancer etc.)
  • Income Protection (Pays you an income when you can not work due to an Injury or Illness)
  • Funeral Plans
  • Short Term Insurance (Household and Vehicle Insurance)
  • Commercial Insurance (Business etc.)

Marguerite Du Plessis

In-House Compliance Office/Branch Manager

Marguerite has been in the financial services since 1991. She has always been on the administration side and became a Regional Administration Manager for a well known national assurance company before becoming a Member of Willie du Plessis Financial Services in 2009. She has a industry related Cerificate of Proficiency, Life Intermediaries Certificate, RE1 and RE5 Regulatory Certificates. She is our practice manager including our in-house compliance monitor. Moonstone Compliance are our compliance officers. 

Yolande Impey

Financial Planning

Willie du Plessis Financial Services cc short term insurance is headed up by Yolande Impey who has a NQF Level 5 National Certificate in Wealth Management. She can assist you with all your Household and Car Insurance, Business Insurance as well as Professional Indemnity and Liability Insurance. Why not give her a call and give Yolande an opportunity to quote and possibly save you on premiums?

Contact Yolande on 043 555 0950 or 043 748 2500 for an appointment to chat about your personal and business insurance.

Cindy Herman

Personal Assistant / Senior Admin Assistant

Cindy has been in the financial services industry since 1993 and has gained immeasurable experience where she was employed with various national financial services companies and local advisers with administration duties. She has been with our practice since 2019 as Willie du Plessis personal assistant. 

Kim Piater

Short Term Insurance Assistant

I studied in 2014 at NMMU, Diploma in Business Management.

Assisting our Short Term Insurance adviser where I am looking forward to assisting you with your house, car and business administration within our practice. I have knowledge in different industries throughout the years of my working career. I started my career at Willie du Plessis in August 2023, learning and gathering more knowledge of the Finance industry, in the Short Term Insurance department. 

Nancy Salzwedel

Life and Health Assistant

Life and Health Assistant

I have been in the Financial planning industry since 2019 as a Financial planner assistant.

I have worked with investments, life covers and wills. The companies I've worked with while in the assistant position varies between Old Mutual, Momentum and Sanlam.

I have grown a passion for the Financial Industry and hope to some day call myself a Certified financial planner.

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