Daniel Woolf

Daniel Woolf Email and Phone Number

"A life-planning concierge with a wealth of resources." @ Netsure
gauteng, south africa
Daniel Woolf's Location
City of Johannesburg, Gauteng, South Africa, South Africa
About Daniel Woolf

As Benjamin Franklin says “wealth is not his that has it, but his that’s enjoys it”. With 10 years experience in the insurance industry, I have developed the right tools to put together an effective financial plan for any lifestyle. As an experienced wealth and risk coach, I ensure that I listen to and understand your personal objectives in order to give advice best suited to your circumstances. The scope of my knowledge and advice extends also to tax consulting. Recent years have seen the expansion of my practice into short-term insurance, enabling you to cover all of your moveable and immovable property for both your commercial and private needs. I also specialise in estates, and can easily facilitate the planning and drafting of wills and trusts. I work in close collaboration with a panel of legal advisors and attorneys, not to mention an office of dedicated resources ready to help and support you. One thing that must be said about me is that I am nothing short of ambitious: as a self-employed practitioner, I am always searching for new goals to strive towards. As someone who understands this constant search for higher goals, I have taken on as part of my practice the development and upliftment of young entrepreneurs. I am continuously supporting the new ventures and ideas of those working on my team, and am always happy to lend an ear and give advice on new business ideas. I am always ready to be a helping hand and a listening ear to anyone who might need it.

Daniel Woolf's Current Company Details
Netsure

Netsure

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"A life-planning concierge with a wealth of resources."
gauteng, south africa
Website:
netsure.co.za
Employees:
17
Daniel Woolf Work Experience Details
  • Netsure
    Executive Financial Advisor
    Netsure Jan 2021 - Present
    Fourway Johannesburg
    my name is Daniel Woolf aka the Woolf of Wall Street. I’ve been in financial consulting for almost 2 decades and have spent the better part of a decade at Old Mutual. I manage a small bouquet of clients and whilst I manage just over 2 Billion rands on behalf of my clients from a risk management and investment perspective I am always prospecting for like minded people who share my passion for wealth creation and off shore international markets. I am a true believer of thinking outside of the box and feel you will enjoy my style of consulting.
  • Money-Wise
    Executive Financial Advisor
    Money-Wise Jun 2013 - Jun 2023
    Johannesburg Area, South Africa
  • Eq-Fin
    Financial Advisor
    Eq-Fin Jan 2011 - Jan 2013
    Johannesburg Area, South Africa
  • Taylor Made Financial Services
    Financial Advisor
    Taylor Made Financial Services Jan 2010 - Jan 2011
    Johannesburg Area, South Africa
    Providing consulting services on all products and offerings from all major financial institutions such as Hollard, Liberty, Discovery, Momentum, Sanlam and PPS.
  • Genesis Capital
    Financial Advisor
    Genesis Capital Jan 2009 - Jan 2010
    Johannesburg Area, South Africa
    Specialist for Discovery
  • Liberty Life
    Financial Advisor
    Liberty Life Jan 2008 - Jan 2009
    Johannesburg Area, South Africa

Daniel Woolf Skills

Financial Planning Retirement Planning Wealth Management Pensions Investments Financial Services Investment Advisory Portfolio Management Financial Advisory Retirement Insurance Risk Management Financial Analysis

Daniel Woolf Education Details

  • Unisa
    Unisa
    Finance And Financial Management Services

Frequently Asked Questions about Daniel Woolf

What company does Daniel Woolf work for?

Daniel Woolf works for Netsure

What is Daniel Woolf's role at the current company?

Daniel Woolf's current role is "A life-planning concierge with a wealth of resources.".

What schools did Daniel Woolf attend?

Daniel Woolf attended Unisa.

What skills is Daniel Woolf known for?

Daniel Woolf has skills like Financial Planning, Retirement Planning, Wealth Management, Pensions, Investments, Financial Services, Investment Advisory, Portfolio Management, Financial Advisory, Retirement, Insurance, Risk Management.

Who are Daniel Woolf's colleagues?

Daniel Woolf's colleagues are Letzi Lottering, André Reichel, Nicolene Van Der Schyff, Chantal Reichel, Edwin Posholi, Kenneth Paul, Maureen Schoeman.

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