Life is a magnificent tapestry woven with precious moments spent in the company of loved ones. It's about cherishing the connections we cultivate, for in the end, it's not just about the time we have, but the relationships we nurture. Amidst the fleeting nature of time, relationships emerge as the pillars that enrich our existence. Just as choosing a trusted partner in life is crucial, so is selecting an insurance and investment broker who understands your unique aspirations and safeguards your financial future.

About

 

 

 

 

 

 

Stephan Matthee is a Senior Broker and Regional Manager, as well as an experienced independent investment and insurance broker with extensive industry knowledge.

Dedicated to helping individuals and families protect their assets and secure their financial future, he has partnered with a trusted brokerage team backed by decades of expertise.

Stephan has a deep understanding of the wide range of financial products and services available, enabling him to provide clients with expert advice and tailored financial solutions. He is recognised for his strong work ethic, professionalism, and commitment to delivering exceptional service, consistently going above and beyond to ensure his clients’ needs are met.

“I believe in conducting business ethically, upholding the highest professional standards, and complying with all FICA and FAIS regulations. By following my financial planning process, we ensure compliance with all of these principles.” – Stephan Matthee

QUALIFICATIONS

2023 - NQF5: Wealth Management
2020 - Accredited Independent Broker
2019 - RE 5
2017 - Accredited Financial Planner
2009 - NQF7: 4 Year Bachelor’s Degree (NWU)             

RECOGNITIONS

2025 - Sanlam Gauteng Region Top 25
2025 - Liberty Bronze Flame Award for Production 
2024 - Innovative Financial Advisor Services' Top Investment Writer
2024 - Innovative Financial Advisor Services' Newcomer of the Year
2023 - #1 Hampshire Broker for Sanlam Support
2022 - Liberty Double Bronze Flame Award for Production
2021 - Liberty Double Bronze Flame Award for Production
2018 - Liberty Rising Star Award 
2017 - Liberty Gold Coin Award for Changing Lives