Life is a magnificent tapestry woven with precious moments spent in the company of loved ones. It's about cherishing the connections we cultivate, for in the end, it's not just about the time we have, but the relationships we nurture. Amidst the fleeting nature of time, relationships emerge as the pillars that enrich our existence. Just as choosing a trusted partner in life is crucial, so is selecting an insurance and investment broker who understands your unique aspirations and safeguards your financial future.
About
Stephan Matthee is an experienced independent investment and insurance broker with extensive industry knowledge.
Dedicated to helping individuals and families protect their assets and plan for their financial future, he partnered with a trusted brokerage team with decades of expertise.
Stephan has a deep understanding of the products and services available and are able to provide expert advice and guidance to clients. He is known for his strong work ethic and commitment to providing the best possible service, always going above and beyond to ensure his clients' needs are met.
"I believe in doing business ethically, upholding professional standards and complying to all the FICA and FAIS regulations. By following my planning process, we comply to all of the aforementioned principles." - Stephan Matthee
QUALIFICATIONS
2023 - NQF5: Wealth Management
2020 - Accredited Independent Broker
2019 - RE 5
2017 - Accredited Financial Planner
2009 - NQF7: 4 Year Bachelor’s Degree (NWU)
RECOGNITIONS
2023 - #1 Hampshire Broker for Sanlam Support
2022 - Liberty Double Bronze Production
2021 - Liberty Double Bronze Production
2018 - Liberty Rising Star Award
2017 - Liberty Gold Coin Award for changing lives