Daniel Rautenbach
Financial Adviser | Retirement Specialist
Western Cape, South Africa
📞 082 770 6873
📧 [email protected]
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Professional Summary
Experienced Financial Adviser with a strong background in retirement planning, wealth structuring, and client relationship management. Former CEO with proven business leadership across South Africa, Botswana, Namibia, and Zambia. Focused on helping professionals and retirees make informed financial decisions, particularly around retirement annuities, income planning, and long-term wealth preservation.
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Professional Experience
Financial Adviser
Succession Financial Planning (FSP No. 41158)
Current
* Specialise in retirement planning, RA optimisation, and income structuring
* Advise clients on tax-efficient investment strategies and wealth preservation
* Assist with portfolio consolidation and product optimisation (Sanlam, PPS, Discovery, Allan Gray)
* Provide financial needs analysis and long-term planning solutions
Chief Executive Officer
Real Beds South Africa & Best Beds Botswana
Previous
* Led operations across South Africa, Botswana, Namibia, and Zambia
* Scaled retail footprint and managed large teams across multiple regions
* Successfully exited both businesses through strategic sales
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Core Skills
* Retirement Planning & Annuities
* Wealth & Investment Structuring
* Client Relationship Management
* Business Leadership & Strategy
* Financial Needs Analysis (FNA)
* Sales & Business Development
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Education & Certifications
* FAIS-compliant Financial Adviser
* Ongoing professional development in Financial Planning and Retirement Advisory
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Additional Information
* Author: WTF is Retirement?
* Bilingual: English & Afrikaans
* Focus: Professionals and pre-retireesMore...