I’m a Senior Broker and Regional Manager, and a Mandated Representative of The Legacy Planning Institute (LPi). I help individuals, families and business owners protect what they’ve built and plan properly for what’s ahead.

I work alongside a trusted brokerage team with decades of combined experience. You get one person who knows you, backed by specialists at HFM Brokers for medical aid and short-term insurance, through a referral agreement.

Why independent matters

Not tied to one insurer. I’m accredited with many providers, so I can compare like with like.

Building on what you have. If an existing policy is still the better deal, I’ll tell you. Good advice sometimes means changing nothing.

Clear about how I’m paid. My advice is documented in a written Record of Advice, and any fees or commission are disclosed to you upfront, as the FAIS Act requires.

“I believe in conducting business ethically, upholding the highest professional standards, and complying with all FICA and FAIS regulations.” – Stephan Matthee