Referrals
Partnering to Protect & Grow Your Clients' Wealth
Who I Help
Medium-to-high earning professionals, business owners, and recent graduates. I work seamlessly with South Africans locally and globally, providing comprehensive, borderless financial planning.
As a trusted professional, you often guide clients through some of their most significant life transitions. My goal is to partner with you to ensure that as their life changes, their financial security and wealth trajectory remain firmly on track.
My Commitment: Maintaining and maximizing your clients’ wealth while protecting them against unforeseen risks.
Core Financial Services
Comprehensive planning tailored to every stage of life.
Growth & Wealth Accumulation
- Customized Investment Strategies
Retirement Annuities (RAs)
Risk Protection
- Life Cover
- Income Protection
- Disability Cover
- Critical Illness Cover
Legacy & Value-Adds
- Wills & Estate Planning
- “In Case of Emergency” (ICE) Files
The "When to Refer" Guide
Keep an eye out for these pivotal trigger events. When your clients experience these milestones, a financial review is essential.
Family & Life Milestones
- Getting married or divorced
- Welcoming a new child
- The passing of a spouse or primary provider
Career & Business Transitions
- Starting, buying, or selling a business
- Significant career changes or promotions
- Relocating (locally or internationally)
Major Asset Moves
- Buying or selling property
Let's Collaborate
When your client experiences one of these major life transitions, they need trusted advice.
Keep this guide handy. When the time is right, a simple email introduction is all it takes:
“[Client Name], I’d like to introduce you to my financial adviser. He specializes in helping clients navigate transitions like the one you are going through. I highly recommend a brief chat.”
Christian du Preez | Financial Adviser
christian.dupreez@liblink.co.za
+27 83 972 7544
christiandupreez.com