Financial Advisor | Investments | Life Cover | Retirement Planning | Wealth Protection 🌿 About Sunet Smit | Executive Financial Advisor | Purpose-Driven Consultant | Creative Heart, Strategic Mind 🌿
I am a seasoned Financial Advisor with more than 23 years of hands-on experience in sales, client care and over 17 years in both long- and short-term insurance, investments, pension planning, and holi
stic financial wellness. I’ve had the privilege of working with industry giants including Discovery, Old Mutual, Sanlam, Momentum, Liberty, Brightrock, and more — each partnership deepening my ability to offer tailored, human-focused financial solutions that serve not just the numbers, but the lives behind them. Throughout my career, I’ve specialized in:
✨ Comprehensive financial needs analysis & strategic recommendations
✨ GEPF (government employee fund) guidance and retirement planning
✨ Group scheme management and presentations to institutions (e.g., SAPS & DCS)
✨ Client retention, cold calling, and relationship rebuilding
✨ Compliance with FAIS, F**A, and ethical practice standards
✨ Coaching of junior advisors and motivational leadership
I believe success isn’t just about policies or profit — it’s about people. My clients appreciate my ability to listen deeply, build trust, and offer clear, compassionate guidance that empowers them to make confident decisions about their future.
🎨 Beyond the numbers, I’m a passionate creative — a pyrography artist, poet, and spiritual seeker who finds inspiration in simplicity, symbolism, and nature. I bring these values into my work through authenticity, empathy, and a sincere desire to help others thrive.
💼 Whether you're looking for a reliable financial advisor, a team player with initiative, or someone who sees possibilities where others see problems — I’m here to add real value. Let’s connect — I’m always open to new opportunities, collaborations, and meaningful conversations.