Oliver Copley - Financial Advisor

About

As a qualified and experienced financial advisor, I am committed to helping clients achieve financial security through expert, personalised advice. I have recently joined Sanlam, where I assist individuals and families in making informed, practical decisions about their financial future — whether they are just starting out or planning for retirement.

I offer tailored guidance and solutions across a range of services, including:

Life Insurance – Up to R10 million cover from R150 per month + free Wealth Bonus.

Funeral Cover – From R80 per month. Individual and family cover.

Retirement Annuity – From R250 per month. Extra 10% bonus.

Tax-free Savings – From R250 – R3,000 per month or R10,000 – R36,000 one-off.

Unit Trusts – From R500 per month. Wide range of funds.

My approach is centred on honesty, accessibility, and long-term planning. I take the time to understand what matters most to you and will work alongside you to ensure your financial goals are both realistic and achievable.

If you would like to discuss your financial plans or simply explore your options, I would be happy to assist.

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