{"id":84,"date":"2021-09-27T14:24:17","date_gmt":"2021-09-27T12:24:17","guid":{"rendered":"https:\/\/surf.sun.ac.za\/?page_id=84"},"modified":"2026-04-01T03:10:54","modified_gmt":"2026-04-01T01:10:54","slug":"advisors","status":"publish","type":"page","link":"https:\/\/surf.sun.ac.za\/af\/advisors\/","title":{"rendered":"Adviseurs"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Header” _builder_version=”4.16″ use_background_color_gradient=”on” background_color_gradient_stops=”rgba(0,19,46,0.6) 0%|rgba(0,19,46,0.6) 100%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(0,19,46,0.6)” background_color_gradient_end=”rgba(0,19,46,0.6)” background_image=”https:\/\/surf.sun.ac.za\/files\/2021\/09\/financial-advisor-45.jpg” custom_padding=”||120px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_font=”|900|||||||” header_font_size=”100px” background_layout=”dark” max_width=”760px” custom_margin=”||||false|false” header_font_size_tablet=”70px” header_font_size_phone=”60px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

The Advisors<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”About” _builder_version=”4.16″ background_enable_image=”off” background_size=”initial” background_position=”top_center” custom_padding=”||26px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_padding=”||9px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”|900|||||||” header_2_font_size=”40px” header_2_line_height=”1.2em” max_width=”850px” header_2_font_size_tablet=”42px” header_2_font_size_phone=”30px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Financial advice is available to members aged 53 and older.<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font_size=”16px” global_colors_info=”{}”]<\/p>\n

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.<\/p>\n

The service providers are:<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”19px||9px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider color=”#A88E55″ divider_style=”dotted” divider_weight=”1px” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ specialty=”on” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||true|false” custom_padding=”0px||0px||true|false” top_divider_color=”#555555″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/01\/AF-Logo-300×78.png” title_text=”AF Logo” url=”https:\/\/www.alexforbes.com” url_new_window=”on” align=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||34px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” link_text_color=”#A88E55″ header_5_font=”|800|||||||” header_5_font_size=”18px” header_6_font=”|700|||||||” header_6_text_color=”#A88E55″ header_6_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

+27 (0) 21 809 3750<\/h6>\n
wesselsw@alexforbes.com<\/a><\/h6>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/surf.sun.ac.za\/files\/2023\/01\/Alexforbes-Info.pdf” url_new_window=”on” button_text=”More information” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_bg_color=”#0D4C77″ global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ specialty_columns=”2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_row_inner _builder_version=”4.16″ _module_preset=”default” custom_padding=”||10px|||” global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font=”|600|||||||” custom_padding=”13px|||||” global_colors_info=”{}”]<\/p>\n

Your Advisor:<\/h3>\n

[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/01\/Wehan-Wessels-150×150.jpg” title_text=”Wehan Wessels” align=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Wehan Wessels<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||true|false” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”19px||9px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider color=”#A88E55″ divider_style=”dotted” divider_weight=”1px” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ specialty=”on” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||true|false” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/01\/Consult_by_momentum_Logo_Grey_on_Transparent_Bg_RGB-300×157.png” title_text=”Consult_by_momentum_Logo_Grey_on_Transparent_Bg_RGB” align=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||10px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” link_text_color=”#A88E55″ header_5_font=”|800|||||||” header_5_font_size=”18px” header_6_font=”|700|||||||” header_6_text_color=”#A88E55″ header_6_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

(0861) 777-750<\/h6>\n
mc.theart@consultm.co.za<\/a><\/h6>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/surf.sun.ac.za\/files\/2023\/01\/Consult-by-Momentum-Info.pdf” url_new_window=”on” button_text=”More information” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_bg_color=”#0D4C77″ global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ specialty_columns=”2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_row_inner _builder_version=”4.16″ _module_preset=”default” custom_padding=”||10px|||” global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font=”|600|||||||” custom_padding=”13px|||||” global_colors_info=”{}”]<\/p>\n

Your Advisors:<\/h3>\n

[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”||14px|||” global_colors_info=”{}”][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/01\/Charlene-Dolley-150×150.jpg” title_text=”Charlene Dolley” align=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Charlene Dolley<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/01\/Deo-Pienaar-150×150.jpg” title_text=”CREATOR: gd-jpeg v1.0 (using IJG JPEG v90), quality = 100″ align=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Deo Pienaar<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”25px||14px|||” global_colors_info=”{}”][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/01\/Herbert-Smith-150×150.jpg” title_text=”Herbert Smith” align=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Herbert Smith<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/01\/Warren-Wilkinson-150×150.jpg” title_text=”Warren Wilkinson” align=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Warren Wilkinson<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||true|false” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”19px||9px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider color=”#A88E55″ divider_style=”dotted” divider_weight=”1px” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ specialty=”on” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||true|false” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/02\/Finfocus_new-logo_2014_CMYK_low-res-300×171.png” title_text=”Finfocus_new logo_2014_CMYK_low-res” url=”https:\/\/www.finfocus.co.za” url_new_window=”on” align=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||10px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_5_font=”|800|||||||” header_5_font_size=”18px” header_6_font=”|700|||||||” header_6_text_color=”#A88E55″ header_6_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

+27 (0) 21 861 7000<\/h6>\n
usafadvies@finfocus.co.za<\/h6>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/surf.sun.ac.za\/files\/2023\/02\/Finfocus.pdf” url_new_window=”on” button_text=”More information” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_bg_color=”#0D4C77″ global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ specialty_columns=”2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_row_inner _builder_version=”4.16″ _module_preset=”default” custom_padding=”||10px|||” global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font=”|600|||||||” custom_padding=”13px|||||” global_colors_info=”{}”]<\/p>\n

Your Advisors:<\/h3>\n

[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”||14px|||” global_colors_info=”{}”][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/02\/Schalk-van-Niekerk-small-257×300.jpg” title_text=”Schalk van Niekerk small” align=”center” _builder_version=”4.16″ _module_preset=”default” height=”200px” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Schalk van Niekerk<\/strong>
CFP\u00ae, MD, Direkteur & KI<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/06\/van-Niekerk-257×300.jpg” title_text=”van Niekerk” align=”center” _builder_version=”4.16″ _module_preset=”default” height=”200px” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Amy van Niekerk<\/strong>
Direkteur<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”25px||14px|||” global_colors_info=”{}”][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/02\/Callie-Snyman-small-257×300.jpg” title_text=”Callie Snyman small” align=”center” _builder_version=”4.16″ _module_preset=”default” height=”200px” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Callie Snyman<\/strong>
CFP\u00ae<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/06\/Mans-257×300.jpg” title_text=”Mans” align=”center” _builder_version=”4.16″ _module_preset=”default” height=”200px” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Willem Mans<\/strong>
CFP\u00ae & KI<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”25px||14px|||” global_colors_info=”{}”][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/06\/Vermeulen-257×300.jpg” title_text=”Vermeulen” align=”center” _builder_version=”4.16″ _module_preset=”default” height=”200px” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Andries Vermeulen<\/strong>
CFP\u00ae<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/02\/CJ-le-Roux-small-257×300.jpg” title_text=”CJ le Roux small” align=”center” _builder_version=”4.16″ _module_preset=”default” height=”200px” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

CJ le Roux<\/strong>
CFP\u00ae<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||true|false” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”19px||9px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider color=”#A88E55″ divider_style=”dotted” divider_weight=”1px” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ specialty=”on” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||true|false” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/02\/BS_Socialprofile_Generic_Eng.jpg-300×99.jpg” title_text=”BS_Socialprofile_Generic_Eng.jpg” url=”https:\/\/www.finfocus.co.za” url_new_window=”on” align=”center” _builder_version=”4.16″ _module_preset=”default” custom_margin=”||10px|||” custom_padding=”||21px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_5_font=”|800|||||||” header_5_font_size=”18px” header_6_font=”|700|||||||” header_6_text_color=”#A88E55″ header_6_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]Hanlie Wethmar <\/strong>CFP\u00ae
\nKey Account Specialist Cape<\/p>\n

+27 83 375 9831<\/h6>\n
hanliew@sanlam4u.co.za<\/h6>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/surf.sun.ac.za\/files\/2026\/04\/SURF-Website-document-BlueStar.pdf” url_new_window=”on” button_text=”More information” button_alignment=”center” _builder_version=”4.27.4″ _module_preset=”default” custom_button=”on” button_bg_color=”#0D4C77″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ specialty_columns=”2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_row_inner _builder_version=”4.16″ _module_preset=”default” custom_padding=”||10px|||” global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_3_font=”|600|||||||” custom_padding=”13px|||||” global_colors_info=”{}”]<\/p>\n

Your Advisors:<\/h3>\n

[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”||14px|||” global_colors_info=”{}”][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2026\/04\/Andre.jpg” title_text=”Andre” align=”center” _builder_version=”4.27.4″ _module_preset=”default” height=”200px” custom_margin=”||10px|||” hover_enabled=”0″ border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Andr\u00e9 Wethmar
<\/strong>CFP\u00ae\u00a0& General Tax Practitioner (SA)TM<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2026\/04\/Alto.jpg” title_text=”Alto” align=”center” _builder_version=”4.27.4″ _module_preset=”default” height=”200px” custom_margin=”||10px|||” hover_enabled=”0″ border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Alto de Kock<\/strong>
CFP\u00ae<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”25px||14px|||” global_colors_info=”{}”][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/02\/Hugo-snr-209×300.jpeg” title_text=”Hugo snr” align=”center” _builder_version=”4.16″ _module_preset=”default” height=”200px” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Hugo Lambrechts<\/strong>
M Comm<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/02\/Pieter-Vermeulen-cropped-209×300.jpg” title_text=”Pieter Vermeulen cropped” align=”center” _builder_version=”4.16″ _module_preset=”default” height=”200px” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Pieter Vermeulen<\/strong>
CFP\u00ae<\/p>\n

[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||true|false” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”19px||9px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider color=”#A88E55″ divider_style=”dotted” divider_weight=”1px” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ specialty=”on” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||0px||true|false” custom_padding=”0px||0px||true|false” top_divider_color=”#555555″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/04\/graviton-300×103.png” title_text=”graviton” url=”https:\/\/www.gravitonpartners.co.za\/Pages\/default.aspx” url_new_window=”on” align=”center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_5_font=”|800|||||||” header_5_font_size=”18px” header_6_font=”|700|||||||” header_6_text_color=”#A88E55″ header_6_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

+27 (0) 21 883 9192<\/h6>\n
arissik@gravitonwm.com<\/h6>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/graviton.profileme.app\/anthony.rissik” url_new_window=”on” button_text=”More information” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” button_bg_color=”#0D4C77″ global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ specialty_columns=”2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_row_inner _builder_version=”4.16″ _module_preset=”default” custom_padding=”||10px|||” global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text disabled_on=”off|off|off” _builder_version=”4.16″ _module_preset=”default” header_3_font=”|600|||||||” custom_padding=”13px|||||” global_colors_info=”{}”]<\/p>\n

Your Advisor:<\/h3>\n

[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2023\/04\/Rissik.jpg” title_text=”Rissik” align=”center” disabled_on=”off|off|off” _builder_version=”4.16″ _module_preset=”default” height=”200px” custom_margin=”||10px|||” border_radii=”on|30px|30px|30px|30px” global_colors_info=”{}”][\/et_pb_image][et_pb_text disabled_on=”off|off|off” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Anthony Rissik<\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#555555″ custom_padding=”36px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”||||||||” text_text_color=”#FFFFFF” text_font_size=”20px” text_orientation=”center” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

SURF will pay for two consultations with one of the preferred service providers.<\/p>\n

The first consultation may be scheduled any time from age 53, and the second one within 12 months of your retirement.<\/p>\n

Using this service is easy \u2013 simply follow these steps:<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” make_equal=”on” _builder_version=”4.16″ _module_preset=”default” background_color=”RGBA(0,0,0,0)” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” background_color=”#686868″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|30px|30px|30px|30px” box_shadow_style=”preset2″ global_colors_info=”{}”][et_pb_blurb title=”Step 1″ image=”https:\/\/surf.sun.ac.za\/files\/2021\/11\/002-businessman-150×150.png” _builder_version=”4.16″ _module_preset=”default” header_font=”|700||on|||||” header_text_color=”#A88E55″ header_font_size=”20px” body_text_align=”center” body_text_color=”#EEEEEE” body_font_size=”16px” background_enable_color=”off” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Select a service provider.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” background_color=”#686868″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|30px|30px|30px|30px” box_shadow_style=”preset2″ global_colors_info=”{}”][et_pb_blurb title=”Step 2″ image=”https:\/\/surf.sun.ac.za\/files\/2021\/11\/gift-voucher-150×150.png” _builder_version=”4.16″ _module_preset=”default” header_font=”|700||on|||||” header_text_color=”#A88E55″ header_font_size=”20px” body_text_align=”center” body_text_color=”#EEEEEE” body_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Obtain a consultation voucher from the HR Client Service Centre<\/p>\n

+27 (0) 21 808 2753
sun-e-hr@sun.ac.za<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” background_color=”#686868″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|30px|30px|30px|30px” box_shadow_style=”preset2″ global_colors_info=”{}”][et_pb_blurb title=”Step 3″ image=”https:\/\/surf.sun.ac.za\/files\/2021\/11\/schedule-150×150.png” _builder_version=”4.16″ _module_preset=”default” header_font=”|700||on|||||” header_text_color=”#A88E55″ header_font_size=”20px” body_text_align=”center” body_text_color=”#EEEEEE” body_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Make an appointment with your chosen service provider and present the voucher as proof that you are entitled to use the service.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_4,3_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/surf.sun.ac.za\/files\/2021\/11\/profile-150×150.png” title_text=”profile” align=”center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”3_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”||||||||” text_text_color=”#0D4C77″ text_font_size=”20px” background_layout=”dark” module_alignment=”left” custom_margin=”10px||||false|false” global_colors_info=”{}”]We encourage you to register on Sanlam\u2019s Retirement Fund Web<\/a><\/span> 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.<\/p>\n

You will also be able to see all your Sanlam insurance and savings products via one portal.[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” _builder_version=”4.9.10″ _module_preset=”default” background_color=”#0D4C77″ custom_padding=”36px|||||” disabled=”on” global_module=”723″ saved_tabs=”all” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”|900|||||||” header_2_text_color=”#FFFFFF” header_2_font_size=”40px” header_2_line_height=”1.2em” module_alignment=”center” header_2_font_size_tablet=”42px” header_2_font_size_phone=”30px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/a><\/p>\n

How do I access the Retirement Fund Web?<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_5,1_5,1_5,1_5,1_5″ use_custom_gutter=”on” make_equal=”on” _builder_version=”4.16″ _module_preset=”default” background_color=”RGBA(0,0,0,0)” global_colors_info=”{}”][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Step 1″ image=”https:\/\/surf.sun.ac.za\/files\/2021\/10\/008-keyword-150×150.png” _builder_version=”4.16″ _module_preset=”default” header_font=”|700||on|||||” header_text_color=”#A88E55″ header_font_size=”20px” body_text_align=”center” body_text_color=”#EEEEEE” body_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Visit www.sanlam.co.za<\/a><\/strong>
Click on Login<\/em> (top right) and select Secure Services.<\/em><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Step 2″ image=”https:\/\/surf.sun.ac.za\/files\/2021\/11\/filling-form-1-150×150.png” _builder_version=”4.16″ _module_preset=”default” header_font=”|700||on|||||” header_text_color=”#A88E55″ header_font_size=”20px” body_text_align=”center” body_text_color=”#EEEEEE” body_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Select Register<\/em> and use your fund membership number (which is reflected on your benefit statement) or your identity number.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Step 3″ image=”https:\/\/surf.sun.ac.za\/files\/2021\/11\/notification-150×150.png” _builder_version=”4.16″ _module_preset=”default” header_font=”|700||on|||||” header_text_color=”#A88E55″ header_font_size=”20px” body_text_align=”center” body_text_color=”#EEEEEE” body_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Confirm your mobile number and email address.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Step 4″ image=”https:\/\/surf.sun.ac.za\/files\/2021\/11\/login-150×150.png” _builder_version=”4.16″ _module_preset=”default” header_font=”|700||on|||||” header_text_color=”#A88E55″ header_font_size=”20px” body_text_align=”center” body_text_color=”#EEEEEE” body_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Select a user code \/ username.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Step 5″ image=”https:\/\/surf.sun.ac.za\/files\/2021\/11\/mobile-security-1-150×150.png” _builder_version=”4.16″ _module_preset=”default” header_font=”|700||on|||||” header_text_color=”#A88E55″ header_font_size=”20px” body_text_align=”center” body_text_color=”#EEEEEE” body_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

A temporary password will be sent to your mobile.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”IMPORTANT” image=”https:\/\/surf.sun.ac.za\/files\/2021\/11\/reset-password-1-150×150.png” _builder_version=”4.16″ _module_preset=”default” header_font=”|700||on|||||” header_text_color=”#f74e45″ header_font_size=”20px” body_text_align=”center” body_text_color=”#EEEEEE” body_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Use this temporary password to gain access.
Change the temporary password<\/strong>, as it may only be used once.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”TIP!” image=”https:\/\/surf.sun.ac.za\/files\/2021\/11\/bookmark-1-150×150.png” _builder_version=”4.16″ _module_preset=”default” header_font=”|700||on|||||” header_text_color=”#f74e45″ header_font_size=”20px” body_text_align=”center” body_text_color=”#EEEEEE” body_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Save the website as a favourite in your browser for easy access.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”|900|||||||” header_2_text_color=”#0D4C77″ header_2_font_size=”40px” header_2_line_height=”1.2em” module_alignment=”center” header_2_font_size_tablet=”42px” header_2_font_size_phone=”30px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

How do I access the App?<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Step 1″ image=”https:\/\/surf.sun.ac.za\/files\/2021\/11\/stores-300×140.png” _builder_version=”4.16″ _module_preset=”default” header_font=”|700||on|||||” header_text_color=”#A88E55″ header_font_size=”20px” body_text_align=”center” body_text_color=”#0D4C77″ body_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Download the Sanlam My Retirement app from the Google Play Store or Apple App Store.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Step 2″ image=”https:\/\/surf.sun.ac.za\/files\/2021\/11\/password-150×150.png” _builder_version=”4.16″ _module_preset=”default” header_font=”|700||on|||||” header_text_color=”#A88E55″ header_font_size=”20px” body_text_align=”center” body_text_color=”#0D4C77″ body_font_size=”16px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

Use your Sanlam Secure Services user code and password to access your SURF information.<\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>","protected":false},"excerpt":{"rendered":"

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