Our team is composed of experienced professionals who enjoy working closely with our clients and with each other.

We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalised services to our clients. The client driven focus allows us to excel at providing financial, investment and insurance advice that is bespoke to our individual clients.

Meet Our Team of Experts

Pauline de Wet

CEO | Financial Planner

Qualifications

Pauline possesses a strong educational background in Wealth Management, bolstered by her diligent study and commitment to mastering the field. Additionally, she has successfully completed the requisite regulatory exams mandated by the industry. Her qualifications reflect her dedication to staying informed and compliant with the ever-evolving landscape of financial services.

Experience
  • Extensive background in Financial Planning, insurance solutions, and medical aid advisory, delivering personalised and comprehensive wealth management strategies tailored to clients’ goals and aspirations.
  • Extensive expertise in business management, overseeing operations, driving strategic initiatives, and fostering growth within the financial services sector.
My Advice Philosophy

My unwavering passion for helping people has guided my career choices, and I have found financial planning to be the ideal path for utilising my skills and abilities to make a meaningful difference. The satisfaction I derive from tackling intricate financial challenges that clients encounter is unparalleled. As the CEO of SA Financial Planners, I am privileged to be in a position where I can assist individuals in achieving their financial goals without ever compromising on what I believe is truly in their best interests.

Marius de Wet

Director | Financial Planner

Qualifications

Marius has a strong educational background in Wealth Management, supported by dedicated study and a determined commitment to mastering the field. Additionally, Marius has successfully completed the mandatory regulatory exams and serves as the Key Individual for SA Financial Planners. This showcases their unwavering dedication to maintaining knowledge and compliance in the ever-evolving financial services landscape. Marius’s qualifications are a testament to their relentless pursuit of excellence in the field.

Experience
  • Possesses an extensive background in Financial Planning and insurance solutions advisory, adept at delivering personalised and comprehensive wealth management strategies that are tailored to client’s specific goals and aspirations.
  • Extensive expertise in business management, successfully overseeing operations, driving strategic initiatives, and fostering growth within the financial services sector.
Philosophy

Marius’s career choices have been driven by an unwavering passion for helping others, and the realm of financial planning has emerged as the perfect avenue to leverage their skills and abilities for creating a significant impact. The gratification derived from tackling intricate financial challenges faced by clients is unparalleled. As a Director of SA Financial Planners, Marius feels privileged to be in a position where they can assist individuals in realising their financial goals without compromising on what they genuinely believe is in their clients’ best interests.

Juanita de Waal

Administration Manager

Qualifications

Juanita possesses a strong educational background in Administration and Business Management, complemented by dedicated study and a commitment to honing her skills in the field. With a keen eye for detail and organisational expertise, Juanita ensures streamlined operations and efficient management within the administrative realm. Her qualifications reflect her dedication to maintaining excellence in administrative practices and contributing to the overall success of the organisation.

Experience
  • Demonstrated expertise in administrative management, encompassing responsibilities such as handling client claims, maintaining updated client profiles, and ensuring accurate and timely documentation.
  • Proficient in overseeing various administrative tasks, including scheduling, record-keeping, resource allocation, and maintaining efficient workflow, contributing to the smooth operation of the organisation and the satisfaction of clients.
Philosophy

Juanita believes that a well-organised and efficient administrative function is the backbone of a successful organisation. She prioritises accuracy in client claims and profiles, and emphasises clear communication and teamwork. Juanita is dedicated to providing exceptional support, maintaining professionalism, integrity, and a client-centric approach in her administrative role.

Sasha Kriel

Administrator

Qualifications

Sasha possesses a solid educational background in Business Administration, backed by rigorous study and a commitment to acquiring expertise in the field. Her qualifications reflect a strong foundation in administrative principles and practices. Additionally, Sasha has developed proficiency in various software and systems commonly used in administrative tasks, enhancing her ability to streamline processes and efficiently manage organisational operations. Sasha’s qualifications highlight her dedication to providing effective administrative support and contributing to the overall success of the team.

Experience
  • Extensive experience in administrative support, successfully managing various tasks such as scheduling, record-keeping, and document management, resulting in enhanced organisational efficiency.
  • Proficient in utilising software and systems to streamline administrative processes, ensuring accuracy, and optimising workflow. Additionally, experienced in coordinating meetings, handling correspondence, and providing exceptional customer service to clients.
Philosophy

Sasha believes in the importance of efficient administration for organisational success. They prioritise professionalism, attention to detail, and clear communication. Sasha is dedicated to providing exceptional administrative support and creating a positive work environment through accuracy and teamwork.

I'm happy with the team relationship that SA Financial Planners is building with me. It's the approach I always wanted with an advisor.

Dr C WilderGauteng