Darina van Zyl has been in the financial services industry for over 20 years and is with Private Wealth Management (PWM) since 2005. Prior to that, she was working as a medical professional in Europe, the Middle East and South Africa.
In working with private clients, Darina evaluates and addresses holistically the client’s financial position and needs. She has specific interest in retirement planning, including pre-retirement wealth building, retirement strategies at retirement date and post-retirement wealth management, which includes developing local and offshore investment strategies that meet the client’s unique circumstances.
As a financial planner, Darina puts the client at the center of the lifestyle financial planning process. She aims to build a long-term relationship with clients and their families, based on trust and mutual commitment to client’s financial plan and meeting their lifestyle goals – such a teamwork is maintained via regular review meetings with clients to monitor and re-assess annually that the client’s financial plan continues to meet their financial goals and changing circumstances.
Outside of financial planning, Darina has keen interests in fine arts and is an avid reader. She loves spending time in the African ‘bush’ and has taken hiking as a way to stay closer to nature.