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:

Your Advisor:

Wehan Wessels

Your Advisors:

Charlene Dolley

Deo Pienaar

Herbert Smith

Warren Wilkinson

+27 (0) 21 861 7000

Your Advisors:

Schalk van Niekerk
CFP®, MD, Direkteur & KI

Amy van Niekerk

Callie Snyman

Willem Mans

Andries Vermeulen

CJ le Roux

Hanlie Wethmar CFP®
Key Account Specialist Cape

+27 83 375 9831

Your Advisors:

Theunis Steyn

André Wethmar
CFP® & General Tax Practitioner (SA)TM

Alto de Kock

Hugo Lambrechts
M Comm

Pieter Vermeulen

Jean van Rooyen

+27 (0) 21 883 9192

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

Step 3

Make an appointment with your chosen service provider and present the voucher as proof that you are entitled to use the service.

We encourage you to register on Sanlam’s Retirement Fund Web and the Sanlam app so that you are able to access your personal details, view the investment portfolio returns as well as your up-to-date fund credit, all at the click of a button, 24/7.

You will also be able to see all your Sanlam insurance and savings products via one portal.

How do I access the Retirement Fund Web?

Step 1

Click on Login (top right) and select Secure Services.

Step 2

Select Register and use your fund membership number (which is reflected on your benefit statement) or your identity number.

Step 3

Confirm your mobile number and email address.

Step 4

Select a user code / username.

Step 5

A temporary password will be sent to your mobile.


Use this temporary password to gain access.
Change the temporary password, as it may only be used once.


Save the website as a favourite in your browser for easy access.

How do I access the App?

Step 1

Download the Sanlam My Retirement app from the Google Play Store or Apple App Store.

Step 2

Use your Sanlam Secure Services user code and password to access your SURF information.