is the day to start planning for the goals that matter most

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is the time to make sure your family is covered for life

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is up to you,
and we can help you get there

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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.

What We Can Do For You

For business
For Business

Our services cover all areas to ensure we consistently deliver the highest level of management of your requirements and those of your members.

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About Us

Our advice philosophy is simple — we put YOU first

  • 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.

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How to Get Started?

To be an effective partner, we need to know you and your goals

Tailored Advice for Complex Lives

SA Financial Planners took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease.

Michael MkhonzaBusiness Owner

Guidance towards Secure Retirement

They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan which is balanced for growth & security.

Nigel ParrBusiness Owner

First Class Financial Advice

SA Financial Planners advisors have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group.

Derek KrielBusiness Owner

Enjoy the Fruits of Working Life

I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. Pauline & Keegan were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice.

Kobus WhiteChange Management Professional

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