Lakshmi Brokers · Gqeberha

Gqeberha’s Independent Financial Planners — Since 1997

Medical aid, short-term insurance, retirement, investment, estate and will planning for families in Gqeberha (Port Elizabeth).

Sundra Naidoo, CERTIFIED FINANCIAL PLANNER®Founded 1997Medical, life, short-term & investments

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  • 1997Founded as Lakshmi Brokers Trust
  • 38+Sundra’s years in the industry, since 1987
  • 8Areas of cover

Insurers and providers we work with

Discovery Health, Fedhealth, Profmed, PPS, Santam, Mutual & Federal, Sanlam, Old Mutual, Liberty

The Lakshmi Brokers team, 2016
The Lakshmi Brokers team, photographed for our previous website.

Photo from our previous website — to confirm

About Lakshmi Brokers

Independent advice, close to home

Sundra Naidoo entered insurance in 1987, aged 23, at P Naidoo and Associates, and founded Lakshmi Brokers Trust in 1997. Sundra grew up in the black community of Port Elizabeth.

We bring medical aid, short-term cover, retirement, investment, estate and will planning together, so the whole picture of your family’s finances is looked at together.

  • CERTIFIED FINANCIAL PLANNER® (exam 2001)
  • Chaired the Independent Broker Council, Port Elizabeth sector, for 9 terms
  • Founding director of the Financial Intermediaries Association (2007)
Meet Sundra and the Team

What we do

Eight areas of cover, one conversation

From medical aid to your will, every part of your cover and planning in one place.

A doctor talking with a patient at a desk 01

Medical Aid

Medical aid and GAP cover chosen around your family and budget. Explore Medical Aid House keys being handed over 02

Short-Term Insurance

Cover for your home, car and belongings. Explore Short-Term Cover A walking boot and crutches beside a chair 03

Loss of Income

An income if illness or injury stops you working. Explore Loss of Income A family sitting together on their front steps 04

Death & Estate Planning

Making sure your family is provided for. Explore Death & Estate Planning An older couple sitting on a bench in golden light 05

Retirement Planning

Working out what you need to retire, and how to get there. Explore Retirement Planning A jar of coins with a seedling growing from it 06

Investment Planning

Unit trusts, ETFs and endowments matched to your goals. Explore Investments Three generations of a family hugging 07

Estate Planning

Arranging your estate so it passes on as you intend. Explore Estate Planning Hands signing a document 08

Will Planning

Simple wills, with a template on request. Explore Will Planning

How we work

Our Journey Together

Six steps, from the first conversation to a plan that is reviewed as your life changes.

  1. Step 1: Establish, define and agree the terms of our relationship.
  2. Step 2: Gather your personal and financial information and objectives.
  3. Step 3: Analyse your financial situation.
  4. Step 4: Advise you on appropriate solutions.
  5. Step 5: Implement the solutions.
  6. Step 6: Review and monitor your financial plan.

Try it yourself

What would that loan cost each month?

Change the amount, rate or term and the repayment updates as you type. There are also retirement and budget calculators.

Open All Three Calculators

Monthly repayment

R10 837

  • Capital R1 000 000
  • Interest R1 600 897
WhatsApp Sundra About This Result

Illustrative only — not financial advice.

Talk to Sundra

Let’s Talk About Your Plan

Medical aid, cover, retirement or a will: send a message on WhatsApp or call the office to start the conversation.

WhatsApp Us for a Free ReviewCall 041 373 3337

or email sundra@lakshmi.co.za

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