fbpx

Our team is composed of experienced professionals who enjoy working closely with our clients and with each other.

We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalised services to our clients. The client driven focus allows us to excel at providing financial and investment advice that is bespoke to our individual clients.

Meet Our Team of Experts

Pauline de Wet

CEO

Education

Pauline holds the Advanced Diploma of Financial Planning. She is also working towards completing the CERTIFIED FINANCIAL PLANNER® certification, a standard recognised internationally.

Background
  • CEO, Specialist Health Advisor, SA Medical Aid
  • CEO, Financial Planner, SA Financial Planners

With a decade of experience in health, financial and investment markets, and having worked in wealth management in a boutique financial planning firm, Pauline started SA Financial Planners in 2011.

Pauline has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

Marius de Wet

Director

Marius holds the Advanced Diploma of Financial Planning. He is currently completing the CERTIFIED FINANCIAL PLANNER® program.

With more than a decade of experience in health, financial and investment markets, and having worked in wealth management in both a boutique financial planning firm and a large investment group, Marius joined SA Financial Planners in 2017.

Background
  • Head of Operations, Momentum Digital

Marius has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

Keegan Pickard

Financial Planner

Keegan Pickard
Education

Keegan holds holds a Bachelor of Commerce in Law degree from the University of the Free State. He is also in the final stages of completing the CERTIFIED FINANCIAL PLANNER® certification, a standard recognised internationally.

Background
  • Financial Planner, Sanlam

Experienced in financial and investment markets, and having worked in wealth management in a boutique financial planning firm as well as a large investment group, Keegan started SA Financial Planners in 2019.

Keegan has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

Juanita de Waal

Administration Manager

Background

With over seven years with SA Financial Planners Juanita is responsible for overall client support, Juanita joined SA Financial Planners in 2013.

Client Support
  • General client support
  • Claims
  • Policy updates

Juanita has a particular interest in helping clients with all their support requirements.

Sasha Kriel

Personal Assistant

Sasha Kriel
Background

With over two decades of experience in business administration and support, and having worked in large corporates, Sasha joined SA Financial Planners in 2019.

Experience
  • Business Administration, Yellow Pages
  • Event Management, Self Employed

Sasha has a particular interest in assisting clients.

I'm happy with the team relationship that SA Financial Planners is building with me. It's the approach I always wanted with an advisor.

Esma Botha

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