Meet Stephan

I'd rather you understand your cover than just sign for it.

I'm Stephan Maritz, an RE5-qualified financial adviser in Cape Town. I specialise in life cover and investments, and I help with the rest of your cover too.

Stephan Maritz, financial adviser in Cape Town
4 yearsin financial services
2 yearsadvising clients directly
50+clients helped so far
RE5qualified adviser

From a small town to the numbers and the graphs

I grew up in a small town, where hard work and doing the right thing, even when no one's watching, weren't optional. That's stuck with me.

I've been in financial services for four years, starting as a promoter, then moving into a coordinator role, before stepping into advising in 2024. Today I specialise in life cover and investments. I like the numbers, the graphs and the long-term thinking that goes into a proper plan.

My approach

Financial advice shouldn't feel complicated, intimidating or like you're talking to a call centre. Every recommendation starts with a proper needs analysis. I take the time to understand where you are first, then show you how the cover or investment actually works, so you know exactly what you're signing for and why. No jargon, no pressure, and nothing pushed that doesn't fit.

Why I do this

I genuinely like showing people what they're missing: explaining things properly, and making sure they get as much benefit from their cover and investments as they should. We all have our own way of giving back. This is mine.

"Everything happens for a reason, and a reason can be found in everything you do. Sometimes you just need to look at it from a different angle."

Who I help

Young professionals, families, people buying their first home, business owners and anyone who's never had their cover explained properly.

Why people work with me

  • Personalised advice
  • Plain-English explanations
  • Needs-based recommendations
  • One-on-one consultations
  • Ongoing reviews as life changes
  • Costs and commission disclosed upfront

15 minutes. No pressure. Just clarity.

Whether it's life cover, investments or you're just not sure what you have, let's talk it through.