I am committed to providing sophisticated, data-driven wealth management and risk protection strategies. My approach integrates comprehensive financial planning with a deep understanding of the evolving economic landscape to help clients secure their financial futures.
With a background rooted in entrepreneurship, I possess a practical understanding of value and wealth creation. Over the course of my ventures, I have successfully channelled more than R80 million in client sales, providing me with a unique perspective on the financial drivers of business growth. Recognized as an emerging thought leader in the financial services sector, I have had the privilege of presenting at industry conferences both in South Africa and the United States, where I contribute to evolving dialogues around risk and insurance.
I hold a Bachelor of Commerce with double majors in Finance & Investment and Insurance & Risk Management. This dual academic foundation allows me to bridge the gap between wealth accumulation and strategic risk mitigation. By leveraging technical expertise and a client-centric philosophy, I empower individuals and businesses to navigate complex financial decisions with clarity and confidence.
I am a Financial Adviser at EQ-FIN, a premier Liberty franchise, where I provide specialized financial planning and wealth management solutions.
Risk Planning: Ensuring financial stability for your loved ones in case of unexpected events.
Wealth & Retirement Planning: Strategies for growth and a secured future.
Pension and Provident Funds: Help your employees grow savings and secure income for their retirement.
Investment Planning: Help you grow wealth strategically to meet future goals.
Wills and Trusts: Protect your assets and ensure they’re passed on according to your wishes.
Education Planning: Investing in your children’s future.
Business Assurance: Buy-sell agreements, Key-Person assurance, Contingent Liability cover.
Liberty Group Limited is part of the Standard Bank Group, a licensed life insurer and an Authorised FSP (no. 2409).
Copyright © Christian du Preez 2026