The Advisors
Financial advice is available to members aged 53 and older.
SURF offers a financial advisory service free of charge to members aged 53 and older, provided by a panel of five preferred service providers. Members who are considering retirement or want to exercise individual investment choice are encouraged to make use of the advice service.
The service providers are:
+27 (0) 21 809 3750
wesselsw@alexforbes.com
Your Advisor:
Wehan Wessels
(0861) 777-750
mc.theart@consultm.co.za
Your Advisors:
Charlene Dolley
Deo Pienaar
Herbert Smith
Warren Wilkinson
+27 (0) 21 861 7000
usafadvies@finfocus.co.za
Your Advisors:
Schalk van Niekerk
CFP®, MD, Direkteur & KI
Amy van Niekerk
Direkteur
Callie Snyman
CFP®
Willem Mans
CFP® & KI
Andries Vermeulen
CFP®
CJ le Roux
CFP®
Hanlie Wethmar CFP®
Key Account Specialist Cape
+27 83 375 9831
hanlie.wethmar@sanlam.co.za
Your Advisors:
Theunis Steyn
CFP®
André Wethmar
CFP® & General Tax Practitioner (SA)TM
Alto de Kock
CFP®
Hugo Lambrechts
M Comm
Pieter Vermeulen
CFP®
Jean van Rooyen
CFP®
+27 (0) 21 883 9192
arissik@gravitonwm.com
Your Advisor:
Anthony Rissik
The SURF will pay for two consultations with one of the preferred service providers.
The first consultation may be scheduled any time from age 53, and the second one within 12 months of your retirement.
Using this service is easy – simply follow these steps:
Step 1
Select a service provider.
Step 2
Obtain a consultation voucher from the HR Client Service Centre
+27 (0) 21 808 2753
sun-e-hr@sun.ac.za
Step 3
Make an appointment with your chosen service provider and present the voucher as proof that you are entitled to use the service.