About Us

Our Story

Founded in 1999, SD Group is an award-winning organization providing tailored financial, insurance, and wealth advice. Merging three boutique firms in 2015—SD
Loans & Leasing, SD Insurance Brokers, and SD Life Insurance & Wealth Advice—we are united by a passion for client-focused, clear, and practical guidance.
We work with individuals and businesses, offering professional advice that’s relevant and personalized to help you achieve your financial goals.
Our mission is to support you on your journey to financial freedom, ensuring you stay focused on your dreams.

Our Commitment to Service

SD Group is committed to providing the highest level of service to achieve client satisfaction by offering reliable and cost-effective solutions for financial advice. The SD Group acknowledge that achieving this objective is a continual process of reviewing our day-to-day performance which in turn improves the service we provide. We operate with a shared set of values that contribute to the success of our companies and our commitment to our clients.

How Do We Do This?

By focusing not just on what you want, but how you want it, and the most efficient way
to achieve it. Working in close partnership with clients, our relationships are built on
delivering a market leading experience and providing superior customer service.