Cape Town financial adviser
Financial advice that makes sense.
Insurance, medical aid, life cover, investments and retirement, explained clearly, compared properly and built around what you actually need. No call-centre script.
- RE5-qualified advice
- Needs-based recommendations
- No call-centre script
What would actually happen if something went wrong?
The Financial Health Check takes about two minutes. You get a score out of 100 and see which areas of your cover, savings and protection most likely need attention.
Free, and it doesn't commit you to anything. Your score is general guidance, not advice.
Not sure which cover applies to you?
Answer seven quick questions about your home, car, family and work. You'll see the areas worth reviewing, in order of priority.
Find the right coverPrefer to run the numbers?
Life cover, income protection, retirement gap and investment growth calculators.
Open the calculatorsWhere are you right now?
What you need changes with your life. Start with the stage that sounds like you.
Starting my career
Medical cover, income protection and the habit of saving early.
Buying my first home
Building and contents cover, plus life cover that settles the bond.
Starting a family
Life cover, disability and a medical plan that fits a growing family.
Growing my business
Protect the business and protect yourself, because you are the business.
Planning for retirement
Check for a shortfall while there's still time to fix it.
Plain-English guides
The cover and products people most often get wrong, explained before you buy.
Short-term insurance
Car insuranceKnow what your cover actually protects›Home insuranceThe details most claims fail on›Portable possessionsCover for what you carry›Business insuranceProtect what you've built›Life and risk cover
Life coverSimple in theory, not in practice›Income protectionWhat pays your bills if you can't work›Disability coverThe definitions that decide your payout›Funeral coverBuilt to pay out fast›Medical aid
Medical aid vs hospital planKnow which one you actually have›Vitality explainedHow the points really work›Investments and retirement
Investments and retirementWhere your retirement plan actually stands›How it works
No pressure, no jargon, and nothing recommended before we understand your situation.
Tell me about yourself
Take the free health check or book a 15-minute call.
We look at your needs
I go through what you have, what you need and where the gaps are.
We talk it through
A one-on-one conversation about your situation and goals.
You get a recommendation
Based on a proper needs analysis, with costs and commission disclosed upfront.
We review it regularly
Your cover is checked as your life changes, so it keeps up.
Straight answers, from a real person.
Book a free 15-minute call. You'll know where you stand by the end of it, whether or not you take anything out.