"Our Mission is to provide each of our clients unbiased advice, excellent service and exceptional products while serving their best interests at all times"
At SA Financial Planners, we aim to benefit and enrich the lives of our clients by upholding what we believe to be the highest standard of care.
To be your most trusted advisor through our professional knowledge, our integrity and our personalised service.
In line with our Mission and Vision, at the core of our culture are our values. Our values are integral to who we are. Integrity, excellence, teamwork, accountability, diversity and entrepreneurship. We commit to align our actions to all of these and strive to manifest them in a consistent manner.
Independence/Upholds a Fiduciary Standard
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.
Unbiased Investment Advice
SA Financial Planners values unbiased investment research and advice. We have access to many independent research resources that allow us to thoroughly analyse product research and only select investments that we believe are best suited to our clients' needs. SA Financial Planners offers no proprietary products or any other conflicts that can get in the way of providing independent, objective, and unbiased investment advice.
Comprehensive Financial Planning
SA Financial Planners believes it is important to take a holistic approach to financial planning. We aim to manage all aspects of our clients' financial situation. We provide our clients with in-house experts for matters of tax planning, investment planning, retirement planning, insurance planning, education planning, and estate planning. In the unlikely event that we are unable to provide needed expertise, we consult with our trusted affiliates, which include local accounting, tax firms and attorneys.
SA Financial Planners knows that financial planning is an ongoing, dynamic process. We offer our clients periodic service meetings, portfolio rebalancing, and retirement planning. As your needs change our investment strategy will change to meet your current financial situation.
As independent advisors we have access to thousands of mutual funds, and alternative investments. Free from the constraint of proprietary products, we are able to work with our clients to determine which investment options are best suited for their unique financial situation.
Exceptional Personal Service
SA Financial Planners offers exceptional personal service. Each client works directly with a qualified Financial Planner when making important investment decisions. In addition, every client is assigned a Client Services Manager. We are committed to accommodating our individual client’s needs and answering their important questions.
What We Stand For
Our company is grounded in an unwavering commitment to serve the important purpose of enriching the lives of our clients. SA Financial Planners is an independent financial services provider, unified by shared beliefs and values dedicated to delivering the highest level of service to our clients.
We serve as a trusted partner to create value, understanding, confidence, and peace of mind by helping simplify the complex.
We offer a value proposition focusing on life stage financial planning to ensure that individuals and businesses are on the path to financial independence.