ABOUT

Discover your trusted financial partner for over 45 years - Daan Schoeman FPS.
Learn about our mission, team, and journey towards your financial success.

vision

Vision icon

Our Vision is to be the brokerage firm of choice in all sectors, offering comprehensive financial planning solutions.

Mission

mission

Our Mission is to offer our clients complete reassurance and total support for their insurance, banking and fiduciary needs.

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Daan Schoeman (snr) and Dw Schoeman

Passing the Torch

Daan Schoeman FPS began its transformative journey in 1979, ignited by the unwavering passion of our founder, Daan Schoeman. Daan, a visionary in financial planning, dedicated himself to creating a haven where individuals and businesses could access tailored financial guidance, leading to lasting prosperity and financial soundness.

Daan Schoeman's Legacy

Today, Daan Schoeman FPS is guided by Daan's son, DW Schoeman, who continues the legacy of excellence and commitment to client success and satisfaction. Under his leadership, the company has evolved while staying true to its core values.

affiliation & certifications

Investec logoAllan Gray logoCoronation logoM&G logoglacier logoMomentum logomomentum logoSatrix logoNinety One logoPeregrine Capital logo
Sanlam logo
Brightrock logoSygnia logoDiscovery logoOld Mutual logoTRA+LogoGlu logoHIC logo
Santam logo
CIA Building Insurance Specialistscross country logocross country logoCIB logo

professional memberships

We are registered with the FPI and FSCA. DW Schoeman is a Certified Financial Planner® who is qualified in Wealth Management and Trust Law.

FPI logo

FPI is the sole provider of FSA™, RFP™, and globally recognised CFP® certifications in South Africa. Our certifications are accredited by the South African Qualifications Authority and are listed on the National Learning Registered Database.

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