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what to expect

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With expert guidance, you can work together to make smarter choices and achieve your goals.

What you can expect a financial adviser to ask you
  • Short, medium and long-term savings and investment needs

  • Income and expenditure

  • Appetite for risk and how it can impact your savings

  • Understanding of what your financial plan will cost you

  • Expectations about future communications

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We're here to help you with any financial advice, claims or policy-related questions or concerns that you have.

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(021) 947-9111 Monday to Thursday 08:00 to 16:00 Friday 09:00 to 16:00 0860 726 526 WhatsApp self-service

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