SA Insure is a subsidiary of SA Financial Planners (Pty) Ltd, an authorised financial services provider - FSP 42208. SA Financial Planners is a team of qualified financial planners and insurance experts specialising in strategies to maximise your wealth and financial independence.
SA Financial Planners was established in 2011 by Pauline de Wet. The firm was set up because of a real need in South Africa for affordable, professional financial planning and insurance advice.
We are one of a select group of truly independent advice practices. We are privately owned and run. We offer no proprietary products or any other conflicts that can get in the way of providing independent, objective advice.
Our complete independence means we remain objective while constructing financial plans (or financial strategies) and insurance recommendations. We recommend strategies, not products.
What we do.
We can help with all your financial advice needs, whether your situation is straight-forward or out of the ordinary.
Our Core Values
Protecting your financial interests from potential conflicts of interest
No custody — An independent custodian holds our clients' policies and creates an independent, insurmountable barrier between our firm and our clients' portfolios.
No proprietary products — Since we do not create or sell proprietary products, we are free to recommend only those that deliver the best long-term results for our clients.
Managing your financial affairs with a comprehensive approach
Extensive business experience — Our team members come to the firm from a variety of business backgrounds.
Multi-discipline — Our services extend beyond investment advisory services.
Serving you with a long-standing team of professionals with rich business backgrounds
Coordinating with your other professionals — Accountants, Estate Attorneys, Tax Professionals, Insurance Agents and other professionals necessary to coordinate the best service and advice for our clients.
Long-time, stable team — Our team has worked together for 10 years.