What We Do

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

Unbiased advice is a non-negotiable in the relationship between a client and an adviser, ensuring financial soundness in the client’s financial planning journey. We have access to products and solutions from the most reputable companies in South Africa to ensure each client’s unique needs are met with tailormade solutions and financial advice.

We offer both virtual and face-to-face consultations to accommodate each client.

risk planning

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 vital to your peace of mind. We are here to offer, and support, you and your family with 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

We can provide you with a selection of different health plans 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.

Employee Benefits

Attract, reward and retain your employees with the wide range of options we have available for your company and its employees.

Savings and Retirement

We are here to help you 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

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

Estate Planning

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

Employee Wellness

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

Personal and Commercial Short Term

We offer benefits from comprehensive cover, innovative technology, world-class safety features, rewards and excellent service solutions, all to protect your personal and commercial assets.


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.”