fbpx

Today

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

Let's Get Started

Now

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

Learn How We Help

Tomorrow

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

View Our Services

Your financial well-being matters.

Designing realistic Wealth Strategies that create future peace of mind.

Let's get started

Of the thousands of financial planners in South Africa, we are part of a select group who can call themselves truly independent. We provide strategic financial planning and advice where your needs are the only factors that influence our decisions.

Today's Financial Concerns

A few stories to learn how we have helped others achieve financial success.

What We Can Do For You

Investment
Financial Advice

Comprehensive and objective advice for all your financial questions

Meeting
Business Advice

Complete business advice service that covers from idea creation to cash flow forecasting

Retirement Planning Company
Retirement Planning

We can help you carefully consider your financial strategy for retirement

VIEW ALL SERVICES

About Us

Our advice philosophy is simple — we put YOU first

Graphs
  • 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.

Find out more

How to Get Started?

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

1
get in touch

The best way to get started is to simply phone, or contact us via email or contact form

2
initial meeting

It helps us to get know each other and ascertain whether our service will be of benefit for you

BOOK YOUR FREE ONLINE CONSULTATION NOW

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

For more information on COVID-19 and government regulation: Click here