A Trusted Employee Benefit And Health Care Specialist

At SA Financial Planners, we believe that people aren't just part of your business; they're the heart of it. Looking after your employees is essential for the success of your business. To help you do this, we develop solutions that prioritise employers and their employees' human needs and experiences throughout their working life.

SA Financial Planners can provide advice covering a range of areas including:

Employee Benefits

The success of your business is directly influenced by the success of your employees. Partner with us to help your employees reach their pre- and post-retirement financial goals.

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Employee Wellness

Employee engagement is not just about offering an Employee Value Proposition that differs from traditional benefits.

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Business Continuity Assurance

The untimely death or disability of a business owner often has a detrimental impact on the business, its short-term cash flow, as well as its long-term sustainability.

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Our financial experts will custom-design your plan by focusing on the following.

  • Through years of experience as South Africa's top financial advisors, we've learned that the only way to successfully do this is to truly understand our customers — We structure and provide tailor made Health Care Benefits, Group Retirement Fund Benefits & Group Risk advice and solutions to organizations for their employees.
  • We take the time to discover the path to your business goals
  • Call us today at 010 596 0400 to schedule your free consultation!

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Financial Planning Process

One size doesn't fit all, so the better we understand your situation, the better your plan will fit you.

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Investment Approach

We offers customised strategies to meet the diverse investment objectives of our clients.

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