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Ready to take control of your financial future? Our expert advisers are here to guide you.

Share a few details and we’ll connect you with a financial specialist near you who can help you reach your financial goal, whether it’s retiring comfortably, securing your family’s future, or both. Let’s get started!

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Importance of financial planning

Studies show that people who get financial advice generally invest more throughout their lifetimes. They also have better financial outcomes than those who don’t consult an adviser. Local research also shows that financial advisers in South Africa are especially underused for tax and estate planning advice. Could you be missing out?

What vision do you have for your future?

Do you imagine that one day you’ll be more financially secure than you are today? The way to make that vision a reality is to have and follow a sound financial plan right now! Start by asking yourself, ‘What’s my top long-term money priority?’.

I want to:

Become financially independent faster

A trusted adviser who understands your financial history, life stage, risk profile and money personality can custom-pick investment options most suitable for you. They can help you develop a detailed, doable path to reach your financial destination.

Protect and grow my wealth in a stronger currency

Perhaps you want to travel abroad, diversify your portfolio, take advantage of better investment opportunities, or just earn in a stronger currency. An adviser can help lower your risk with offshore investments and optimise your gains.

Protect my finances and family if I no longer can

When something life-changing like a death, severe illness, disability or loss of income happens, it’s difficult to suddenly pick up financial pieces. By making intentional decisions now, there’ll be one less thing to worry about.

Retire when and how I want to

Did you know that starting to save for retirement as early possible once you earn an income isn’t just critical, it can be cost-effective too? A financial adviser knows how to structure your finances to maximise your tax benefits and more!

Financial advice for your needs

Whatever your need, an experienced financial adviser can help develop and implement a personalised financial plan to:

  • Manage your money as efficiently as possible.
  • Preserve your assets.
  • Build your wealth.
  • Give you the options you want, when you want them!

Remember, professional advice is worthwhile for anyone

You don’t need to be wealthy to consult a financial adviser. But you may just need a financial adviser to get wealthy!

Discovery financial advisers are driven to help you succeed.

Explore our resources below to understand the ethos behind financial planning with Discovery. You can learn more about the holistic approach, high-tech platforms and compelling behavioural insights that give Discovery financial advisers the edge – and why that’s great news for your finances!

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