Company Profile

First Step Life & Investment Planners (Pty) Ltd established in 2007, is the brain-child of Director, Johan de Clerk, who envisaged the business and growth potential of the company within the Insurance Industry. In an already crowded and competitive insurance market, it is imperative to be able to offer clients a choice of premium products and services.

Being independent advisors allows FSLIP to source products for their clients, which add distinctive value and has a proven track record. FSLIP is a well-established independent financial services provider, which has grown from strength to strength with an impressive customer base, not only servicing individual clients but also numerous corporate organizations.

Providing not only independent insurance product solutions but also risk solutions, FSLIP’s holistic approach to Life & Investment planning is the key factor that elevates them within this industry. Being Independent Financial Advisors allows us to offer clients a comparative choice with a wide range of products and services from a vast selection of insurers, which is truly unique especially in this agent only driven market. As an additional commitment, the First Care Loyalty Program was developed to reward all FSLIP clients. At FSLIP standards are set high to ensure that clients receive the best service, advice and personal attention they deserve.

What we are about!

To improve, expand and excel in our business. To become the preferred service provider and provider of a variety of benefit, risk and wealth solutions to individual, commercial and corporate clients within Southern African and other International Markets.

To continue being the preferred and independent financial services provider and purveyor of a variety of benefit, risk and wealth solutions to individual, commercial and corporate clients within Southern African and other International Markets.
To maximize and optimise the convenience, prestige, protection, sustainability and value of our services and solutions to our clients. To create sustainable and long term protection, security and peace of mind for our customers and their family or businesses.
To consistently deliver significantly more than what is expected from us by our clients.

What are the benefits

  • Independent Advice
  • Comprehensive Long-term Insurance Solutions
  • Credible track record
  • More than 3 decades of Experience
  • Partners with experienced and licensed Asset Managers