Ready for anything

Succession Planning Solutions

Plan today for the life you want tomorrow.

"Your time is limited, so don't waste it living someone else's life." Steve Jobs

Expert Financial Advice

Succession Planning Solutions is a trusted Namibian financial advisory firm helping individuals, families, and businesses plan for a secure financial future.

We believe that every risk is worth taking as long as it's for a good cause and contributes to a good life. Our team provides personalised financial planning, insurance solutions, and investment guidance tailored to your unique circumstances.

With deep expertise across short-term insurance, life cover, investments, medical aid, and business assurance, we are your partners in building lasting financial wellbeing.

7+

Years of Service

100s

Clients Served

2

Dedicated Professionals
NAMFISA REG NO: LB/233

Your Finances

Helping you choose the right products to create a portfolio that will fit the life you want to plan.

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Insurance Planning and Risk Management

Long Term Insurance, Life Cover, Disability Cover, Critical Illness Cover and Funeral Cover.

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Investment Planning

Unit Trusts, Committed Investment Savings and Study Policies structured around your goals.

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Retirement Planning

Retirement Annuities, Living Annuities and Life Annuities for long-term income confidence.

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Wills and Testaments

Practical estate planning support to help protect your wishes and your family.

See your financial picture clearly

A clear, visual starting point for confident decisions about your money, protection, goals and possibilities.

A clear financial view to build financial confidence
  • A clear financial view to build your financial confidence.
  • Clients can scan the QR code or click the link and follow a few steps.
  • Succession is then notified by email to contact the client.
Asset Map QR code
"Every risk is worth taking as long as it's for a good cause, and contributes to a good life." Richard Branson

Meet the Team

Dedicated professionals committed to your financial wellbeing.

Marius Malherbe

Marius Malherbe

Certified Financial Planner®

Marius helps clients make confident decisions about insurance, investments, retirement planning, wills and long-term financial wellbeing.

Monique de Villiers

Monique de Villiers

Personal Assistant

Monique assists with client service, administration and follow-up so that each client receives professional, attentive support.

Expert Advice

Updated regularly to keep you informed about your finances and wellbeing.

What to expect from your financial advisor

What to Expect from Your Financial Advisor

Money can be a scary thing. A good advisor helps you gain peace of mind and control over your financial plan, choosing the best options and sticking to your goals.

What to look for in a financial advisor

What Should You Look for in a Financial Advisor?

Start with referrals, identify the right type of advisor, understand their investment approach, and know their affiliations. You're the captain of your finances.

Are you saving enough

Are You Saving Enough for the Future?

Create a plan, choose the right investment options for your timeline, and protect your earning capacity with the right insurance cover.

Trusted by Namibians

Marisol is attentive and possesses an incredibly high working knowledge. She is consolidating my debt, managing my personal budget, taking care of my savings, medical aid, life cover. Every aspect of my personal financial planning she manages and does an incredible job at it.

Tashia Kalondo

After reviewing our portfolio, Marisol Basson managed to lower our premiums and that made it possible for us to take out another investment policy. Quick and easy! Thank you for your professional and super friendly service.

Ilza Engelbrecht

Marisol is not only great at her job but an outstanding human being.

Sylvia Faber

Top service! Professional and reliable!

Angela Strappazzon

Thank you for your super service!

Bernadette Schouw
Professional Provident Society / PPS Insurance Momentum Namibia Sanlam Namibia Old Mutual
"Most people don't plan to fail, they fail to plan." John L. Beckley

Let's Plan Your Future

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Location

Windhoek, Namibia

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Hours

Monday - Friday: 8:00 - 17:00