Discover the benefits of holistic financial planning

Dana Yerushalmy CFP®

Registered Financial Adviser

For Android:

1. Launch "Chrome" app.

2. Open the website or web page you want to pin to your home screen.

3. Tap the menu icon (3 dots in upper right- hand corner) and tap Add to homescreen.

4. You'll be able to enter a name for the shortcut and then Chrome will add it to your home screen.

For IOS:

1. Launch Safari on your iPhone or iPad.

2. Navigate to the site that you want to create a Home screen shortcut to.

3. Tap the Share icon (the square with an arrow pointing out of it) at the bottom of the screen.

4. Scroll down to the list of actions and tap Add to Home Screen. (If you don't see the action, scroll to the bottom and tap Edit Actions, then tap Add next to the Add to Home Screen action. After that, you'll be able to select it from the Share Sheet.)

5. Type a name for your site link. This will be the title that appears beneath its icon on your Home screen.

6. Tap Add in the top-right corner of the screen.

Bio

Get to know me

I’m Dana Yerushalmy, a Certified Financial Planner, Mother, Teacher and Mentor. A member of the Financial Planning Institute, Chairperson for the Local Community Policing Forum and Member of Improvement District now confirmed CID by CoCT. I have been in the financial services industry for over 28 years and empower high-net worth individuals and professionals with robust financial portfolios. Focused on holistic financial planning, I include multi and intergenerational wealth planning and preservation as well as cross-geographical tax structuring. Behind every triumph is a dedicated team and it is with this that I am proudly partnered with wealth architects Shaun Jardine and Jan Kriel, Portfolio Managers at Sanlam Private Wealth who ensures seamless transactions. My practice includes dedicated Practice Managers, Melissa Smith and Tasneem Naude, who strive for outstanding client experiences. 'Life is not a dress rehearsal. You only get one chance, live every day as though it’s your last.’

Services

How I help my clients

Insurance
Retirement
Investments

Financial Planning
Business Insurance
Fiduciary Services
Medical Cover (Referal)
GAP Cover (Referal)

Qualifications & Awards

Qualifications

Certified Financial Planner (CFP)
Postgraduate Diploma in Financial Planning

Awards

Millionaires Club Elite 2021: Projected Bronze
Millionaires Club Elite 2022: Projected Silver
Top 3 Regional Champions of the Year 2022: Peninsula

New business growth category 2022: Third Place

Interests

Things I like to do

Being politically astute and believing that giving back is the only way to create a better community. I advocate for a better Cape Town and a better South Africa.
Beyond profits - I am dedicated to social responsibility and social upliftment right down to feeding the man on the street.
Coffee with cherished ones and clients.

Animal Welfare.

Contact details

TESTIMONIALS

What my clients have to say

Grant van Niekerk

I have dealt with Dana for more than 20 years. Dana is always well researched, resourceful, responsive and always puts her client's needs ahead of all else. I value having Dana as my financial advisor friend for all these years and strongly recommend her

Howard Gerrard

Dana has been handling my affairs since about 2005 and keeps in touch with me on a regular basis .

She actually goes above and beyond often and is always eager to help me with matters that fall outside of her portfolio.

I recommend Dana to anyone looking for a serious consultant who is genuinely interested in their welfare.