Every financial plan we create is different

Your investment and financial plan should revolve around you.
We strive to truly understand your financial goals and objectives, then build a highly sophisticated plan to meet your needs.

SA Financial planners can provide advice covering a range of areas including:

Life Insurance

In our life insurance guide, we'll walk you through various options to secure your finances effectively.

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Business Advice

Complete business advice that covers Employee Benefits, Group Medical Aid, Business Insurance and Business Assurance.

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Our financial experts will custom-design your wealth management plan by focusing on the following.

  • Through years of experience as financial advisors, we've learned that the only way to successfully do this is to truly understand our clients — not just your finances, but also your day-to-day life.
  • Unlike large corporate planners, we take the time to discover the path to your goals that will also allow you to live the life you want. Call us today at (010) 596 0400 or complete our Contact Form to schedule your free consultation!

We are sertified and licensed under:

Financial Planning Process

One size doesn't fit all, so the better we understand your situation, the better your plan will fit you.

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Investment Approach

We offers customised strategies to meet the diverse investment objectives of our clients.

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