No fee initial review
30-minute consultation
- Life and funeral needs snapshot
- Existing-cover review
- Priority action list
Financial needs analysis made simple
Get a personalised assessment of your financial needs and discover solutions designed around your goals, circumstances and long term financial wellbeing.
Planning packages
Know the gap before choosing the product.
Choose the depth of analysis you need; product premiums and investment contributions are quoted separately.
From R750 once-off
Personal recommendation
- Income, debt, education, and retirement gaps
- Affordability assessment
- Written solution roadmap
Tailored fee scope based
For owners and employers
- Key-person and succession risks
- Employee-benefit review
- Business continuity roadmap
What you receive: A needs analysis identifies potential shortfalls and suitable product categories. It is not itself an insurance policy or investment and therefore does not pay an insured benefit.
Want a clearer view of your needs?
Let us guide you through a practical assessment and help you make the right next move.
Book an assessment