Wealth Management

Dimension 3 / Wealth Management is the third solution to the challenges in your business. DPMS has partnered with two specialists in this field. They are both affiliated with major Wealth Management companies in South Africa.


Some of the services they offer, include:

  • Investment Management (Local & Offshore)
  • Budgeting (Short-, Medium- & Long Term)
  • Tax Planning (Income Tax, Capital Gains Tax, Dividend Tax & VAT)
  • Estate Planning
  • Long Term Insurance (Income Protection, Life Cover & Critical Illness)
  • Business Assurance (Buy & Sell, Key Employee Insurance)

Please contact any of the Certified Financial Planning Professionals ® regarding the above mentioned services.

Henri Raath CFP®
at
Efficient Wealth
Wiann van Zyl CFP® at Capitaux Financial Services