Financial Advice Portal


The average South African saves 20 cents out of a R100. We are by nature not a saving nation. With the current economic situation in South Africa, an increase in the retrenchment rate and the rise in prices of basic needs including education, we all need a financial plan to assist us to make wise financial decisions to make our rands stretch.

We all think that insurance policies are just a money making scheme and we never need it, until we don't have it and actually need it. When cutting down during a financial crisis the first 'expense' we get rid of is our insurance policies, and that is simply because we don't realise the true value of our policy.

Let us take a look at why it is so important for us to have cover in place from the policy's perspective:

You and I have purposes in this world when broken down are very similar. It's your job to provide food, clothing, shelter, schooling and medicine for your loved ones. Out of your earnings will come the cost of my upkeep but someday you and I will change places. When you are laid to rest, I will reveal myself and do your job by providing food shelter, clothing, schooling, medical care and more as your family will continue to need. When your work is done, mine will begin. Through me your hands will carry on. When you reach your golden retirement age, I will be brought to life and provide the necessary funds to ensure that you enjoy your retirement in comfort and do not have to rely on others for financial support. Whenever you feel the price you are paying for my upkeep is a burden, remember that one day I will fulfil my obligation to you. If you do your part, I guarantee to do mine.

- Your Policy 

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