Your Life.
Your Goals.
Our Guidance.
Clarity over complexity. Whether you're starting out or building something big, we help you plan, protect, and grow what matters.
Start My JourneyGrow Your Wealth
Flexible investment options to suit your goals, time horizon, and appetite for risk.
Grow your money, not your tax bill. Invest up to R36,000 a year (R500,000 lifetime) - all returns are 100% tax-free. Great for long-term goals and accessible at any time.
Tax-efficient retirement saving. Contributions are tax-deductible, and your investment grows tax-free until you retire.
Flexible, accessible investing. Build a portfolio that suits your risk appetite and goals - from local equity to global exposure.
Own a slice of the market. Build a direct equity portfolio tailored to your financial goals and risk appetite.
Take your portfolio global. Offshore investing gives you access to international markets, foreign currency exposure, and broader diversification - all while helping hedge against local volatility.
Designed for capital protection with upside potential. Structured investments blend fixed income and growth exposure, often offering returns linked to market performance - with a safety net.
Perfect for high earners - endowments offer tax efficiencies and estate planning benefits with a 5-year lock-in.
Alternative Investments
Diversify differently. Property, private equity, and crypto - smart moves beyond the mainstream.
Property as part of your plan. Explore property investments - from your primary home to income-generating assets.
For long-term, high-net-worth investors. Tap into opportunities with estate planning benefits and structured tax efficiency. Lock-in period: 5 years.
Digital assets, reimagined. Access vetted crypto investment opportunities as part of a broader, risk-managed portfolio. Great for diversification - with the right guardrails.
Protect
Your Future
Cover what matters. Protect your income, life, and health from the unexpected.
If illness or injury prevents you from working, this cover ensures your bills are still paid and your lifestyle stays intact.
A financial safety net for the scariest “what ifs.” Pays out lump sums for major illnesses so you can focus on recovery, not bills.
If life takes an unexpected turn and you’re no longer able to work due to a permanent disability, this cover steps in to lighten the load. It pays out a lump sum to help you adjust - whether that’s making changes to your home, covering medical expenses, or replacing lost income. Because while you can’t predict the future, you can plan for it.
Life happens. Life cover ensures the people you love stay financially secure if something happens to you.
Medical Cover
Get the right medical aid and support for life’s unexpected costs.
We’ll help you navigate the maze of medical aid - choosing the plan that fits your health, life stage, and budget.
Medical Aid doesn’t always cover 100% of your hospital bills. Gap cover ensures you’re not caught out when life gets costly.
Protect Your Legacy
Protect what lasts. Structure your legacy with clarity and impact.
Optimise how your assets are owned and taxed - now, and for the next generation. Smart structuring equals less estate duty, more impact.
Protect your legacy. Ensure your wishes are honoured and your assets go where they’re meant to - with minimal friction.
Life happens.
We make sure you're covered when it does.
A roof over your head should come with peace of mind. Whether it’s a burst geyser or a garden party gone wrong, this cover protects your home, what’s in it, and even the odd accident on your property.
From fender benders to runaway shopping trolleys, car insurance helps you keep your wheels (and your wallet) intact - whether it's theft, hail, or a driver who didn’t see the robot.
Because your valuables don’t just sit at home. Cover for the things you carry - phones, laptops, jewellery, cameras - and any other essentials you’d rather not replace out of pocket.