SD Financial Solutions CC was founded in August 2007.
Our primary focus was to assist individuals in acquiring life cover solutions, retirement plans, education policies and simple investments.
Since inception, our goal was to change the way client’s experienced financial advice.
In most cases, clients are being sold policies, but we believe that everyone is unique and therefore the planning must be too.
We take time to listen to a client’s entire life story before giving advice.
This allows us to create solutions that help achieve one’s goals and build long-term relationships.
In 2015, we were one of five Financial Service Providers in KZN to be awarded the opportunity of partnering with one of South Africa’s largest insurers.
We accepted this offer as it was in keeping with our goal of shifting a client’s experience with insurance from a sales industry to one that focuses on a client’s well-being.