About Us

SA Financial Planners is an authorised financial services provider.

Our aim is to guide both individuals and companies by offering leading financial advice, products, and services. With our wide range of offerings, we commit to helping you fulfil your lifelong financial needs, by providing unique and relevant solutions to suit your budget and circumstances.

Flexible and adaptable, through our partners, we’re constantly driven to improve the quality of the products and the level of service you enjoy with us.

Our purpose is to make a difference in the lives of others.

In line with the Vision and Values of SA Financial Planners, we do business in a way that ensures everybody wins: We build a remarkable business while our clients’ financial wellness is taken care of.

Our Vision:
Driven by a dream of how things should be, our vision is “to build a remarkable business that will still be shifting lives 100 years from now.”

With this in mind, we’ve moved away from the old way of doing business, to one where everyone wins. Exposed to this thinking, we grow as individuals and discover who we really are. We learn to trust that we are capable of achieving what we set out to do. And we know that by doing the right thing regardless, and ensuring that others win, we will win too! After all, the future is not some place we are going, but one we are creating.

Our Values:
At the core of our culture is our heart, and our values stem from this. Based on love and our win-win philosophy, our values are integral to who we are.

Values: Honesty, Integrity, Passion, Play, Love, Real, Ownership, Discipline and Restless

These form the foundation we stand on and the building blocks of our future. They are alive and visible in every interaction we have and they confirm our vision and purpose in terms of the difference we intend to make in the lives of others.

Ever vigilant, and ever restless, we are the change we want to see in the world. We strive for greatness, but we know that our success is not a destination – it is a constantly evolving journey, and we’ve only just begun.

So whether you’re an individual or company, we’ve got something for you.

If you have any questions please complete the contact form with your details and we will call you.