Protect my family
Advice built around the people who depend on you most.
Speak to an Adviser
Custodians of Wealth
Trusted financial advice for every stage of life.
Backed by 406 combined years of broker experience, Andersons Financial Services helps individuals, families and businesses protect their financial wellbeing through experienced brokers and specialist advice — across insurance, investments, medical aid, estate planning and business protection.
- FAIS Accredited Brokers
- Independent Advice
- Nationwide Service
FAIS Compliant Advice
Independent Brokers
Structured Process
Confidential & Secure
Experience You Can Rely On
Depth of expertise, backed by numbers
Our advisors' combined track record and formal qualifications mean every client gets advice grounded in real experience.
406
Combined Broker Years of Experience
3
CFP® Professionals
2
NQF9 Qualified Advisors
3
NQF6 Qualified Advisors
1
MBA Graduate
About Andersons
A trusted name in financial advice, built around people.
Andersons Financial Services is a South African financial services business built around trusted advice, experienced people and long-term client relationships.
Our team assists individuals, families and businesses with financial solutions that protect, support and prepare them for the future. We believe that financial advice should be personal, practical and responsible — that is why we focus on understanding each client's needs before guiding them toward suitable solutions.
Our vision: to become the trusted household name in the financial services industry, with a reputation for sound advice, experienced personnel and standardised service levels in a nationwide footprint.
- Independence
- Confidentiality
- Competence
- Assistance
- Integrity
- Honesty
- Friendliness
- Acumen
Honesty
Clear, honest and responsible communication, always.
Confidentiality
We respect and protect every client's information.
Care
We care about our clients, our people and our responsibilities.
Professionalism
Consistency and respect in every piece of advice and service.
How We Help
Financial solutions built around your needs
Client Need → Advice. We structure our services around what matters to you, not just product categories.
Protect my assets
Practical cover for the things you've worked hard to build.
Speak to an AdviserPlan my future
Growing and protecting wealth, with a clear long-term view.
Speak to an AdviserSupport my health
Guidance on medical aid, matched to your life stage and budget.
Speak to an AdviserProtect my business
Continuity and succession advice for owners and partners.
Speak to an AdviserManage my broader affairs
One trusted team for the financial matters that don't fit neatly elsewhere.
Speak to an Adviser
Meet the Team
Meet the specialists behind the advice
Our brokers focus on specific areas of financial advice, allowing clients to be guided by the right expertise at the right time.
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Life & Estate Planning Specialist Branch / Area Served
IndividualsFamilies
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Investments & Retirement Specialist Branch / Area Served
ProfessionalsRetirees
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Short-Term & Business Insurance Specialist Branch / Area Served
Business OwnersFarmers
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The Andersons Difference
Why clients choose Andersons
01
Experienced brokers
Advice from people with practical financial services experience.
02
Specialist support
Access to brokers with focused areas of expertise.
03
Personal service
Advice built around your life, your family, your business and your goals.
04
Broad financial solutions
Multiple financial services under one trusted name.
05
Responsible process
Structured advice, compliance and service support.
06
Long-term relationships
Support that continues well beyond the first transaction.
07
Continuous learning
A culture of development that continually strengthens advice quality.
How We Work
Our six-step advice process
Every client follows the same structured, compliant process — from first contact through to ongoing review.
01
Initial Contact
We contact every referred client within 24 hours and arrange a time for an interview.
02
Introductory Appointment
A fact-finding interview to collect accurate, comprehensive data on your personal and professional goals.
03
Data Analysis
We identify and assess every relevant issue, then formulate strategies to meet your present needs and future goals.
04
Recommendation
A clear description of your current position, an analysis of your needs, and product recommendations that cover all compliance matters.
05
Implementation
We formally present our written recommendations, gain your consent, and lodge all necessary paperwork.
06
Review
We arrange and conduct ongoing client reviews to keep your plan on track over time.
Trust & Process
Professional advice, supported by proper process
Financial advice requires care, accuracy and accountability. Andersons Financial Services follows structured advice, compliance and client-service processes to help ensure that clients receive clear guidance, responsible support and professional service.
FAIS Disclosure & Regulated Advice
POPIA-Aligned Data Handling
Conflict of Interest Policy
PAIA Manual on Request
What Guides Us
Built on values that matter
Honesty
We believe in clear, honest and responsible communication.
Confidentiality
We respect and protect client information at every step.
Care
We care about our clients, our people and our responsibilities.
Professionalism
We aim to deliver advice and service with consistency and respect.
Learning
We believe better people create better advice.
South African commitment
Proudly South African and committed to serving clients responsibly.
Get in Touch
Easy to connect. Personal when it matters.
Technology makes it easier to reach us, but experienced advice still makes the difference. Whether you want to speak to a specific broker, enquire about a service or request a call back, Andersons Financial Services makes the next step simple.
Chat with us on WhatsAppQuick questions, answered fast
Request a call backWe'll call you at a time that suits you
Our Offices
Polokwane (Head Office): 27A Rabe Street, Polokwane, 0699
Standerton: 40A Beyers Naude Street
Mokopane: 113 Thabo Mbeki Street
Tel: +27 87 236 5000 · Email: admin@anderson4u.co.za
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