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POPIA does not permit our use of your personal information for marketing or cross boarder information flow without your consent. This notice is to inform you that this website only uses cookies that are strictly necessary for it to function and for no other purpose. These cookies do not store any personal information. Please click on this link, Privacy Policy Statement, or this link, Cookie Statement, to learn more about how we deal with people’s personal information.

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We provide advice and products through all major asset management companies. Some of our products would include:
  • Retirement annuities
  • Five year investments
  • Educational plans
  • Capital Bond products
  • Exchange traded funds (ETF)
  • Guaranteed investments
  • Life and living annuities
  • Voluntary annuities
  • Local and offshore investments

Who our service providers are for Investment: 

They are:
  • Liberty
  • Momentum 
  • Sygnia
  • I-Transact 
  • Discovery
  • Old Mutual 
  • Stanlib



Licensed Professionals

Du Preez Financial Services is a licensed financial service provider - licensed by the financial services board (FSB). Licence number 46066