Patrecia Nolte Financial Adviser

26/02/2026

01/01/2026

Happy new year! May 2026 be a fruitful year!

14/10/2025

🚨 VACANCY: SHORT-TERM INSURANCE ADMINISTRATOR IN WITBANK - MIDDELBURG AREA
We are seeking a skilled and motivated Short-Term Insurance Administrator to join our dynamic team.
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Responsibilities:
• Process insurance claims efficiently and accurately
• Handle policy renewals and amendments
• Obtain and generate quotations
• Provide excellent customer service and client support
• Liaise with insurers and brokers to resolve queries
• Maintain accurate records and documentation
• Assist with administrative tasks as required
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Requirements:
Essential:
• Minimum of 2 years’ experience in short-term insurance administration
• Strong understanding of insurance policies, procedures, and regulations
• Excellent organizational and time management skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Strong communication and interpersonal skills
Advantageous:
• Experience working with Santam Insurance
• Familiarity with Websure (advantageous)
• Ability to work independently and as part of a team
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We are looking for a candidate who can hit the ground running and add immediate value to our team.
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Application Instructions:
Should you meet the above requirements, please send your detailed CV and qualifications to [email protected].
When applying, kindly include your salary expectation and current notice period in your application

24/09/2025

17/09/2025

16/09/2025

This week is National Wills Week,a powerful reminder of the role estate planning plays in protecting both families and businesses.

At SFP, our advisors are committed to ensuring that legacies are preserved and wishes are respected. A valid will is more than a legal step; it’s a foundation for peace of mind, continuity, and security.

Throughout the week, we’ll be highlighting the importance of wills in building a future that reflects your intentions.

16/09/2025

We had some fun in the office 😊

16/09/2025

Do you have a valid and signed will?
If not, contact us to assist.

09/08/2025

🌸 Women’s Day reminds us that financial freedom is a powerful tool for empowerment.

Here’s to the women who lead, inspire, and pave the way for a brighter future. 💼💪

10/07/2025

When life takes an unexpected turn, how you respond matters most.
At Succession Financial Planning, we help our clients navigate uncertainty by focusing on what lies ahead. Challenges often create space to rethink priorities, reset goals, and reshape your financial future.

Resilience isn’t just about recovery, it’s about renewal. With the right guidance, you can come out stronger, more focused, and more aligned with what truly matters.
Let’s explore how to move forward on purpose.

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