“What is not to achieve if you work towards your goal with utmost professionalism & ethics”
Theo van der Sandt CFP®
Your financial freedom!
Tailor made financial planning
People over profit
Let's start your financial journey
With over two decades of experience in the South African financial services industry, my team and I bring a wealth of expertise across various specialised fields. Our success is largely attributed to our heartfelt commitment to our clients’ needs and our relentless drive to exceed their expectations. We take immense pride in our work and are passionate about the financial planning industry, viewing it as our dedicated career rather than just a mere job.
Have a look at our
Services
Estate planning
Comprehensive estate plan will cover all aspects of estate, legal and fiduciary fees and costing in line with current legislation. Proposal will include a cost efficient way to cover these costs.
Retirement planning
Retirement analyses will be conducted to point out current provisions and shortfalls in your retirement plan. Proposal will include current legislation and tax features in retirement planning.
Investment planning
Investment strategies and advice based on your unique risk tolerance. Working with Industry leading specialists and fund managers.
Risk planning
Financial Needs Analysis will determine the cover needed for all unforeseen events in one’s life, in this proposal we will also look at short term insurance needs and cover available in the market.
Fiduciary service
Leaving you legacy in a Valid Will, Executor and Trustee service. Up to date with ongoing legislation changes and fee structures.
Employee benefits
A comprehensive range of employee benefits, group medical and funeral cover will assist to retain staff. Build an employer & employee relationship.
Have a look at our
Products
Life cover
Lump Sum Death Benefit ensures financial support to the deceased's estate or nominated beneficiary, leaving a legacy of love, not legal battles.
Investments
Grow your wealth for the future. Invest wisely, diversify your portfolio, and seek expert guidance to maximize returns and secure financial growth.
Business assurance
Conduct comprehensive financial audits, risk assessments, and implement controls to enable confident decision-making for your business.
Group life & pension funds
Group life insurance protects families, and pension funds secure futures. Combined, they offer peace of mind.
Car, household & business insurance
Safeguard your personal and business assets with tailored insurance options to secure your future ventures.
Medical aid & gap cover
Medical aid covers essential healthcare costs, while gap cover addresses additional expenses. Together, they provide comprehensive coverage and complete peace of mind.
WHAT OUR CLIENTS SAY
Testimonials
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Ps. Bert & Charne Pretorius 3C South Africa“For us the most important aspect in all matters is relationship. In Theo we have found an excellent financial advisor who is truly dedicated to knowing our needs and giving expert guidance to our family. We have benefited greatly from his friendly and efficient service.”
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Zaaida Hoosain Kruger| Cellular BoutiqueYou’re by far the absolute best that we have come across in the industry Theo… and we have been around ☺️ Thank you for the personalized approach to all our needs and ensuring that we have the absolute best Life cover and Medical Aid, you go above and beyond every single time!!! There are not enough words that can describe the peace of mind that comes with dealing with someone as professional and on the ball as you and your team are.
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French Jooste Bull Security“As jy ‘n finansiële adviseer benodig met integriteit en eerlikheid gaan klop gerus aan by Theo van der Sandt. Sy naam loop hom vêr vooruit! Hy kyk absoluut na jou belange en wat die beste vir jou is. Sowaar ‘n persoon met wie jy die pad kan stap. ‘n slim opregte geleerde man met waardes. So baie is absoluut tevrede met hom. Kontak hom vandag nog vir die beste advies. Ek beveel hom 100% aan.”
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Willie Jacobs Exco | Obaro Group“Since I met Theo, I found comfort in the thought that my affairs are sorted. He has a wealth of experience and significant insight in the field. His personal interest in me as a client, also gives me comfort and confirmation that he is long term relationship driven and not interested in quick gains.”
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Dr. PJ Govender“Theo has exceeded my expectations from day one, effortless insurance planning, Had no issues with piles of paperwork. My initial request was that I needed someone to take care of my portfolio for me as no one has time to worry about these sort of things and he has done just that. Highly recommended specialist in his field.”
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Jenny Cook-Smith Bidvest Academy Brushware“Theo Van Der Sandt has been my broker for several years, and I would highly recommend him as he pays exceptional attention to detail and to customer care. He is very diligent when following up on portfolio’s and reviews them on a regular basis, and always has his client’s best interests at heart.”
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Dr C Turner Forensic Pathologist | Lancet“Theo, well what can I say…… financially astute, savvy and very very knowledgeable. I put all my trust in him and his advice, regarding policies and investments, and he didn’t let me down. He was attentive and always prompt with a reply to any questions or concerns. A mere Scientist like me started to actually understand the financial stuff, all thanks to Theo. I couldn’t have asked for better support in such an emotive area….money!”
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