Actual financial advice, like it should be
100% unbiased advisors here to build your future, not sell you financial products
100% unbiased advisors here to build your future, not sell you financial products
SA’s first flat-fee, unbiased financial advice platform
Offering flexible subscriptions
Empowering you to take control of your finances
Matching you with our Certified Financial Planners™ (CFPs)
Whether just starting your personal finance journey or already further along the path, we have a plan for you.
Typically salary is only source of income
You currently have a limited amount of financial products, perhaps a retirement annuity, disability cover and unit trusts
No selling, no commission, just objective advice for a monthly subscription. The only way our advisors are remunerated is on a transparent, monthly subscription. They can advise on financial products, but there is no incentive to sell them
Monthly, quarterly or semi-annually to suit your needs
Typically salary is only source of income
You currently have a limited amount of financial products, perhaps a retirement annuity, disability cover and unit trusts
No selling, no commission, just objective advice for a monthly subscription. The only way our advisors are remunerated is on a transparent, monthly subscription. They can advise on financial products, but there is no incentive to sell them
Monthly, quarterly or semi-annually to suit your needs
You draw income from a salary but may have an additional source such as rental income or proceeds from property sales
You currently have a more varied set of financial products which could include retirement products, life and disability cover, stocks or exchange traded funds
No selling, no commission, just objective advice for a monthly subscription. The only way our advisors are remunerated is on a transparent, monthly subscription. They can advise on financial products, but there is no incentive to sell them
Monthly, quarterly or semi-annually to suit your needs
Typically multiple incomes sources such as salary, rental income, capital appreciation or business profit
You have a more complex set of financial products and investments that could include stocks, exchange traded funds, offshore investments or shares in a business
No selling, no commission, just objective advice for a monthly subscription. The only way our advisors are remunerated is on a transparent, monthly subscription. They can advise on financial products, but there is no incentive to sell them
Monthly, quarterly or semi-annually to suit your needs
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