Daniel 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.
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.
Tel: +27 (021) 419 3134
Fax: +27 (021) 419 3390
Cell: 082 821 7771