Investment minimums

Daan Schoeman

I’m a Certified Financial Planner® based in Bendor, Polokwane, and part of a full-service financial planning and investment management practice. I’ve been in practice since 1996 and joined Daan Schoeman Financial Planning as an investment manager in 2000.


Victory House, Platinum Office Park, 27 Watermelon Street, Bendor, Polokwane, South Africa

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Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

015 XXX XXXX

elma@da***************o.za

Reveal contact details

Daan Schoeman

I’m a Certified Financial Planner® based in Bendor, Polokwane, and part of a full-service financial planning and investment management practice. I’ve been in practice since 1996 and joined Daan Schoeman Financial Planning as an investment manager in 2000.


Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Victory House, Platinum Office Park, 27 Watermelon Street, Bendor, Polokwane, South Africa


About

About Daan Schoeman Financial Planning Solutions

Daan Schorman Financial Planning Solutions (Pty) Ltd, has been providing financial solutions to clients since 1979, making it the oldest independent, full-service financial planning practice in Limpopo. We are a group of investment and financial planning professionals and currently manage over R1 billion in client funds, both local and offshore.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.


Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.


Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.