About Us | Concept Wealth Bouvardia | Sanlam Financial Planners Pretoria

About us

Plan today for a brighter tomorrow

get in touch What we offer
Team photo

WHO WE ARE

Concept Wealth Bouvardia

Creating wealth for our client, for each other and our stakeholder. Attracting, developing and retaining talented people. Implementing effective processes to enhance productivity and innovation. Having enormous competence in both business and technology skills sets, we have the ability to maintain top performance over an extended period of time.

Proud recipients of Sanlam and industry awards
Proud recipients of Sanlam and industry awards

Our team have been acknowledged for their outstanding performance and client service.

9 years in operation
9 years in operation

Helping South Africans plan their financial future and achieve their goals year after year.

Financial advisers in Pretoria
Financial advisers in Pretoria

Providing financial planning advice to the local community and surrounding areas.

our process image

OUR PROCESS

How we help you

Our financial planners will help you develop a complete financial plan. This will include information on how to get the amount of cover you need, how to invest your money based on your individual financial situation, how to get the best benefits based on your individual tax structure and how to ensure that your retirement savings portfolio is properly managed. The processes we follow are proven and authorised by Sanlam.

PRODUCTS AND SERVICES

What we offer

Insurance Solutions icon
Insurance Solutions

Get insurance cover with expert guidance from our team.

Gap Cover icon
Gap Cover

Stay financially protected when medical costs fall short - learn more here.

Sanlam Health Solutions icon
Health Solutions

Let us help you decide on the right medical aid solution for you.

Disability Cover icon
Disability Cover

Financial support through a lump-sum payout if permanent disability occurs.

Cancer Cover icon
Cancer Cover

Sanlam Cancer Cover offers a cash payout to help cover cancer-related costs.

Severe Illness Cover icon
Severe Illness Cover

Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.

Income Protection icon
Income Protection

Sanlam Income protection protects you and your family against temporary and permanent illness or disability with a monthly payout that helps support your current lifestyle.