Mandated Representative of The Legacy Planning Institute (FSP 51872)
I compare products across South Africa’s leading insurers and investment houses to find what actually fits your family, your business and your budget.
Start with a complimentary, no-obligation review of what you already have, including premium and fee comparisons for your insurance, investments, medical aid, car and household cover.
1. Complimentary review. We look at the policies and investments you already have, and compare premiums and fees against the market.
2. A plan that fits. You get clear, written advice tailored to your goals, building on what already works rather than replacing it for the sake of it.
3. Reviewed as life changes. Marriage, children, a new business, retirement: we revisit your cover so it keeps up with you.
There is no fee to book a consultation or financial review. Stephan is remunerated by the product providers through commission when you decide to take up a recommended product. All commission and costs are fully disclosed to you upfront, as required by the FAIS Act.
In today’s fast-paced financial landscape, it’s easy to set and forget your insurance and investment policies. You choose a plan, sign the paperwork, and move on with your life. But here’s the truth: life changes—and when it does, your financial strategy should evolve with it.
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