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Daniel R WesselsDaniel R Wessels

In the early 1990s I started my career as an economist at one of SA’s leading banks, specifically working in their Agricultural Division evaluating and assessing business and investment risk.

In 1995 I joined a family-owned business in Cape Town, a financial advisory firm, Martin Eksteen Jordaan Wessels cc.

In 2004 I completed my MBA (cum laude) at the University of Stellenbosch Business School with a study project titled: Active Investing versus Passive Investing: An Evaluation of Investment Strategies.

In 2005 I started a website, The South African Index Investor, with its main objective to educate and foster investment knowledge. I thought it would be sensible to share my experience and knowledge with a potentially wider audience than just my personal client base. This website is a sincere attempt to “live the dream”.

Today I am a regular contributor to various financial publications in both English and Afrikaans media where often some of my latest research findings are published together with practical advice for everyday investors. 

Contact details
Tel:      021-4193134
Fax:      021-4193390
Cell:      0824530780
Email:    danie@mejw.co.za

spacer Jorrie JordaanJorrie Jordaan

I matriculated at DF Malan High School in Bellville and then attended the University of Stellenbosch were I obtained a B.Sc. degree with chemistry en applied maths as main subjects.

In 1993 I joined a major South African Life Insurer. I started as a broker consultant, marketing the product and services of the life insurer to independent financial advisors. This gave me a solid background and understanding of the financial planning industry and sparked my interest in personal financial planning and specifically investment planning. During this period I also furthered  my knowledge by successfully completing economics I and II and Accounting I and Statistics I through UNISA.

In January 1995 I joined Martin Eksteen – Jordaan -  Wessels cc as a financial advisor.
I enrolled for the Institute of Life and Pension Advisors board exams and successfully completing all the exams in 1995, thus qualifying as a Certified Financial Planner. I was awarded the prize as top student in the country for the Life exams.

I have been advising clients since 1995 with specific focus on pre- and post retirement wealth management.

Contact details
Tel:      +27 (021) 419 3134
Fax:      +27 (021)  419 3390
Cell:      082 821 7771
Email:    jorrie@mejw.co.za

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