SA Financial Planners is an independent Financial Services Provider, and this gives us a powerful gateway to provide objective and unbiased advice by matching the most appropriate solution to the specific needs of Individuals and SMEs through our world class partners.
Our company is grounded in an unwavering commitment to serve the important purpose of enriching the lives of our clients.
SA Financial Planners has a fiduciary duty to all clients. It is always our responsibility to provide fair and full disclosure of all material facts and act solely in the best interest of each of our clients. We have no “hidden agenda” or drive to sell any particular financial product.
The SA Financial Planners team of professionals has a proven track record of helping Individuals and SMEs successfully achieve their financial objectives.
The unique experience of each of our team members contributes to our collective insights. Since our establishment in 2011, we have successfully continued to grow our number of clients and assets under management. This is evidence of our ability to build a winning team. Each of our staff members add to the collective experience of the team across a range of market conditions and investment cycles and contribute to our cumulative insights in their own unique way.