THE DUX SOLUTIONS ADVISORY TEAM
PHIL DU PLESSIS
Director, Financial Advisor
Phil has a B.Comm Honours degree. He joined Old Mutual in 1982 and spent the majority of his career in management. He resigned in 2002 to co-found Dux Solutions with Francois. Since then he has been providing holistic personal- and business financial advice to clients.
Director, Financial Advisor
Co-founder Francois is also the Key Individual for Dux Solutions. Having completed his Masters's degree in Economics, he started his professional career at Sanlam and later became Chief Economist of Boland Bank in Paarl. In 2002 he and Phil du Plessis founded Dux Solutions, and as a Senior Financial Advisor, he has a broad and loyal client base. Nothing gives him more pleasure than creating wealth for his clients and giving them peace of mind.
Louis joined the Financial Services industry in 1990 and resigned from his position in Management at Liberty Life in 2010 to become an independent Financial Advisor. He completed his Post Graduate Diploma In Financial Planning in 2006. He joined the Dux team in 2012 and became a Key Individual of the business in 2013. Louis provides clients with general Financial Planning advice.
CFP®, Financial Advisor
Claude joined the Financial Services Industry in 2005. He completed his Post Graduate Diploma in Financial Planning and is a Certified Financial Planner®. Before joining Dux Solutions in 2022, he spent the majority of his career in the corporate world providing specialist financial advice to High Net Worth Individuals and Corporate clients.
He believes "you have to live a life worth living."
Herbert is an experienced independent advisor who specializes in a holistic approach to analyzing the needs of clients in order to assist them to achieve their financial dreams.
CHANTELL JANSE VAN RENSBURG
Chantell is a professional, ambitious, and driven independent financial advisor that brings a personal touch to all customer relationships.
She joined the Financial Industry in 2015 and joined Dux Solutions in 2018.
Her focus is on personal and business financial planning, to ensure a financially secure future for her clients.
Building long-term relationships with all clients and their families is a very personal goal and educating individuals and families about their personal financial health adds value to their lives.
Chantell is also the Co-Founder, project and marketing manager for a support network of businesswomen. Connecting women in business is her passion.
Lize believes in a holistic approach to Financial Planning that consists of Business Assurance, Risk and Estate, retirement, and investment planning. There is no one size fits all approach and everyone`s goals and aspirations are unique. To achieve the desired outcome, she is a firm believer in treating her clients in a fair and transparent manner, keeping up to date with the changing environment of the financial industry, and holding honesty and integrity in the highest regard.
Norma joined the Financial Services Industry in May 1994. She worked for Old Mutual until joining Dux Solutions in 2010. Her teaching background enabled her to be instrumental in shaping the lives of young individuals to become successful in their chosen fields. Norma believes in building long and lasting relationships with the clients and their families that she serves. She lives by the motto that knowledge is power.
Pierre joined the Financial Services Industry in 1993 as an Independent Broker and shortly after that obtained his Certified Financial Planner qualification. Prior to joining the Financial Planning Industry in 1993, he spent a couple of years in the Employee Benefits environment at Sanlam where he gained valuable knowledge of that part of the Financial Sector. He currently primarily focuses on creating wealth for clients via actively managed portfolios on investment platforms such as Glacier through their full range of Investment Products. He lives by the motto of "trying to do the small things right 100% of the time "
He specializes in Risk Management and Estate Planning in the middle and high-net-worth markets.
Louis is passionate about always giving the best advice and service to our valued clients. I believe in adding value at all times during the financial planning stage and on an ongoing basis. Having the best interest of my clients at heart has often resulted in lifelong business relationships.
Lizanne entered the Financial Services Industry with Old Mutual in 2007. Here she completed her initial supervisory training period, using Old Mutual’s sound principles to lay the foundation on which her future career would be built. During this time she also completed a Milpark Certificate in financial planning. She resigned from Old Mutual as a Senior Financial Advisor in 2012, entering the independent sector with Dux Solutions.
Her client-centered approach, considers individualized, unique ideals and needs, balancing comprehensive financial planning with realistic and personalized solutions. Lizanne’s passion lies with people and understanding their thinking, priorities, and needs. To this effect, she completed her BA (HONS) degree in psychology with UNISA in 2018.
She has strong foundational experience and training with regard to comprehensive financial planning, including estate planning, risk insurance, and investments. She has a keen interest and focuses on investing and medical schemes, which inherently includes personalized taxation considerations. This kindled an additional interest and Lizanne recently added an ICB National Diploma: Certified Financial Accountant, to provide a more comprehensive service to her clients.
Marina started her career as a Financial Advisor in 1995 when she joined the Sanlam sales force as a Representative. During her tenure at Sanlam, she received numerous International Quality Awards before moving on to a Sanlam Blue Star in 2012. In 2015 she decided it is time to become an independent advisor and joined the team of Dux Solutions. During her long career, she has established long-lasting relationships with her clients advising them on retirement, risk policies, and investments.
AGA (SA), Director (Dux Accounting Solutions)
Frederik Kotze is a Director at Dux Accounting Solutions, a one-stop financial hub providing a full range of services to clients. He has over 8 years of experience in the accounting and tax industry, having qualified as an Associate General Accountant in 2015. He is passionate about helping clients achieve their financial goals and grow their businesses.
Frederik began his career at an auditing firm in Paarl, where he completed his SAICA articles. After qualifying, he joined The Tax Shop Franschhoek as a Partner in 2018.
In 2023, Frederik joined Dux as a Director of Dux Accounting Solutions. He was drawn to Dux's vision of providing a comprehensive financial service to clients, from accounting and tax to wealth management and business advisory services.
Outside of work, Frederik enjoys spending time with his family and friends. He is also a keen golfer and rugby fan.