Temple Alliance
Financial Services Provider · FSP No. 45325
FINANCIAL PLANNING INTERN
BCom Economics (SU) · Postgraduate Diploma in Financial Planning, Stellenbosch Business School (commencing 2027)
Dale studied Economics at Stellenbosch, where her favourite work sat at the intersection of law and economics — which goes some way to explaining why she is now building a career that spans investment administration, portfolio reporting, Will drafting, and estate work. She is drawn to the breadth of what independent financial planning involves, and to the client relationships at the centre of it. She thinks the best investment strategy is also the simplest: find a competent adviser, be patient, and let time do the work. Her longer-term goal is to be a well-rounded adviser at Temple Alliance, with a focus on investments, estates, and the legal side of the practice.
“Wealth gives people time and freedom — that's what we're really building.”
Dale is training toward becoming an adviser. For a first conversation about your financial plan, reach out and we'll connect you with the right person on the team.
Email admin@templealliance.co.za