Eminence Wealth is a Professional Financial Advisory and Risk Management Practice, assisting clients in maximising wealth through trusted advisors.
We offer sound and practical financial advice with tailored solutions that deliver outstanding long-term results.
At Eminence Wealth we believe in long term client relationships that benefit from personal attention accompanied by the very best service. We protect, secure and grow your hard-earned assets by standing by our clear values:
We have access to a wide portfolio of trusted financial services and products to deliver a first class, tailored solution at a price that makes sense.
FINANCIAL PLANNING PROCESS
We apply the Financial Planning Institute’s recommended 6 steps in financial planning.
Establishing and defining the professional relationship
Gathering of information and determining the clients‘ needs and goals
Analysis and evaluation of the clients‘ financial status and existing portfolio
Development and presentation of a financial plan with recommendations
Implementation of the proposed recommendations as agreed upon by the client
Monitoring portfolios on a ongoing basis and regular reporting to clients during one on one consultations
Executive Director and Financial Planner
Denzil has over 20 years’ experience in financial services. He holds a law degree (B.luris) UFS and a Post Graduate Diploma in Financial Planning. As a member of the Financial Planning Institute of South Africa, Denzil is a Certified Financial Planner with expertise in discretionary investment management, financial-, estate- and retirement planning. Denzil also consults for commercial clients on their employee benefit schemes and short-term insurance.
Executive Manager: Short Term Insurance
Rina has over 25 years’ experience as a specialist in short term insurance. Previously Rina was the East Rand Representative for the Independent Broker Council and was the founder and director of Rina Erasmus Makelaars (Pty) Ltd before joining Eminence Wealth in 2014.
Manager: Commercial Insurance Consulting
Elana has a wealth of experience in financial management and accounting. She holds a B.Compt degree from Unisa and has a Post Graduate Diploma in Estate Administration. Over and above her 8 years of articles, Elana served 3 years as audit manager and 2 years as head of accounting at Moore and Stephens Inc. She joined Eminence Wealth in 2016.
André du Preez
André du Preez
André has over 50 years’ experience in financial planning and investment management. Starting out as a stockbroker, André has held many senior positions in commercial banks and financial services companies. André is responsible for the portfolio construction of investment portfolios and is a member of the investment committee of Sage Multi Managers.
Financial Planner, Internal Compliance Officer
Nadia holds a law degree (B.luris) from University of the Free State. She is currently studying for her Post Graduate Diploma in Financial Planning. Nadia’s areas of expertise are financial and retirement planning, estate administration and employee benefit administration. Seeking new ventures after a successful career as qualified chef, she joined Eminence Wealth in 2014.
Eduard H Erasmus
Risk management, Short-Term Insurance Consultant
Eduard H Erasmus
Eduard holds a Higher Certificate in Short Term Insurance and is currently studying towards a B.Com degree endorsed in Short Term Insurance. His focus is on changing the insurance market as we know it today by using alternative ways of self-insuring, gaining knowledge from trusted insurance companies in South Africa and applying it to day to day activities. Eduard started his career with Eminence Wealth in 2015.