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