Rick is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.
| EMAIL: | |
| SOCIAL MEDIA: | |
| CONTACT NUMBER: | 0216710799 / 0827777079 |
| ADDRESS: | Aska House, Newlands-on-Main, Main Road, Newlands, Cape Town 7700 |
| WEBSITE: | https://www.veritaswealth.co.za VISIT WEBSITE |
Rick Briers-Danks joined Veritas Wealth as a partner in 2009. He is a CERTIFIED FINANCIAL PLANNER® Professional who has passed the Key Individual and Rep Regulatory Exams and has a post-graduate diploma in Financial Planning.
After completing a B.Comm (Hons) degree at the University of Stellenbosch in 1996, Rick received his CIMA qualification and began practising as an accountant in the UK. He remained there for eight years, working in various financial roles, including the Telecoms and IT industry, but eventually returned to South Africa in 2005, as Financial Director of Hertz Southern Africa, before then joining Veritas.
Rick credits his affinity for financial planning with the experience of losing his father at the age of 16. The eldest of four, Rick suddenly found himself assisting his mother at the head of the family, and through some challenging personal times, learned early on in life the value of financial planning.
Over the years, his love of both travel and long-distance running have intersected frequently; he has run the London Marathon twice, as well as marathons in Vienna, Paris and Prague. Rick also has five Two Oceans and two Comrades marathons under his belt. Rick believes in giving back and is very involved with the Cableway Charity Challenge which raises R1m annually for a variety of charities.
Veritas Wealth is an independent financial planning company focused on managing wealth. We assist people who want to take responsibility for their lifestyle but don’t have the time, knowledge or inclination to manage their own financial affairs.
We believe in a ‘lifestyle’ approach to financial planning. Your financial plan provides a personal roadmap to help you achieve your financial goals. Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth, and business valuation, toward genuine prosperity. This is when your resources are aligned with a sense of self and life. Some call it ‘marrying your money to your meaning’.
We are not incentivised to favour some products over others or employed by providers to sell their products. As independent advisers, we remain objective and committed to recommending products that are best suited to you.
Our advice is based on knowledge and hard-earned insight that we have gained through experience and our commitment to remain at the cutting edge of financial planning best practice.
Veritas Wealth is an FPI accredited practice.
You can cancel at any time.
