The Team - Sureplan Insurance Consultants

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The Team

Our Staff

SurePlan consists of a team of professional, qualified financial advisors who deliver appropriate financial services and advice of the highest standards to both corporates and individuals.  

Business ethics, honesty and integrity forms the cornerstone of our practice. Our mission is to protect and enhance the assets and wealth of our clients by preserving their legacy. We specialise in asset protection, wealth creation and risk management. It is our experience that almost  all the clients who previously engaged in financial planning do not employ or has never been advised on  how to employ the most appropriate financial structures to protect and grow their assets.

We, first and foremost, provide our clients with the most appropriate advice in respect of Estate Planning,  Retirement Planning, Long-term Risk Management, as well as Short-term Risk Management. We conduct  a comprehensive financial needs analysis and provide, amongst other, expert advice in terms of Life,  Disability and Severe Illness benefits as well as focussing on Retirement Planning. After addressing the financial needs of our clients, we focus on employing the most appropriate financial  products and structures to facilitate our expert advice. By utilising the correct financial structures we  protect the assets of our clients against personal creditors, we limit exposure to taxes and other estate  costs; we enhance their wealth and we ensure a legacy of substance for their dependants.

We pride ourselves in delivering superior value to our clients and putting their needs first.

 
 
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