Concept Suid-Kaap: your wealth is our business
It all starts with a concept: a personalised, holistic plan, created and implemented based on expert financial planning. As a franchise of Sanlam, one of the largest financial service providers in South Africa, Concept Suid-Kaap offers professional advice with a uniquely personal touch.
Their service offering includes life insurance, short-term insurance, savings and investments, estate planning, taxrelated matters, medical aid, budgeting advice and business assurance.
Through this BlueStar flagship financial advice model of Sanlam, clients have access to a number of financial advice experts, all under one roof. Their diverse team of professional financial advisers and support staff will take care of clients’ diverse financial needs.
The four directors of Concept SuidKaap collectively have over 100 years of experience as financial planners at Sanlam. Koos du Plessis, Ronald Knoesen, Willem van Zyl and advocate Dries Bekker are all experts in their own fields of financial planning.
Personalised financial planning and long-term relationships
“Clients can expect to enjoy a long-term relationship with a dedicated adviser. It is our pleasure to establish our clients’ personal needs and goals taking into account their unique circumstances,” says Du Plessis.
“Based on this insight and our knowledge of various solutions, we will help you to develop a personalised, holistic plan. We will assist you throughout your lifetime, regularly reviewing your plan and making adjustments as and when necessary.”
Offering a countrywide service
Concept Suid-Kaap will celebrate its second birthday in June this year, with a team of 13 financial advisers, most of whom reside in the Mossel Bay and George area. “However, our client base is spread across the country,” says Du Plessis. “Some of our advisers are also stationed in Johannesburg, Gqeberha (Port Elizabeth) and Jeffreys Bay.”
Excellence
As the Category winner in Group 2 of the managed outsourced business in the Sanlam International Convention of 2023, Concept Suid-Kaap has the vision and passion to be
trendsetters for tailor-made implemented financial advice. “To support us in the financial planning process, we have marketleading products from Sanlam to choose from,” says Du Plessis.
Security
The investment process as well as any financial advice is backed by Sanlam Life, which is accountable for the actions of its representatives in the delivery of financial services. Clients of Concept Suid-Kaap can live with confidence and rest assured that their wealth is in expert hands. “We are passionate about what we do,” says Du
Plessis. “Nothing gives us greater pleasure than helping clients to achieve their goals, providing cost-effective solutions. We pride ourselves on our clients’ success.”
For more information contact Koos du Plessis on 082 925 1711/ 074 769 5291 (koosdup@conceptwealth.co.za) or Ronald Knoesen 082 306 2020 (ronald@sanlam4u. co.za).