Werner Oosthuizen, CERTIFIED FINANCIAL PLANNER®
Professional, started his career 19 years ago in the financial services industry. After completing his Honours degree in Accounting, Werner decided to follow his father’s footsteps and become an independent financial planner. After spending time as a business consultant for one of the big insurance companies, Werner developed an acute understanding of his client’s needs and expectations. Werner has a unique holistic approach to every client’s financial needs. Combining this with current solutions provided by the industry, he appropriately addresses a myriad of diverse needs, requirements and expectations.
His approach is solutions-driven rather than product-driven as is commonly seen in the industry. This gives clients the advantage of knowing that their risk and investment strategies are in line with the latest financial structures. Further studies completed include an Advance Post Graduate Diploma in Financial Planning (specialising in Estate Planning and Personal Risk Management) (UOFS).
