Established in 1994, Sadleir & Associates is your trusted independent financial advisory firm.

Our comprehensive list of advisory services include short-term and long-term insurance, medical aid solutions, employee benefit solutions and investments for both individuals and businesses. We are large enough to offer comprehensive services, yet small enough to care!

Our mission is to find the most suitable solutions to meet our clients’ specific requirements and objectives. We use leading service providers both locally, as well as offshore.

Sadleir & Associates is pleased to offer you, as an individual, along with your business, the following advantageous financial services:

Employee benefits

Employee Benefits

To enable employers to positively impact on their employee’s financial wellbeing.

Retirement funding

Retirement Funding

Solutions to assist employees and individuals accumulate retirement wealth.

Group risk benefits

Group Risk Benefits

A great employee benefit to help protect employees and their families in the event of long-term illness or death.

Funeral benefits

Funeral Benefits

In the unfortunate event of you or your loved ones passing on, our funeral plans will provide you with sufficient cover.

Asset consulting

Asset Consulting

Our experienced team will advise you on personal and individual asset solutions.

Medical aids

Medical Aids

Protect your health with our range of medical aid schemes that meet your requirements.

Short term insurance

Short Term Insurance

Cover your car, home and personal possessions at a price that meets your budget.

Individual life insurance

Individual Life Insurance

Ease the burden of your passing on your loved ones, enabling them to settle outstanding debts and financial costs.

Domestic investments

Domestic Insurance

Invest in stocks, property or shares locally, and watch your money work for you.

Offshore investments

Offshore Investments

Diversify your wealth and enjoy capital growthy by investing offshore.

For individuals:

Sadleir & Associates offers comprehensive short-term insurance solutions for individuals. For your peace of mind, we ensure that your home, vehicles, electronics and portable valuables are adequately covered.

Another beneficial solution for individuals is our life insurance cover, which ensures that you and your family are financially covered in the event of death, disability, severe illness or loss of income.

We offer access to a range of investment options to suit your portfolio. Whether you are looking for domestic or offshore investments, we have numerous lucrative investment solutions for you.

For businesses:

For commercial clients, we provide short-term insurance coverage for both fixed and mobile assets, as well as various classes of liability – including public liability, product liability, defective workmanship, drivers & officers and professional indemnity.

Sadleir & Associates has developed a portfolio of employee benefits that cover all of the major needs of companies and their employees. We provide medical aid, retirement funds – both pension and provident, as well as group risk cover solutions to assist in attracting and retaining quality staff.

Our trusted financial advisory services expand across the following countries:

  • South Africa
  • Zimbabwe
  • Zambia
  • Mozambique
  • Botswana