make your next financial decision your best

partnering for your success


We offer our clients world-class service by partnering with leading financial advisers who portray our passion for financial planning and our values of integrity, trustworthiness, and resilience.

Unbiased advice is a non-negotiable in the relationship between you and an adviser, ensuring financial soundness in your financial planning journey. We meet your unique needs with tailormade solutions and financial advice through our access to products and solutions from the most reputable companies in South Africa.

We accommodate you by offering both online and face-to-face consultations.

Financial advice includes:

Risk Planning

You get certainty and clarity on your current and future financial wellbeing through good financial and risk planning. Life insurance is essential to your peace of mind. We are here to support you and your family through a collection of customisable benefits that cover the full range of life-changing events, including death, disability, loss of income and severe illness.

Medical and Gap cover

You will have a selection of different health plan options to choose from that best suit your health and financial needs, at any stage of your life. We also offer additional protection against unforeseen medical costs that can place strain on you and your family.

Savings and Retirement

We help ensure that you save enough to maintain your lifestyle in retirement. We offer a full range of investment plans to help you invest towards your retirement and achieve other investment goals.

Investment Planning

Choose from a suite of products that cater for all your financial goals whether they are for the creation or preservation of wealth, short- or long term. We have a solution to fit your every need.

Estate Planning

Have complete peace of mind for your family in the event of your passing away. We offer specialised estate planning to protect and safeguard your legacy.


We partner with various wellness programmes that reward you for healthy behaviour.

Personal car and home insurance

To protect your personal car and home assets, we offer benefits from comprehensive cover, innovative technology, world-class safety features, rewards and excellent service solutions.


Discovery’s shared-value banking approach gives you more for managing your money well – enhanced rewards, better interest rates and a smarter banking experience. Their range of accounts lets you unlock even more value from your other Discovery products.