I am Suma Jovner, based in Stellenbosch, Western Cape. As a financial adviser at Sanlam, I help individuals and families achieve financial security through personalised financial planning and risk management solutions. With over two decades of experience across diverse industries, I have honed the ability to connect with people, understand their needs, and deliver solutions that create real value. My career journey—from marketing and communications to project management and executive leadership—has been defined by trust, collaboration, and a commitment to excellence, which I now apply to financial advisory services. I hold a BA in Industrial Communications and a Diploma in Project Management, complemented by advanced training in Design Thinking. My journey into financial advising stems from growing up in the home of a financial advisor. I developed an early appreciation for the value of sound financial planning and have reaped the benefits thereof in my life. I value integrity, transparency, and empowerment and therefore my mission is to provide holistic, tailored solutions that support long-term well-being while respecting the unique circumstances of each client. If you’re ready to take control of your financial future and create a plan that truly reflects your goals and values, let’s connect.

My interests

• Travel
• Reading
• Walking
• Camping