SA Financial Planners Pty Ltd Revolutionising Financial Services with Fintech Excellence

SmartPlan is South Africa’s first fully integrated digital financial planning ecosystem, created by SA Financial Planners. We combine two high-growth engines: (1) a highly scalable fintech platform that automates the entire financial planning journey, bringing all financial products into one place, identifying cover gaps, benchmarking clients, and generating recurring subscription revenue; and (2) a profitable, fast-growing short-term insurance business that delivers annuity income and drives qualified leads into SmartPlan. With a loyal active client base, insurer partnerships, and MVP development underway, we’re positioned to serve South Africa’s 7M+ LSM9+ market. We’re raising R5M for 40% equity to finalise SmartPlan, scale nationally, and roll out via B2C, employer schemes, and youth networks.

Forecasted Returns: ROI: 563.07%, IRR: 74.70% over 5 years, Break-even: Year 2.
Join us in building the digital infrastructure for South Africa’s financial future.