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Every financial plan we create is different

Your investment and financial plan should revolve around you.
We strive to truly understand your financial goals and objectives, then build a highly sophisticated plan to meet your needs.

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

Investments
Cash Flow Management

We can assist you to make better use of your money and become more financially successful

Investment
Growing Wealth

As the traditional domain of financial planners, investment advice forms an important and integral part of our advice

Retirement Annuity
Retirement Planning

We have helped hundreds of clients carefully consider their financial strategy for retirement

Tax Planning
Tax Planning

We help you maximise your financial plan by planning and preparing your taxes

Estate Planning
Estate Planning

We help you navigate the complexities of planning the distribution of your estate

Medical Aid
Medical Aid

We can help you find the best Medical Aid plans for you and your family.

Small Business advice
Business Advice

Complete business advice service that covers from idea creation to cash flow forecasting

Business people
Employee Benefits

Group risk and retirement solutions to corporates, small, micro and medium enterprises (SMME's) and their employees.

Business Insurance
Business Insurance

No matter what size or type of business you’re in, allow us to keep it all protected.

Our financial experts will custom-design your wealth management 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 clients — not just your finances, but also your day-to-day life.
  • Unlike large corporate planners, we take the time to discover the path to your goals that will also allow you to live the life you want. Call us today at 010 596 0400 to schedule your free consultation!

Our partners and affiliates:

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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