Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in South Africa

Name: Insurance planning advisors based in South Africa
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 565 companies tracked

RevenueBase identified 565 company matches for insurance planning advisors associated with South Africa as of September 2026 and tracks 7,514 professional contacts across them, including 2,384 with verified work emails. Johannesburg is the largest hub.

This list covers company matches for insurance planning advisors associated with South Africa, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 17, 2026 How this list was built

565Companies

7,514Contacts tracked

2,384Verified emails

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The 25 largest insurance planning advisors based in South Africa

Ranked by team size

Top 25 of 565 company matches for insurance planning advisors based in South Africa, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Indwe Risk Services	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	501-1,000	581 contacts →
	Exact match “At Indwe Risk Services, we offer comprehensive personal and business cover through reputable insurers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Attooh	Exact match	Faerie Glen, South AfricaHQ recorded Sep 17, 2026	501-1,000	403 contacts →
	Exact match “At attooh!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Platinum Life	Exact match	Sandton, South AfricaHQ recorded Sep 17, 2026	501-1,000	401 contacts →
	Exact match “Established in 2002, we specialise in offering top-class insurance services through professional and expert outbound telephone marketing.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Hereford Group	Exact match	Cape Town, South AfricaHQ recorded Sep 17, 2026	201-500	401 contacts →
	Exact match “Welcome to Hereford Group!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	NMG Benefits	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	201-500	386 contacts →
	Exact match “NMG Benefits is a financial advisory firm that provides unbiased advice, fosters industry competition, and simplifies complex financial matters.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	PSG Insure	Exact match	Pretoria, South AfricaHQ recorded Sep 17, 2026	1,001-5,000	313 contacts →
	Exact match “We offer short-term insurance advice and cover to protect you from unforeseen events.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Consult	Exact match	Centurion, South AfricaHQ recorded Sep 17, 2026	201-500	309 contacts →
	Exact match “Let's journey together.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	1.618 Advisory Services	Exact match	Johanessburg, South AfricaHQ recorded Sep 17, 2026	n/a	199 contacts →
	Exact match “Strategy + 1.618 = Perfect Wealth The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Momentum Financial Planning	Exact match	Centurion, South AfricaHQ recorded Sep 17, 2026	1,001-5,000	130 contacts →
	Exact match “VISION: We are committed to fulfilling your lifelong needs by helping you to plan and achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Futurum Financial Group PTY LTD	Exact match	Potchefstroom, South AfricaHQ recorded Sep 17, 2026	201-500	115 contacts →
	Exact match “You CREATE the memories, we INSURE the journey.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	GCI	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	51-200	106 contacts →
	Exact match “GCI Wealth is a boutique financial planning and investment group dedicated to ensuring that your future, secured whilst at the same time addressing the potential lifestyle…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Optimum Financial Services Group	Exact match	Pretoria, South AfricaHQ recorded Sep 17, 2026	201-500	101 contacts →
	Exact match “As an independent Financial Services Provider, we constantly strive to provide our clients with sound financial advice and solutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	TTT Financial Group	Exact match	Durban, South AfricaHQ recorded Sep 17, 2026	51-200	89 contacts →
	Exact match “Secure Your Financial Future with Expert Tax Services, Accounting, Investment & Insurance Solutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Commrisk Insurance Brokers	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	51-200	80 contacts →
	Exact match “Commrisk Insurance Brokers is a dynamic financial services group, dedicated to providing broking, advisory and related services in risk management and insurance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Origin Financial Group Of Companies	Exact match	Cape Town, South AfricaHQ recorded Sep 17, 2026	51-200	47 contacts →
	Exact match “Origin’s slogan proclaims that we are COMMITTED TO YOU.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	GTC	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	51-200	45 contacts →
	Exact match “Altertude - integrates employee benefits with personal financial planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	SDC Wealth Management	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	11-50	45 contacts →
	Exact match “SDC Wealth Management is an authorised Financial Services Provider (FSP) dedicated to delivering highly competitive and personalised financial products for individuals and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	STEPP	Exact match	Bloemfontein, South AfricaHQ recorded Sep 17, 2026	51-200	44 contacts →
	Exact match “Stepp is an Authorised Financial Services Provider.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Berghshire Wealth	Exact match	Durban, South AfricaHQ recorded Sep 17, 2026	51-200	37 contacts →
	Exact match “Berghshire Wealth BlueStar has a committed team of financial planners dedicated to finding solutions to suit every client's specific financial needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Wealth Associates	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	51-200	35 contacts →
	Exact match “Wealth Redefined.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Benchmark Capital Group	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	51-200	35 contacts →
	Exact match “We are a financial service and advisory professionals specializing in tailor made solutions and services customized to each individual client's financial life experiences and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Masthead Financial Planning	Exact match	Cape Town, South AfricaHQ recorded Sep 17, 2026	11-50	29 contacts →
	Exact match “Masthead Financial Planning provides financial advisors with an attractive alternative to their current position.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Innovative Financial Advisor Services	Exact match	Cape Town, South AfricaHQ recorded Sep 17, 2026	11-50	28 contacts →
	Exact match “We are a modern, well capitalised and professionally staffed Insurance Advisory.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Future Green DOT	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	1-10	28 contacts →
	Exact match “As it is our firm belief that financial planning is a responsibility as opposed to a choice, we have built a business filled with highly skilled financial planners, whose sole…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	U Covered	Exact match	Johannesburg, South AfricaHQ recorded Sep 17, 2026	11-50	27 contacts →
	Exact match “U Covered provides expert financial advice for individuals and businesses across the Discovery portfolio.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “insurance planning advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 565 insurance planning advisors based in South Africa

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Insurance planning advisors based in South Africa at a glance

As of Sep 17, 2026

31.7%Verified-email coverage

13.3Average contacts per company

1-10Median size (employees)

19.5%Largest-city concentration · Johannesburg

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

303

11-50

197

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured worldwide rather than for South Africa, so it is reported there. Company counts and contact totals on this page are exact for South Africa, over 565 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with South Africa whose business descriptions match “insurance planning advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 2,384 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 17, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Insurance planning advisors by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “insurance planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance planning advisors are there based in South Africa?

RevenueBase identified 565 company matches for insurance planning advisors associated with South Africa as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Indwe Risk Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance planning advisors?

Johannesburg leads with 110 company records, followed by Cape Town (60) and Pretoria (35).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,384 professional contacts with verified work emails tracked across these 565 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 17, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.