Deon van Vuuren
Certified Financial Planner®
Member of FISA®
Legal Practitioner (Attorney)
SARS Tax Practitioner
My Background
My career in the financial services industry began as a legal advisor at a large insurance company shortly after being admitted as an Attorney in 2012. As a legal advisor, I was tasked with providing specialist assistance to financial advisors, their clients, attorneys and accountants involving the legal, technical and tax implications related to their personal and corporate financial planning needs.
In 2020, I became an independent financial and legal advisor and I joined Verso Wealth in September 2023.
My experience includes advising on a wide range of financial planning needs, spanning from smaller estates and basic investment needs, to complex estates, investment strategies and corporate structures in local and offshore jurisdictions.
I aim to serve every person I encounter to the best of my abilities and ensure that a difference is made in the lives of clients and their loved ones through the provision of sound advice.
My Focus Areas
Holistic Financial Planning:
I firmly believe that a harmonious approach is paramount when advising clients on their financial planning needs. Personally, I believe that this entails not only viewing needs from a wide perspective, such as goal-based lifestyle investment, retirement and estate planning needs, but also that all professional advisors who assist clients must be in one accord regarding the implementation of advice.
Client-centric advice
I believe in providing advice that suits every client’s unique and individual needs and aim to always understand my clients and their personal and family dynamics first before making any recommendations.
Succession planning:
I specialise in assisting clients in formulating comprehensive and well-thought-through succession planning strategies that seek to ensure that personal assets and business successes can be successfully transferred to future generations.