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Introduction

I am Dewald Vrey, an independent Investment Adviser. I have been in this industry for the past 16 years. I deal with all kinds of regulated investment products  in South Africa. Investment needs differ from person to person, depending on the purpose and life stage of the investor.

Types of Investments:

  • Retirement Annuity 
  • Endowment Policy
  • Preservation Fund
  • Pension or Provident Fund
  • Unit Trust Portfolio
  • Bespoke Portfolio
  • Share Portolio
  • Exchange Traded Funds
  • Gold coins
For more details click here

Tax concession and Rebates
Taxes can be rebated by having certain retirement products. Having an investment is in both ways beneficial to the individual and the family in every case.

Vision & Mission
My Vision is to offer the best products and services to My customers. To always exceed customer expectations resulting in customer delight. My mission is to provide highest possible quality at the right price.

My commitment to offer nothing but the very best is reflected in our vision & mission statements. I exist because of my customer and I am very grateful to my customers who have made me what I am today.

 
 
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