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 insurance experts that specialises 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 Pauline saw there was a real need in South Africa for affordable, professional financial planning and insurance advice.

We are one of a select group of advice practices that are truly independent. 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.

SA Insure
Our Philosophy.

We don't sell products. We provide Financial Advice.

This means, our strategic financial plans are only influenced by your needs.

Our clients are the most important stakeholders to us and are not just a means to an end.

Get Quotes

What we do.

We can help with all your financial advice needs, whether your situation is straight-forward or out of the ordinary.

Simply, we work with each client to develop, implement and maintain a relevant and comprehensive financial strategy, assisting clients to grow their wealth, meet lifestyle objectives and protect against risks.

  • We can help you achieve your goals, no matter how big or small they may be
  • We can assist you to become financially secure
  • We can help you make smart decisions with your money

Get In Touch

Our Core Values

We have three core values which form the basis for everything we do

Independent

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.

SA Insure

Integrated

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.

SA Insure

Teamwork

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.

SA Insure

Tailored Advice for Complex Lives

SA Insure took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease.

Paul MarshBusiness Owner

Guidance towards Secure Life Insurance Plan

They listened to what I want to achieve for a secure life insurance & have guided me towards an life insurance plan which is balanced for growth & security.

Kathy C

First Class Financial Advice

SA Insure advisors have a formidable background in financial planning and insurance. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group.

Peter WilsonIT Professional & Business Owner

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