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Life events

Planning for each stage of life

Each stage of life brings its own decisions about money. For each one, we set out what we look at and how we help.

  1. Starting your career

    Budget, cover and savings for your first years of work.

  2. Marriage and starting a family

    Cover, wills and guardians for the people who count on you.

  3. Buying a home

    Cover for your bond that also protects your family, and a plan for your deposit.

  4. Growing wealth and going offshore

    Investing in South Africa and offshore to build your family’s wealth, tax-efficiently.

  5. Leaving South Africa

    Get your money ready before you go, and keep a planner at home.

  6. Running a business

    Protect the business, your partners and your own retirement.

  7. Retirement

    Building your retirement savings, and turning them into an income.

  8. Legacy: wills, estates and inheritance

    Wills, trusts and estates to protect your family, and help when someone has died.

Where to start

If more than one of these applies to you, a planner will help you decide what to deal with first. The first call is free and takes 20 minutes.

WhatsApp us 033 342 2382