100000's
Saved
100 %
Black Owned
1997
Year Founded
100 's
Awards

About Our Firm

SRM Financial Brokers (Pty) is a 100% black owned financial services provider, that was founded by Samuel Matjeke in 1997.

SRM's focus has always been to provide tailored, custom built and personalised financial advice to clients, which would enable them to secure their financial future.

Not only has the business grown and expanded its reach over the past 20 years, it has also been the recipient of numerous prestigious awards and has often been featured amongst the top ten independent financial advising firms in South Africa.

Our Services

These are our core offerings, which we believe will help you reach your financial goals.

Investment & Wealth Creation

We follow a more conservative strategy, with a keen focus on capital preservation and moderate growth.

Employee Benefits

Worker benefits designed to minimize risk for your workers, and enchance your returns over the long term.

Business Assurance

Running a business isn't easy but we provide services that bring certainty, financial liquidity and reduced risk for your business.

Financial Wellness and Literacy

Our aim is not only to provide tailormade packages for our clients, but also educate them on financial wholeness.

Risk Planning

Risk is an integral part of life, but we provide services that will ensure you take wise, educated risks.

Retirement Planning

Whether you've just joined the market, or are about to enter into retirement, we've got services to maximise your long term gains.

Our Team

With a combined experience of more that 40 years in the industry, our team is more than capable to serve your needs.

member
Samuel Matjeke
Managing Director
member
Jacqui Loate
Financial Advisor
member
Lebohang Matjeke
Financial Advisor
member
Ayesha Fakier
Head of Operations
member
Charlotte Kgomoyadira
Financial Advisor
member
Sibusiso Bonongo
Administrator
Background

Why Hire Us ?

These are some of the reasons that we are regarded as among the best financial firms in the country .

Exclusive Access

Our experts will sit one-on-one with you, to ensure you are given the utmost care and attention.

100% Independent

Being independent allows us to give you the best advice by accurately examining the market and choosing the best solutions for you.

Safety

We ensure that your information remains confidential, and your funds are secure. No compromise

100% Black Owned

Opting into our services will enable you to be a tool for change and transformation in South Africa.