ABOUT US

Dotport Financial Advisors (Pty) Ltd, established in 1990, is a financial services provider. We provide financial planning and advice to individuals and corporates.

Dotport Financial Advisors (Pty) Ltd is an authorised financial services provider. (FSP 15250)

Our Team

Director and general management. Obtained his B Com Hons degree from the University of Pretoria. CFP® professional. Responsible for fund management and management of individual share portfolios.

Martin Struwig

Director

Financial Advisor and Director. Obtained her B Com degree from the University of Pretoria.

Alta Struwig

Director & Financial Advisor

Experienced Human Resource Management professional with a strong foundation in payroll administration, financial processing, and compliance. Certified as a Sage Pastel Payroll Administrator (2021), bringing proven skills in managing payroll systems, ensuring accuracy in financial transactions, and supporting organisational policies and procedures. Assisting with compliance frameworks, policy development, and procedural updates to align with regulatory standards and best practices.

Ciska Struwig

General Manager

Obtained her Certificate in Wealth Management (Moonstone) in 2024. Responsible for general administration in relation to investments.

Adele Kleynhans

General Administration

Responsible for general administration in relation to short term insurance, gap cover and medical Schemes.

Charlotte Venter

General Administration

Responsible for preparation of client reports and general administration in relation to Wills.

Carmen Ontong

General Administration

Responsible for general administration in relation to Life Risk Products and Employee Group Risk Benefits.

Maroney Maroga

General Administration

Products & Services

Medical Schemes

Gap Cover

Short Term insurance

Wills

Life Cover

Disability Cover

Dreaded disease Cover

Income Protection

Investments

Retirement Annuities

Pension Funds

Provident Funds

Collective Investment Schemes

The Process

We follow the “Six Steps of Financial Planning Process”

The steps are as follows:

Client Introduction and establishing the relationship

This is where we introduce ourselves to potential clients.

Gather information and determine goals

This step is to gather all relevant information from the client.

Analyse and evaluate financial position

After gathering the relevant information, we conduct a needs analysis to analyse the client’s financial position, their future financial goals and needs.

Present analysis and recommended advice

During this step we prepare a detailed financial plan that includes solutions and recommendations, appropriate for the client’s needs.

Implementation Recommendations

During this step we implement the recommendations as determined in step 4.

Review of the financial plan

We review your financial plan on a regular basis to ensure that your financial plan keeps track with your current financial position.

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