EVERY STEP OF THE WAY

At Smith & Smith, we are inspired to make your life a bit easier. From planning to investing to retiring, we are with you every step of the way.

Smith & Smith strives for the highest levels of professional service in all our dealings by giving clients informed advice that they can trust. With knowledge and experience in all the financial disciplines – from healthcare to short-term insurance, investment planning and life assurance – we deal with corporates as well as individuals.

Smith & Smith has followed the guiding principle of personal service by helping individual investors, companies and families reach their financial goals. Our business contracts with all the major South African insurers, healthcare providers and a number of high profile asset management companies, guarantees that you will get the best, from the best.

What distinguishes Smith & Smith is our high level of personalised service, together with our pledge to make the world of financial services easier for our clients. Smith & Smith is a registered financial services provider with the Financial Services Board and supports the initiative on accreditation of financial advisors.

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“We pride ourselves on caring for our clients and having empathy for their circumstances.”

Shirley Smith

Founder, Key Individual & Financial Adviser
083 657 1912

Ferdie Smith

Founder

Savannah Smith

CERTIFIED FINANCIAL PLANNER®
083 661 6855

Storm Smith

Short-Term Insurance Administrator

Catherine Leeuw

Administrator - Roodepoort Office

Rebecca Chetty

Health Care Administrator - Roodepoort Office

OUR PROCESS

explore | create | choose

EXPLORING YOU

Most financial plans begin and end with the products. Your plan needs to begin and end... with you.

CREATE CHOICES

Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

CHOOSE

With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

PERSONAL SOLUTIONS

“We aim to negotiate the best settlements, because we commit to championing each client’s cause"

Smith & Smith provides personal solutions covering everything that is required for you to live your life without having to worry about the “what ifs”. With our easy-to-understand approach, we offer complete solutions that fit your individual needs and circumstances.

We regularly take clients’ portfolios under review to ensure that premiums and products are market-related and that assets are insured at true market value. In the event of a claim, the emphasis is always on finalising the paperwork as swiftly as possible.

CORPORATE SOLUTIONS

“You reap all the benefits of a business that cares about clients’ interests.”

Owning your own business comes with many unique responsibilities, risks and investment opportunities. We offer comprehensive business insurance products as well as affordable group healthcare coverage and investment solutions that suit your enterprise’s specific requirements.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

RECOMMENDED BY

hear it from our clients

“we have used the services of Smith & Smith for all our group pension, life and medical aid schemes.  Our relationship started 7 years ago and today is stronger than ever before."

Carl

Motor dealer
“Smith & Smith have been with us every step of the way. Their service has been impeccable and their advice, invaluable. They are our perfect finacial partners.”

Geoff & Alice Stevens

Financial Advice that is tailored
to you and your choices.

CONTACT US

to arrange a consultation, email or call us

JHB: +27 (0)11 958 2445
shirley@smithandsmith.co.za

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