FAQ
Frequently asked questions
Q: How long does the application process usually take?
Q: Do I have to meet with someone in person?
Not really but we do have consultant that can make time to meet and talk to you in person.
The life finance industry is evolving in South Africa and we are at the forefront of that evolution, revolutionizing how South Africans access and get finance advisory and living benefits. We can do the entire application process right over the phone and from the comfort of your home. We are also environmentally conscious and aim to have a 100% paper-less client experience.
Q: Do you provide unbiased consultations?
Absolutely. We always maintain our independence and are never tied to any one company. This means we will listen to your needs and find you the right plan at the price that fits your budget. We have the ability to access all major wealth management and investment solutions in South Africa. We will always provide you multiple options to choose from.
Q: Are your plans expensive?
As an independent asset management company, our aim is to find you the right plan that fits your protection needs and budget. We have plan at right size and type of budget.
We work with progressive and forward-thinking wealth management and investment carriers that use the latest technologies and innovative application systems that facilitate expedited service. In some cases, applications can be underwritten and approved within 5-7 working days, some in just 2 days.