Home / Services / Financial Wellness Training / Wealth Protection

A hand holding a miniature version of a black umbrella above a pile of coins.

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.

On-line webinars
From R395.00 per delegate

Invest In Yourself -Webinars

Start your Training Journey Now!
View Webinars now
What our clients have to say...
User clip art icon.

Very informative. We must do a refresher twice a year

Precious Ngubeni
User clip art icon.

Well presented, very informative

Simon Phalane / Primedia Outdoor
User clip art icon.

Very insightful course . Very impressive

Olivia Veryn
User clip art icon.

Course was an eye opener

Sonia
User clip art icon.

I absolutely loved the presentation

Ravi Naicker
User clip art icon.

Very happy. I needed this information right now

Brenda Zondo
User clip art icon.

Informative I will make better financial decisions in future

Alvina Anamalay / FNB Homeloans
User clip art icon.

Workshop was very helpful

Zanw
User clip art icon.

Learnt a lot about budgeting. I commit to not overspend

Joyce Diphoko
User clip art icon.

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

Henri

Contact us

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