Find Your Financial Planner

Finding the right financial planner shouldn’t be overwhelming—it should feel like a natural step toward building your future. At DWD Financial Planners, we’ve designed a quick and easy matching quiz to help you discover which of our advisors best fits your financial goals, personality, and lifestyle.

By answering a few simple questions, you’ll gain clarity on your needs—whether it’s retirement planning, wealth management, or risk protection—and we’ll connect you with an advisor who can guide you with confidence and expertise. Think of it as the first step to a long-term relationship built on trust and tailored advice.

Find Your Perfect Financial Planner Match

Take our quiz to help us understand your financial goals and match you with the right advisory services. This takes about 5 minutes to complete.

Question 1 of 27 4%

What is your current age?

When would you like to retire?

What is your current financial priority?

Do you have a retirement annuity?

Please estimate your net worth to be:

How confident are you in your long-term financial plan?

How quickly would you like to improve your long-term financial strategy?

What activity are you most looking forward to in retirement?

Which word most accurately describes your vision of retirement?

Are you planning on relocating for retirement?

Where do you expect the majority of your retirement income to come from?

Are you currently using any strategies to reduce or defer capital gains taxes on appreciated investments?

Please estimate your household income.

Please estimate your current monthly savings.

Do you keep an emergency fund?

How comfortable are you with investing?

What is your risk tolerance?

Are you married?

Are you saving jointly or separately?

Do you currently have children under 18?

Have you started a Tax-Free Savings Account?

Do you have a will?

Do you own your home?

Do you own a business?

Do you currently have a financial advisor?

Which of these is most important for your financial advisor to have?

Please provide your contact information

Thank You for Completing Our Quiz!

Based on your responses, we believe DWD Financial Planners can help you build a secure financial future. Our team will review your answers and reach out to you shortly to discuss personalized strategies tailored to your needs.

DWD Financial Planners

Address:
90 Vleiroos St, Winchester Hills
Johannesburg South, 2091

Phone: 082 783 369

Email: denzel@dwdfinplanners.co.za

Why Use Our Financial Advisor Matching Quiz?

Answer a few short questions and get matched with the right financial advisor in minutes.Our process is designed to make financial planning more accessible and stress-free.
Quick & Simple
Answer a few short questions and get matched wi...
We match you with an advisor who understands your unique goals, lifestyle, and stage of life. Whether you’re planning retirement or building wealth, your match is based on real expertise.
Personalised & Accurate
We match you with an advisor who understands yo...
Our advisors are qualified, independent professionals with years of experience in wealth, retirement, and risk management. You’ll receive clear, objective guidance that helps you move forward with confidence.
Trusted, Independent Advice
Our advisors are qualified, independent profess...

How It Works?

1

Tell Us About Your Financial Goals

Share a few quick details about your situation — whether you’re planning for retirement, investing, or protecting your family’s future.

2

Get Matched with the Right Advisor

Based on your answers, we’ll connect you with a qualified financial planner who best fits your goals and lifestyle.

3

Start Planning with Confidence

Your matched advisor will help you create a personalized strategy for your retirement, investments, and long-term financial security.

Frequently Asked Questions