Wikus Venter
Financial Advisor at Constant Management
Based in Western Cape, South Africa
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Seniority
Staff
Department
Finance & Accounting
Location
Western Cape
Industry
Financial Services
Company size
5
Contact information
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w•••••••@constantmanagement.co.za
Phone
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Background
About Wikus Venter
Welcome! To put it real short, I am a Financial Adviser/Planner at Constant Management and lucky to be part of vibrant team of advisers, financial product specialists and assistants. My services ranges from the essential risk-planning needs such as short-term, life and medical insurance to full-fledged investment and retirement planning. We at Constant Management have partnered with most major investment and insurance providers in SA to ensure proper financial planning isn’t constrained by a product choice. Equipped with a degree in Investment Management and a postgraduate studies in Financial Planning from the University of Stellenbosch Business School, I possess a solid academic foundation which I have leveraged through 5 years of on-the-job experience. I am currently studying towards the CFP® designation, to be written in October. I choose to snooze in Cape Town, but I operate throughout the picturesque winelands of the Western Cape. In addition to the face-to-face meetings, we have embraced the power of technology and established a thriving online practice, allowing us to extend our services to clients beyond geographical boundaries. Feel free to send me a message or Whatsapp if you have questions!
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