Would you like to discover how a personalised financial planning approach can assist you in tackling your most pressing financial challenges effectively?

The SA Financial Planners team has prepared several case studies at various life stages to showcase how we have assisted others in achieving financial success. These studies serve as examples of our expertise in tailoring financial solutions to suit individual needs.

Business Owners

Many business owners spend so much time managing their business financial matters and neglect their personal finances…

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We have been working with SA Financial Planners for over 10 years and they have been invaluable in supporting us with both retirement and risk planning.

Kathy and BenCape Town

They listened to what I want to achieve for a retirement & have guided me towards a balanced investment plan.

Jason BannisterIT Professional