About Us | SDA Consultants

A Few Words About Who we are

SDA Consultants offers bespoke financial planning with more than 20 years of experience. We offer a wide range of tailor-made financial services.

This includes:
- Life & Estate Planning
- Investment & Retirement Planning
- Healthcare Planning
- Short-Term Insurance
- Business Planning
- Group Cover

Our services can help you to be mindful of the moment whilst preparing for the future. Our greatest commodity is time, and there is no better time to act than now.

We strive to give our clients peace of mind to focus on what they do best, while we take care of their finances.

Our Mission Statement

We promise to uphold our status as the broker of choice to our clients. We are committed to providing superior services to our clients, and we strive to remain innovative by staying up-to-date with technological advances in the financial field.

Our Services

Our Clients Always Come First

We strive to provide the highest level of service with integrity. Ensuring client satisfaction through the provision of quality service, and communicating with our clients clearly and frequently is a priority. We strive to ensure customer satisfaction by providing superior tailor-made services for our clients’ needs.

Who Are We As a Financial Service Provider(FSP)?

SDA Consultants is an authorised financial services provider (FSP) with national capabilities committed to being a broker of first choice for clients who demand the best in quality service delivery and professional expertise. We are dedicated brokers who are in law an agent of our clients. We are required to act in the best interest of our clients. Primarily, we help our clients to identify their financial needs, and then find the appropriate solution to best address their needs.

Key benefits for Our Clients

We have a structured approach to financial planning that changes dynamically as our clients change.

Industry Experts

Our expert financial guidance is backed by over 20 years of industry experience and a track record of excellence recognised by numerous awards. Our seasoned professionals are dedicated to understanding your unique financial situation and providing tailored advice, allowing you to confidently pursue your financial goals.

Strategic Planning

We believe that effective personal financial planning is the organisation of an individual’s financial and personal data for the purpose of developing a strategic plan to constructively manage income, assets and liabilities to meet near and long term goals and objectives.

Comprehensive Services

We provide a comprehensive suite of services to meet all your business and financial needs. With over 30 strategic partners offering hundreds of specialised solutions, we empower you to navigate your financial journey with confidence and ease.