SA Plan partners with Portfolio Managers and Trustees to structure defensible 10-Year Maintenance Plans and Insurance Replacement Valuations across South Africa. Our work reduces: • Reserve fund volatility • Special levy shocks • Audit exposure • Trustee conflict • Portfolio risk concentration We do not produce template documents. We assess each scheme physically, cost-model the lifecycle, apply inflation logic, and align funding structures with the Sectional Titles Schemes Management Act. For Portfolio Managers, this means: • Fewer crisis calls • Defensible reserve projections • Structured trustee conversations • Predictable funding frameworks Underfunded schemes create noise. Structured schemes create stability.
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Dieter Zimmermann is the Company Owner of SA Plan.
1 people are employed at SA Plan.
SA Plan is based in Kempton Park, Gauteng.
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Dieter Zimmermann
Company Owner at SA Plan
Johannesburg, GP, ZA
