Daan Schoeman Financial Planning Services (FPS) offers comprehensive financial planning services tailored to your needs. Our solutions include personalised financial planning, investment guidance, retirement planning, and insurance solutions, ensuring a holistic approach to your financial well-being.
At Daan Schoeman FPS, we go beyond conventional financial planning. Our commitment is to understand your unique financial landscape through a comprehensive analysis.
This in-depth assessment allows us to provide tailored options designed specifically for you.
Whether planning for retirement or already retired, embark on a journey towards a secure and fulfilling retirement with our expert planning and products. Our qualified financial planners tailor customised retirement plans, ensuring financial independence and peace of mind during your golden years.
Unlock the potential of your wealth with strategic short-term and longer-term investment guidance. Our certified financial planners provide personalised advice tailored to your risk tolerance and financial objectives. Whether you're a low, medium or high-risk investor or just starting for a specific goal, we're here to guide you on your investment journey.
Protect what matters most with our comprehensive insurance solutions. We offer various quotes on life cover, Critical Illness and Disability cover, Income protection, and Business Insurance (buy & sell and Keyman). Our tailored insurance plans provide you and your loved ones peace of mind and security.
We offer a range of medical aid plans and hospital cover options, along with GAP coverage to cater to your requirements and budget.
Looking for insurance to protect yourself or your business from unexpected risks? We've got you covered! Our platform offers a range of insurance quotes from top-rated companies so you can easily get the coverage you need. Whether it's a short-term policy or a long-term plan, we'll help you find the perfect match to protect what matters most.
Explore all savings and investment options, whether you are looking for a money market, unit trust, long-term retirement annuity, or offshore account. Our financial experts will guide you to make informed decisions, optimising your wealth for the future, both local and offshore.
Please ensure your legacy is protected with our professional assistance in drafting final wills and testaments. Our experts work with you to create comprehensive and legally sound documents that reflect your wishes and provide peace of mind for you and your loved ones.
We are qualified Executors of Deceased Estates and assist the family during the months after death. We offer strategic guidance on managing and distributing assets, minimising tax implications, and ensuring a seamless process in winding up deceased estates as we take care of the entire process the fastest way possible.
Daan Schoeman FPS distinguishes itself through a client-centric approach, prioritising a deep understanding of individual needs. With over 45 years of industry leadership,
our team brings a unique blend of innovation and expertise, ensuring clients receive cutting-edge financial solutions. Additionally, our commitment to employee expertise, continuous training, and a guarantee of excellence contribute to the exceptional value we provide.
At Daan Schoeman FPS, we take pride in our services and promise to deliver excellence to our clients. We are committed to addressing our clients' concerns and ensuring that their financial confidence is always our top priority. Our satisfaction guarantee is a testament to our unyielding dedication to our client's success and peace of mind.
Interested in learning more about our services? Reach out to us for a personalised consultation.
