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We can help you
Services We Offer

Medical Aid

Safeguarding your financial well-being, by prioritizing your health.

Short-term insurance

Prepare for the unexpected and live with peace of mind.

Life insurance

One of the foundational pillars of your family’s financial security.

Income Protection

Ensure your ability to meet financial obligations by safeguarding your income in the event of injury or illness.

Severe illness

Protect yourself against the financial strain of serious medical conditions with a payout that supports your recovery journey.

Capital Disability

Secure your financial stability with a lump sum benefit if a permanent disability impacts your earning potential.

Employee Benefits (Group Health & Group Risk)

Attract and retain top talent by offering comprehensive health and risk coverage tailored to your employees' needs.

Buy & Sell Agreements

Protect your business’s future by ensuring a smooth transition of ownership in the event of a partner’s death or disability.

Key Person Insurance

Safeguard your business's continuity by insuring against the loss of critical individuals who drive its success.

Retirement Savings Plans

Secure your future with tailored savings solutions designed to grow your wealth for a comfortable retirement.

Preserver Plans

Protect and grow your retirement savings when transitioning between jobs or funds, ensuring uninterrupted growth.

Retirement Income Plans

Enjoy a steady and reliable income stream during your retirement years, giving you financial peace of mind.

Flexible Plans | Endowment Plans

Achieve your financial goals with versatile plans that balance growth and access to your funds.

Guaranteed Return Plans

Benefit from financial stability with plans that offer predictable and assured returns on your investment.

Global Plans

Diversify your portfolio and take advantage of international opportunities with globally-focused investment solutions.

Formula-Based Retirement Planning

Detailed retirement (goal) planning with comprehensive calculations supporting the achievement of a financially secure future, tailored to your lifestyle and aspirations.

Bespoke Personal Structure

Minimize your efficient tax rates, reduce your personal liability and responsible succession (estate) planning.

Ideal for Entrepreneurs and independent contractors

Our personalized structures are designed to meet the unique needs of entrepreneurs and independent contractors. These solutions offer tax efficiency, safeguard assets, and ensure effective succession planning, helping you build a strong financial foundation for long-term success.

Bookkeeping, Accounting, Payroll & Tax requirements

Support functions needed to run compliant personal structures – ideal for entrepreneurs seeking efficiency and accuracy in managing their financial records.

Annual Financial Statement Preparation

Preparation of compliant Annual Financial Statements (AFS) to facilitate the revision of wealth goals and enable potential capital or debt raising for future growth.

Company Registrations, AnnualReturns, UBO’s, Name Changes, Director Changes (All CIPC related service)

We offer comprehensive CIPC-related services, including company registrations, filing annual returns, updating Ultimate Beneficial Owners (UBOs), facilitating name and director changes, and more. Our expertise ensures compliance and efficiency in managing your company's statutory requirements.

Tax Planning

Proactively optimize your tax liabilities with tailored strategies that align with your personal or business financial goals.

Monthly, Bi-Yearly & Yearly Returns

Accurate and timely submission of all required tax returns, ensuring compliance and minimizing the risk of penalties.

Transaction Accounts, Credit Cards & Banking Suits

We offer exceptional banking, combining personalised features, exclusive benefits, world-class service and enhanced rewards. Even better, it's available 24/7, anywhere in the world all on the Discovery Bank app!

Home Loans

Get a personalised interest rate, plus a further discount of up to 1% on your home loan.

Live in the now. We'll keep our eye on what's ahead.

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Results driven

What our clients say about us ?

Simplified Wealth Creation. Your  Journey Starts Here.

Imagine being lost in a city without google maps... Overwhelming, right? Just as google maps guide you to your desired location. Financial literacy shows you the path to your financial aspirations.

This course will help you recognise your current situation, set clear goals, and create a solid plan to navigate the risks and obtain freedom.

Navigate your journey with confidence.

Personal Finance Planning Tool
For Only
R 250.00
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Good is never good enough.

It’s what drives us to find clear, academic answers to your every question. And every follow-up question. Until all that’s left is clarity, comfort and a strategy built to your specific needs and values.

Book a Consultation
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