Meet Our Team

Willie Du Plessis

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

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. 

Charne Leach

Willie du Plessis Financial Services cc short term insurance is headed up by Charne Leach 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 Charne 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

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. 

Nancy Salzwedel

Short Term and Claims Assistant

I have been in the Financial planning industry since 2004 as an assistant.

I have worked with Short Term insurance, investments, life covers and wills. The companies I've worked with while in the assistant position varies between various companies.