About us

A team of specialised expert financial advisers

WHO WE ARE

Concept Wealth Woodhill

At our financial planning firm, we prioritize establishing trusted relationships with our clients. Our dedicated team of financial planners is committed to delivering comprehensive estate planning services, including tax planning, retirement strategies, and investment solutions tailored to each individual's needs. We pride ourselves on offering innovative and customized financial ideas that go beyond conventional approaches. Our continuous pursuit of knowledge ensures that we stay up to date with the latest industry trends, enabling us to provide the best possible advice and generate optimal returns on investments, even amidst changing economic landscapes. Our esteemed Senior Adviser, Monti Coetzer, has consistently ranked among the Top 15 Advisors for Sanlam over the past 15 years. Additionally, we boast an experienced administrative team that places a paramount emphasis on delivering exceptional service to our valued clients.

Our value proposition

15 years in operation

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

Proud recipients of Sanlam and industry awards

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

Financial advisers in Pretoria

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

MEET THE TEAM

Your financial experts

Our financial planners

Authorised Principal

Sanlam Financial Planner

Monti Coetzer

View profile

Support team

Broker/Investments advisor

Jaydon Coetzer

New Business Co-ordinator

Joanita De Beer

Client Services Manager

Judith Steinberg

Maricelle Badenhorst

Telemarketer

Morlize Hattingh

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

Get insurance cover with expert guidance from our team.

Insurance Solutions

Get insurance cover with expert guidance from our team.

Gap Cover

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

Gap Cover

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

Health Solutions

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

Health Solutions

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

Disability Cover

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

Disability Cover

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

Cancer Cover

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

Cancer Cover

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

Severe Illness Cover

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

Severe Illness Cover

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

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.

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.