A team of specialised expert financial advisers

Our financial planners are authorised by Sanlam to advise you on a full range of financial solutions and will actively work with you to achieve financial independence and sustainable wealth.

About

Who we are

Plan-B Vision To assist our clients as a team in reaching their financial goals, through expert advice & excellent service to grow our business into a successful financial planning organization. Plan-B has a particular focus on adding value through building and maintaining wealth for our clients. We harness the strengths of all the individual members of our team in order to provide a balanced solution to our clients’ needs. Our clients include individuals and business owners that place a high value on obtaining financial advice.

Our people

Financial planners

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Sanlam Financial Planner

Jaco Van Schalkwyk CFP®
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Sanlam Financial Planner

Petrus Jansen Van Rensburg CFP®

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Our services

What to expect from us

Insurance
Retirement
Investments
Financial Planning
Business Insurance
Sanlam Reality
Fiduciary Services
Medical Cover
Gap Cover

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.