Sanlam - Personal Financial Advisor - Kyle Hoover
Multiple locations
(2)
Multiple locations
(2)
We create a financial strategy and plan that helps our clients achieve their personal financial goals . Many people have many intermediaries when dealing with financial affairs and they dont have a full complete over view of their financial portfolio .
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2 customer reviews
Ngcebo Thembela
Great, try it...you have nothing to lose
Bernice
Kyle from Smart Financial Planning is knowledgeable and assisted me to better understand what was lacking with my financial planning. He was an absolute pleasure to work with and I now have peace of mind knowing my family will be taken care of. I can highly recommend dealing with him. More...
Full Financial Needs Analysis
I conduct a complete financial needs analysis that looks at your current financial situation, future needs and goals, and what you need to do to achieve these goals.
Investment Planning
Depending on your financial needs analysis, we look at recommending investments based on our short-term, medium-term, and long-term investment goals.
Risk benefits
Protect yourself and your family from the financial impact of life's unexpected events such as death, disability, and critical illness
Medical aid
The medical aid division can assess your individual needs depending on your budget and requirements. We deal with the leading medical aid service providers.
Educational policies
We have educational policies based on your requirements to ensure that your children's educational needs will be taken care of upon death or saved towards their education from a young age.
Corporate benefits solutions
The corporate benefit solution caters to small and large businesses that are looking for benefits for their employees. We offer tailor-made solutions that cater to individualized companies.
Complimentary WILL Drafting
Complimentary WILL drafting service, and we also keep the WILL for safekeeping. Estate fees and executors fees are discussed during consultation and explained with a solution.
Short term insurance
Expect a team who looks at individual short-term insurance needs and private solutions, car insurance, travel insurance, household insurance, and business assurance.
