SRM Financial Brokers

About Us

SRM Financial Brokers is a proudly South African, 100% black-owned financial services provider with a legacy of excellence and trust.

Founded in 1997 by Samuel Matjeke, SRM Financial Brokers is an award-winning financial advisory services provider, dedicated in assisting individuals, families and businesses in securing their financial future. With over 34 years of expertise, SRM Financial Brokers manages an asset portfolio of over a billion rand. We specialise in providing tailored financial solutions that align with our clients’ needs and long-term goals.

Our team of highly qualified financial advisors bring deep industry knowledge, invest in professional development and are committed to excellence, providing personalised solutions and assisting clients in achieving sustainable success and peace of mind.

Our reputation of integrity, and results has earned us industry recognition and the trust of countless clients over the years. Let us help you build a secure and prosperous future—because your financial well-being is our priority.

Mission: Become and Remain Our Clients’ most reliable and trusted Financial Advisor. And ensure that we deliver financial advice that aligns with your goals.
Vision : To be Help our clients build multi-generational wealth through the provision of quality financial services and become a trusted brand in the financial industry
Core Values: confidentiality, accountability, efficiency, honesty, integrity, and discipline

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What We Do

We offer a wide range of Investment product and financial advice

Investment planning

Investment planning tailors strategies to clients' goals, risk tolerance, and timelines, using diversification, tax efficiency, and ongoing adjustments for financial success.

Retirement Planning

We provide expert guidance on pre and post-retirement planning to secure a comfortable and financially stable retirement

Short-Term Insurance

We provide short-term insurance solutions that offer protection against unexpected life events, helping clients manage risk effectively.

Risk Planning

We offer risk planning services that identify potential financial risks and provide strategies to mitigate them, ensuring financial resilience

Financial Wellness and Literacy

SRM Financial Brokers is dedicated in providing financial literacy and empowering people with knowledge and tools to make informed decisions that create generational wealth

Business Assurance

We support businesses with tailored assurance solutions, safeguarding their financial interests and promoting long-term stability.

Meet Our Team

A team of qualified and experienced professionals dedicated to guiding you toward your financial goals.

Samuel Matjeke

Managing Director and Financial Advisor

Mando Monare- Matjeke

Financial Advisor

Lebo Matjeke-Tleane

Financial Advisor

Phenias Mudzunga

Financial Advisor

Ayesha Fakier

Operations Manager

Ntsako Mbhombhi

Personal Assistant

Sibusiso Bonongo

Administrator

Why Choose Us

Empowering You to build generational wealth

At SRM Financial Brokers, we stand out as a trusted financial partner committed to empowering clients through customized, comprehensive financial solutions. Here’s why SRM is the right choice for your financial journey:

Expertise and Experience

With over 30 years in the financial industry, our team, led by founder Sam Matjeke, brings unmatched expertise to every client interaction.

Personalized Solutions

We believe that every financial journey is unique. Our services are tailored to meet your individual goals, whether for wealth creation, retirement planning, or risk management.

Award-Winning Service

Our commitment to quality has been recognized through multiple industry awards, a testament to our dedication to excellence and client satisfaction.

Client-Centered Values

Integrity, confidentiality, and accountability are at the core of our practice, ensuring that every client is treated with respect, transparency, and trustworthiness.

Choose SRM Financial Brokers for an experienced, client-focused, and reliable financial partner dedicated to securing your future.

What Our Clients Say

Hear from our satisfied clients who trust us with their financials goals.

Ridwaan Hansia

SRM, Client

"I have been interacting and dealing with SRM Financial Services over the past few months. During this period I have always been treated with friendliness, efficiency and above all a level of professionalism associated with best of breed companies and large corporations. I have never been disappointed with your advice and recommendations and trust that SRM Financial Services continues its current trajectory of Service Excellence and grow from strength to strength in the years ahead"

About Us

What We Do

Investment planning

Retirement Planning

Short-Term Insurance

Risk Planning

Financial Wellness and Literacy

Business Assurance

Meet Our Team

Samuel Matjeke

Mando Monare- Matjeke

Lebo Matjeke-Tleane

Phenias Mudzunga

Ayesha Fakier

Ntsako Mbhombhi

Sibusiso Bonongo

Empowering You to build generational wealth

Expertise and Experience

Personalized Solutions

Award-Winning Service

Client-Centered Values

What Our Clients Say

Ridwaan Hansia

Let us start Building your generational wealth

Send Us a Message

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