Who we are
We are a practice of wealth planners for a select group of individuals and corporate clients that are fit for our practice and who aim to leave a lasting legacy. We value trusting and positive relationships. Our Guiding Hand process assists clients to look forward to their financial future with positive expectation.
Our Vision
To build positive relationships resulting in positive outcomes for all who encounter Deon Schoeman and Associates.
Our Mission
To continue to build a highly professional practice adopting all Best Practice Principles, to ensure that we maintain and build our client relationships. By continuously doing this we will reach our client's financial goals.
Deon Schoeman (Practice Principal) talks about who we are and what we offer.
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OUR PROMISE TO YOU
We will always:
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Strive to acquire and maintain a thorough understanding of your financial goals.
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Stay abreast of changes and trends in the financial services industry and how they could impact you.
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Explain the implications of financial planning strategies we recommend and answer any questions you may have.
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Meet with you regularly to review your financial goals and progress.
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Resolve queries and questions at point of contact.
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Treat you with utmost respect and professionalism.
Practice Awards
