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Insurance solutions we underwrite

We provide tailored insurance solutions, combining expert underwriting with personalised advice to ensure you receive the right protection for your individual needs.

ABOUT US


Insurance Advice Built Around You

At Elite Plan Financial Advisors, we believe insurance should be more than simply having a policy in place. It should give you confidence that your assets, business and lifestyle are properly protected when you need it most.

We provide personalised financial and insurance solutions designed around the individual needs of our clients. Our approach is simple: understand what matters to you, identify the risks, and recommend cover that provides the right protection.


Our Approach

Every client is different, which is why we don't believe in a one-size-fits-all approach.

We take the time to understand your personal circumstances, assets, business activities and insurance requirements before recommending a solution. Our goal is to make insurance easier to understand and ensure that you have appropriate cover without paying for unnecessary protection.

From your home and vehicles to your business and valuable possessions, we help you navigate your insurance needs with professional advice and ongoing support.

See What Our Clients Are Saying

Yolanda De Klerk

I have had an excellent experience with this insurance brokerage. Their team is knowledgeable, professional, and always willing to go the extra mile to provide outstanding service. They take the time to understand their clients' needs and offer tailored insurance solutions with clear, honest advice.

Their responsiveness, attention to detail, and commitment to excellence make the entire process seamless and stress-free. Whether it's arranging new cover, reviewing policies, or assisting with claims, they consistently deliver exceptional service.

I highly recommend this brokerage to anyone looking for a trustworthy, reliable, and client-focused insurance partner. Their dedication to excellence truly sets them apart.

Jessica Teixeira

I’ve been with Elite Plan for over a year now. Not only were they able to beat my original premium (car, home and all risk insurance), but they were also able to keep my excess at a manageable amount. Anything and everything, from claims to ensuring I make use of my benefits, they’re there to assist. Thank you to Bernice and Jennifer for your 5-star service!

Renette De Bruin

Excellent service from start to finish! Friendly, professional staff who went above and beyond to help. Great quality and a smooth experience. Highly recommended!

Dean Stainthorpe

I have been using Elite plan for about 3 years now and i must say im very happy with the service. never had to worry about any of my claims and they have handles all the admin.

Plus no one i have spoken to can beat my Premium & Value that i am getting with them.

Chris Groenewald

Í have had excellent service from Elite Plan Financial Advisers, especially from Jennifer Gouws who was always willing to assist me professionally.

Moekie Hattingh

Very friendly Fast and Excellent service.


MEET THE TEAM

BERNICE WILSENACH


SHORT TERM INSURANCE ADVISOR 


072 294 4833 

info@eliteplan.co.za

JENNIFER GOUWS


SHORT TERM INSURANCE ADVISOR 


060 601 5108

support@eliteplan.co.za

 

MOEKIE HATTINGH 


CLIENT LIAISON AND ADMIN ASSISTANT


064 539 6782

admin@eliteplan.co.za

Elite Plan Financial Advisors (Pty) Ltd 

FSP Number: 46074

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