Danie van der Merwe

Danie has 25 years’ experience in the financial services industry and is passionate about helping his clients to develop their own unique financial, investment and retirement plans according to PWM’s unique Lifestyle Financial Planning philosophy. Danie has a specific interest in estate planning, offshore investing and risk advice.

He started his career in 2000 as a Personal Financial Advisor with Standard Bank. He joined Old Mutual Personal Financial Advice in 2010 as an Executive Financial Advisor and has been with Private Wealth Management as a financial planner since early 2020. Danie was a member of the Standard Bank Financial Consultancy Top Club, an Old Mutual PFA top 100 adviser and the Old Mutual PFA Regional Reserve champion for four consecutive years.

Danie has a National Certificate in Financial Services and Wealth Management NQF Level 6 INSETA.

When not helping his clients, Danie enjoys his other passions – cycling and squash.

Du Preez van der Merwe

Du Preez worked as a paraplanner for a PWM Financial Planner for almost two years followed by three years as a broker consultant for Old Mutual.

As a financial planner, he focuses on helping individuals and families to achieve their financial goals by implementing personalized strategies that align with their values and priorities. He is passionate about providing guidance to clients dealing with major life transitions, such as starting a family, buying a home or preparing for retirement. Du Preez makes sure that they feel confident with their financial decisions and secure in their future. His goal is to empower clients with the knowledge and tools they need to make informed choices and build lasting financial wealth.

Du Preez has a BCom Economics and International Trade degree from the University of Potchefstroom.