Wealth protection refers to the need to protect yourself, your family, and your assets against unfortunate and unpredictable events that would leave a gaping hole in your monthly finances.

Protecting your wealth should be a fundamental part of your financial plan. Most South Africans have no, or insufficient, protection in place, which puts their families at financial risk if something unexpected were to happen to them.

How to Protect Your Wealth

People with substantial financial understanding know that one’s assets need to be protected against damage or loss. Unfortunately, things arise outside of your control, for example, death, disability, severe illness, and unexpected medical expenses. Protecting your most significant asset, which is your ability to earn an income now and in the future, is critical.

Discover this and more with our wealth protection session, which will introduce you to:

• Why you need life, disability, and critical illness cover
• How much cover you will need
• How to protect your income
• Understanding the various medical aid options
• Understanding gap cover
• The different types of insurance for cars

Start protecting your wealth today – don’t hesitate to reach out to our experienced financial coaches.

What our clients have to say...

Very informative. We must do a refresher twice a year

Precious Ngubeni

Well presented, very informative

Simon Phalane / Primedia Outdoor

Very insightful course . Very impressive

Olivia Veryn

Course was an eye opener

Sonia

I absolutely loved the presentation

Ravi Naicker

Very happy. I needed this information right now

Brenda Zondo

Informative I will make better financial decisions in future

Alvina Anamalay / FNB Homeloans

Workshop was very helpful

Zanw

Learnt a lot about budgeting. I commit to not overspend

Joyce Diphoko

Interesting and enlightening course. Felt like it was tailor-made for me

Henri

Tell us a little bit about yourself, and we’ll schedule a meeting or call you.