SA Financial Planners is a team of financial planners that specialises in strategies to maximise your wealth and financial independence.

SA Financial Planners, established in 2011, was founded with the aim of providing exceptional financial guidance and empowering individuals to achieve their financial aspirations.

SA Financial Planners is a renowned financial advisory firm dedicated to helping our clients navigate the complexities of financial planning and achieve their long-term goals. With a team of experienced professionals, we offer personalised solutions tailored to each client's unique circumstances.

Our comprehensive services encompass retirement planning, investment management, risk management, estate planning, insurance and more. By combining our expertise with a client-centric approach, we strive to build lasting relationships based on trust and mutual success. At SA Financial Planners, we are committed to your financial well-being and are ready to guide you on your path to financial prosperity.

Our Philosophy.

We don't sell products. We provide Financial Advice.

This means, our strategic financial plans are only influenced by your needs.

Our clients hold the utmost importance to us as our valued stakeholders.

Learn About Our Approach

What we do.

We can help with all your financial advice needs, whether your situation is straight-forward or out of the ordinary.

Simply, we work with each client to develop, implement and maintain a relevant and comprehensive financial strategy, assisting clients to grow their wealth, meet lifestyle objectives and protect against risks.

  • We can help you achieve your goals, no matter how big or small they may be
  • We can assist you to become financially secure
  • We can help you make smart decisions with your money

How We Can Help

Our Core Values

We have three core values which form the basis for everything we do

Independent

Protecting your financial interests from potential conflicts of interest

Client-focused custody — Our client's investments are held by an independent custodian, ensuring a distinct separation between our firm and their portfolios, instilling confidence and security.

Transparent fee structure — We adhere to regulated fees and commissions, ensuring full transparency in our pricing.

Unbiased product recommendations — Without proprietary products to push, we have the freedom to recommend only the solutions that yield optimal long-term results for our clients, placing their best interests at the forefront.

Integrated

Managing your financial affairs with a comprehensive approach

Extensive experience — Our team members come to the firm from a variety of business backgrounds including retirement planning, risk planning, estate planning, investment planning, medical aid and insurance.

Extensive business experience — Our services extend beyond individual advisory services to include business services like employee benefits, business medical aid, business insurance, business continuity assurance (key person cover, buy and sell arrangements, contingent liability cover).

Teamwork

Serving you with a long-standing team of professionals with rich business backgrounds

Collaboration — We foster a culture of teamwork, working together to deliver exceptional results.

Synergy — By harnessing the collective expertise of our team, we achieve synergistic outcomes for our clients.

Supportive Environment — We create an environment that encourages open communication, trust, and mutual respect, enabling our team to thrive and provide the best service to our clients.

We specialise in helping you optimise and maximise the potential of your financial resources. Get in touch and let's get started!