We Are Professional Financial Navigators

You are the captain of your own financial journey. We offer our services to you as your navigator. We recommend the personalized approach for this journey, but we have AI solutions for you too.

Contact Us

Review Our Engagement Plans

How we engage will depend on what you require. Here you can view our default plans.

Engagement Plans

Start the Financial Planning Journey

To start the journey with us, get a preliminary financial plan to fast-track the process.

Start Your Journey
Use Our Retirement Calculator

Invest AI

Invest online at your own discretion and use our calculators. In partnership with Wealth Pro.

Discounted fees apply.

Invest Now

Insure AI

If you're reasonably healthy, try this online risk cover application in partnership with Sanlam Indie.

Discounted premiums apply.

Insure Now

Will AI

If your estate is not complicated, you can set up your own Will here. In partnership with Quick Will.

No drafting fees apply.

Draft Now

Gap AI

This is our recommended gap cover product. First class administration. In partnership with Zestlife.

Standard commission.

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