is the day to start planning for the goals that matter most

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is the time to make sure your family is covered for life

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is up to you,
and we can help you get there

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Your financial well-being matters.

Designing realistic Wealth Strategies that create future peace of mind.

Let's Get Started

With our extensive experience and unwavering commitment to your success, we provide strategic financial planning and insurance solutions tailored to your unique needs. We can help you to navigate your financial journey with confidence and expertise.

Today's Financial Concerns

A few stories to learn how we have helped others achieve financial success.

What We Can Do For You

Retirement Planning

Expert Guidance for Your Retirement Planning Needs: Comprehensive and Objective Financial Advice

Estate Planning

Comprehensive and Objective Estate Planning Solutions: Expert Guidance for Your Peace of Mind

Investment Planning

Comprehensive Investment Planning Solutions: Expert Guidance for Your Financial Growth

Medical Aid

Comprehensive Medical Aid Solutions: Expert Guidance for Your Health and Well-being

Car & Home Insurance

Comprehensive Car & Home Insurance Solutions: Expert Guidance for Your Protection

Business Advice

Whether you're a start-up, small business, or a large corporation, a realistic business plan is crucial

About Us

Our advice philosophy is simple — we put YOU first

  • As an independent advisor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
  • We are a boutique firm and we thrive on building long-term relationships with our clients.
  • SA Financial Planners prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
  • We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalised services to our clients.

Find out more

How to Get Started?

To be an effective partner, we need to know you and your goals

Tailored Advice for Complex Lives

SA Financial Planners took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease.

Paul MarshBusiness Owner

Guidance towards Secure Retirement

They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan which is balanced for growth & security.

Kathy CRetiree

First Class Financial Advice

SA Financial Planners advisors have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group.

Peter WilsonIT Professional & Business Owner

Enjoy the Fruits of Working Life

I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. They were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice.

Kevin AdamsSelf Funded Retiree