INDEPENDENT financial ADVISERS
"We never get emotional about money, but we are very emotional about our clients"
Sandy de Bruyn
We focus on excellence to deliver a safe and secure retirement.
We are here to offer a holistic approach to your financial planning, translating what may sometimes be daunting to help you see the benefits of careful planning. In today's uncertain times, it may be tempting to seek advice from various sources, which can lead to an inappropriate outcome for your needs.
That's where we come in. We are here to look after your future prosperity and to ensure that your long-term goals are met.
That's where we come in. We are here to look after your future prosperity and to ensure that your long-term goals are met.
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We are here to help you keep your long term financial goals in mind. |
WE ARE NOT RESTRICTED TO ANY SERVICE PROVIDER; THEREFORE, WE ARE COMMITTED TO ACHIEVING THE BEST OUTCOME FOR YOU.
As a long established Independent Planning practice our core principles include a comprehensive approach to making your financial planning goals tangible and attainable.
360 degree Excellence, innovation, Independence, community.
RETIREMENT PLANNING
RISK PLANNING
BUSINESS NEEDS ANALYSIS
ADVISE ON WILLS AND TRUSTS
ESTATE PLANNING
TAX PLANNING
wealth management
tESTIMONIALS
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Twenty years of entrusting my investments to Sandy Wingfield and Associates meant I could retire two years early on a comfortable income. Regular meetings with Sandy ensure I am always fully apprised of the performance of my investments.
-Phillida Ellis During 2005 I decided to retire the following year. Sandy Wingfield Turner was recommended by a fellow staff member to manage my portfolio.
Sandy made the time to come and visit me and explained, in detail the way forward when I retired in 2006. In 2006 I retired and 11 years later Sandy and her staff continue to provide a personal and efficient service to me and are always available for advice. -Yours truly Jenny Allorto You are an awesome team and we at Allan Gray are proud to be associated with your brokerage.
-Pat Cairns Business Development Manager Allan Gray |
We have been clients of Sandy Wingfield Turner for close on 10yrs. My husband and I have negotiated the highs and lows of pre and post retirement financial decisions under the very able guidance of Sandy and her wide team of very Professional financial advisors. Every aspect of our lives
that go to make a strong ,worry free future is dealt with foresight and understanding . We benefit from the personal attention and friendly service of her In house team ,who go the extra mile promptly and efficiently and with comforting personal care to detail . This coupled with their efforts to ensure we completely understand all the outside influences and the safe but profitable way forward for ourselves and our daughter. We always run any executive decisions on major financial items of our Business past Sandy and her team which gives us an unbiased direction on the way forward to maximise its potential. -Regards Jacqui & Neville Baker |
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