Investments
Structured investment planning based on goals, time horizon, risk profile and income needs.
Authorised Financial Services Provider · FSP 55679
Your Future is Our Commitment
Independent wealth management and financial planning for every stage of life.
DPWM helps clients make informed financial decisions through structured planning, disciplined advice and long-term relationships.
IndependentAdvice-led planning
StructuredClear process and documentation
Long-termRelationships built over time
LocalBased in Rustenburg, South Africa
About DPWM
Independent guidance. Long-term thinking.
Du Plessis Wealth Management (Pty) Ltd is an authorised financial services provider based in Rustenburg. We specialise in wealth management, financial planning, investments, retirement planning, trusts, wills, estates and tax planning.
Our approach is built on clarity, structure and accountability. We help clients understand their options, plan with confidence and make decisions that support their long-term financial future.
Learn more about DPWM
Authorised Financial Services Provider
Registration Number: 2023/131637/07
FSP Number: 55679
Core services
Financial planning built around your circumstances.
Every client’s needs are different. DPWM focuses on structured guidance that considers your goals, risk profile, family position, business interests and long-term planning requirements.
Retirement Planning
Guidance for clients preparing for retirement, entering retirement or managing retirement income.
Financial Planning
A holistic view of your financial position, helping you make informed decisions across life stages.
Trusts
Planning support for structures that may assist with wealth protection, administration and legacy planning.
Wills & Estates
Practical planning conversations around wishes, liquidity, beneficiaries and responsible transfer of assets.
Tax Planning
Tax-aware planning considered within the broader context of your financial and estate planning needs.
How we work
A calm, structured planning process.
- UnderstandWe start with your circumstances, priorities and information.
- AnalyseWe assess needs, risks, opportunities and planning gaps.
- PlanWe discuss suitable options and explain the reasoning clearly.
- ReviewWe support long-term relationships through ongoing review and administration.
Who we help
Planning for individuals, families and organisations.
DPWM works with young investors, retirees, business owners, farm owners, high-net-worth families, churches, trusts and estates.