Your financial well-being matters.
Designing realistic Wealth Strategies that create future peace of mind.
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A Trusted Financial Services Group
SA Financial Planners' advisory-focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. Our values are encapsulated in our core business principles and all strategic initiatives reflect these guiding principles.
Today's Financial Concerns
A few stories to learn how we have helped others achieve financial success.
- As an independent financial planner, 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.