Product FAQ
DWD Key Person Assurance is a specialized financial service designed to help you achieve your financial goals. At DWD Financial Planners, we provide expert guidance tailored to your unique circumstances, ensuring you make informed decisions about your financial future.
DWD Financial Planners is a trusted financial advisory firm based in Winchester Hills, Johannesburg South. We specialize in retirement planning, wealth management, risk cover, and comprehensive financial strategies for individuals, employers, and businesses throughout South Africa.
Our fees vary depending on the complexity of your needs and the services required. We offer transparent pricing and will provide a clear fee structure during your initial consultation. Contact us at 083 783 3369 to discuss your specific requirements.
Business Assurance protects your business from financial loss due to the death or disability of key people, partners, or owners. It ensures business continuity and protects shareholders, making it essential for any successful business.
A Buy and Sell Agreement is a legally binding contract that determines what happens to a business owner's share if they die, become disabled, or want to exit the business. It ensures smooth succession and protects all parties involved.
While we welcome clients to our Winchester Hills office, we also offer virtual consultations for your convenience. We can meet with you in person, via video call, or over the phone—whatever works best for you.
Yes, DWD Financial Planners operates as an independent financial advisory firm. This means we provide unbiased advice and recommendations that are in your best interest, rather than being tied to specific financial products or institutions.
Getting started is easy! Simply contact us at 083 783 3369 or email info@dwdfinancialplanners.co.za to schedule your initial consultation. We'll discuss your goals, assess your current situation, and develop a personalized financial strategy.
While our office is located in Winchester Hills, Johannesburg South, we serve clients throughout Johannesburg and across South Africa. We offer both in-person and virtual consultations to accommodate clients from any location.
Our team consists of certified and experienced financial professionals with extensive knowledge in retirement planning, wealth management, risk assessment, and tax optimization. We stay current with industry regulations and best practices to provide you with the most relevant advice.