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We trace our roots back to 2011, when Pauline de Wet started SA Medical Aid, a Medical Aid firm.

The mission was to assist anyone who entrusted her with their Medical Aid requirements.

During 2012, many clients had financial situations that were becoming more complex. As a trusted advisor, SA Medical Aid was increasingly approached for financial advice that was unrelated to Medical Aid. SA Financial Planners was born out of those clients' needs.

In 2012, SA Financial Planners was founded in order to provide comprehensive financial planning and objective investment advice. Qualified Financial Planners were brought onto the team to serve our client's financial planning needs.

Retirement Annuity

Our Success in Numbers

Since its inception, SA Financial Planners has flourished in numerous avenues:

  • The team has doubled from 3 members to 6
  • Assets under management exceed R300 million, a healthy increase from the original R53,410,750
  • We opened with 144 clients and the family is now 3000 strong

Milestones In Our History

Since 2011 we have built a company that has helped to make a difference to people's lives.

2011
The beginning

SA Financial Planners was officially formed on February 2012 by three colleagues who had worked together with Pauline de Wet at SA Medical Aid, a Medical Aid firm. They chose the name "SA Financial Planners" as it embodied the aspirational culture of what they hoped to achieve, one of combined wisdom, teamwork and collective expertise.

2012
Specialising on financial planning

This year marked our decision to focus on comprehensive financial planning, objective investment advice, insurance and medical aid. Prior to this we had worked in different sectors, but this focus gave us the opportunity to explore our true potential in providing services that could make a real difference to people's lives.

2016
Moving to our current office

As we continued to grow our staff, we moved our administration into our current office space in Hartbeespoort Dam, from where we coordinate our national business operations.

2021
Continued growth

On February 1st, 2021, we will celebrate our 10th birthday. We are proud to be where we are today and look forward to celebrate 10 years of teamwork. We are a boutique firm and we thrive on building long-term relationships with our clients. Our process is an opportunity for us to get to know our clients exceptionally well.

We are experts because we have been at this for a very long time.

Today, we continue to offer both comprehensive financial planning and objective investment advice.

View Our Services

Our focus is all about making a meaningful positive difference in the lives of our clients. This is recognised by our clients who seek our advice year after year.

Pauline de Wetthe Founder of SA Financial Planners

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