Investments
Saving for the short term, investing for the long term – every rand with a clear job, from emergencies to school fees to retirement.
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Financial strategist · Secunda
Your family. Your future. One plan.
Most families have a policy here, an investment there and a will somewhere in a drawer. I bring it all together into one clear plan – explained in plain language, over a good cup of coffee.
InvestmentsLife coverShort-term insuranceWills
Financial planning beyond the policy
Four pillars. One plan.
When these four work together, your family is protected – whatever life throws at you.
Life cover
Life, disability, severe illness and income protection, based on what your family needs today, not years ago.
Learn more →Short-term insurance
Your home, car and valuables insured for the right amounts, with no gaps and no nasty surprises at claim time.
Learn more →Wills & estates
An up-to-date will, a named guardian, current beneficiaries and enough cash in your estate for the people you love.
Learn more →How it works
What happens over coffee
No lecture, no pressure. Just a clear picture of where you stand.
We talk
About your family, your work and what you want for the future.
You bring what you have
Policies, investments, your will, car and home insurance. A shoebox is welcome.
I find the gaps
Where you're under-covered, where you're paying twice, and what's missing.
You get one plan
Clear, in plain language. You decide what happens next.
Meet Andre
Husband, dad, entrepreneur – and your financial strategist.
“I know what it means to want the people you love protected. That's personal for me, not just professional.”
At 2.01 metres I don't exactly blend into a crowd – but I believe standing tall is about standing by your word.
One money question, one coffee, under a minute. A new episode every Monday on Facebook and Instagram.
- 01Why I believe in holistic financial planningThe Americano
- 02Are you financially prepared for an emergency?Emergency Espresso
- 03What does life cover actually protect?Life-cover Latte
Free tools
How protected is your family?
Three quick, free tools. No sign-up, no sales call – just answers.
Free download
The Family Financial Checklist
25 questions to see how protected your family really is. Ten minutes, one coffee, and you'll know exactly where your gaps are.
