Big 5 beleggings reeks renoster

Die basiese beginsels van beleggings

Die spreekwoord waarsku met reg om nie al jou eiers in een mandjie te hou nie. Hierdie waarheid geld ook vir beleggings. Leer meer oor die belangrikste beginsels van beleggings in ons gratis kort webinaar.

Course contents

Meet the instructor

Willem Lategan &    Hennie du Plessis

Willem Lategan
Chief Executive Officer and Wealth Manager
Willem is a qualified financial advisor (CFP®) and fiduciary practitioner (member of FISA – FPSA®), with more than 20 years of experience in local and international asset management, business structuring and estate planning, as well as multi-generational planning for family businesses. He likes to travel internationally to support family office clients with international structuring and citizenship through investment opportunities. 
In addition to his postgraduate qualifications with specialization in asset management, estate planning and business management, he also obtained a postgraduate qualification in theology, equipping him uniquely to integrate spiritual and financial matters.

Hennie du Plessis
I have worked in the financial industry for 10 years. 3 years as an accounting article clerk and 7 years as a financial advisor.
I studied B.Com Accounting Undergraduate and did the following postgraduates diplomas:
Postgraduate Diploma in Financial Planning
Postgraduate Diploma in Investment Planning
Advanced Diploma in Estate and Trust Administration

Willem Lategan