General Questions
DWD Financial Planners helps individuals, families, and businesses make informed financial decisions for a secure future. We offer expert financial planning, retirement solutions, investment management, and risk protection — all tailored to your goals and lifestyle.
We’re based in Winchester Hills, Johannesburg South, and proudly serve clients across South Africa. Whether you prefer in-person meetings or virtual consultations, our team is here to assist you wherever you are.
Anyone who wants to make smarter financial decisions can benefit from a financial planner. Whether you’re starting your career, saving for retirement, managing wealth, or protecting your family, professional guidance ensures your money works efficiently toward your goals.
We’re an independent financial planning firm, meaning our advice is unbiased and tailored solely to your best interests. We focus on long-term relationships, transparency, and strategies designed for your specific financial needs — not generic products.
Not at all. At DWD Financial Planners, we help people at every stage of life. Whether you’re just starting out or already managing significant assets, our role is to create a plan that helps you grow, protect, and enjoy your wealth responsibly.
If you’re earning an income, paying off debt, investing, or thinking about retirement, you’re ready. Financial planning helps you clarify your goals, structure your finances, and make confident decisions — now and for the future.
You can book a consultation by calling 083 783 3369 or emailing info@dwdfinancialplanners.co.za. During the first meeting, we’ll discuss your current situation, financial goals, and how we can tailor a plan that suits your needs.
Yes. Our financial advisors are fully accredited, qualified, and compliant with South African financial regulations. We adhere to the Financial Sector Conduct Authority (FSCA) requirements, ensuring professional and ethical advice at all times.
Absolutely. We offer convenient virtual consultations for clients who prefer to meet via video or phone. You’ll receive the same personal attention and professional guidance — wherever you are.
It’s our promise to you. We don’t just help you manage money — we help you build a financially confident life. Every recommendation we make is designed to create lasting stability and peace of mind for you and your loved ones.