Contact SA Financial Planners
Get a custom proposalPersonal and Business Financial Planning
SA Financial Planners is an independent financial services provider offering tailored solutions for personal and business financial needs. As an independent provider, we offer our clients access to the entire market, ensuring they receive the best financial solutions.
For our individual clients, we offer personalised financial planning services, investment advice, wealth management, life insurance, medical aid, car insurance, and home insurance solutions. Whether you're saving for education, planning for retirement, or managing your wealth, our expert financial planners are available to help you reach your financial goals.
For businesses, we offer a comprehensive suite of solutions, including employee benefits, business medical aid, business GAP cover, business insurance, and business continuity assurance, such as key person cover, buy and sell arrangements, and contingent liability cover. Our experienced financial planners work closely with your business to develop a customised plan that suits your specific requirements.
We understand that every individual and business has unique financial needs and goals. That's why we take the time to get to know you and your business so that we can provide personalised solutions that work for you.
In addition to our tailored personal and business financial solutions, SA Financial Planners boasts an unrivalled service and administration department. We pride ourselves on providing exceptional service to our clients, ensuring that all your financial needs are met promptly and efficiently. Our dedicated team of professionals works tirelessly behind the scenes to ensure our clients receive the best possible experience. This is where we stand out from the competition, providing a level of service that is unmatched in the industry.
Contact SA Financial Planners today to schedule a consultation with one of our expert financial planners. Let us help you take control of your finances and achieve financial success.
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Min project size
$100,000+
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Hourly rate
$50 - $99 / hr
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Employees
2 - 9
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Locations
Hartbeespoort, South Africa
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Year founded
Founded 2011
1 Locations
- Hartbeespoort , South Africa
Service Lines
Select Focus Area
- Financial Advising & Planning
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Industries
- Business services
- 40%
- Real estate
- 40%
- Other industries
- 20%
Clients
- Small Business (<$10M)
- 50%
- Enterprise (>$1B)
- 25%
- Midmarket ($10M - $1B)
- 25%
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