One dedicated adviser who understands both your business and your personal finances — because for most business owners, the two are never really separate.
The same six-step process we use for personal clients, applied across your business and your personal finances together.
We look at your business structure, ownership, key people and personal finances as one connected picture.
We identify gaps — unprotected key people, uninsured assets, or personal risk tied up in the business.
We put together a recommendation spanning Business Banking, Commercial Insurance, Business Assurance and Save & Invest where relevant.
Before you commit to anything, we disclose exactly what we're recommending, why, and any relationship or fee involved.
We handle the paperwork and setup, coordinating across Mzansi Bank, Life, Insure, Wealth and Investments as needed.
We check in at least once a year, or after any major business change — a new partner, a big loan, an acquisition.
There are plenty of ways to get business advice in South Africa — here's what's different about doing it with us.
Your adviser sees your business banking, commercial cover, business assurance and personal finances together — not as five separate relationships.
As a tied adviser, we disclose upfront that our advice is weighted toward Mzansi Group products, so you always know where you stand.
Annual reviews are built into every plan, revisited whenever your business changes — a new partner, a big loan, an acquisition.
If you're an adviser yourself, we can also talk you through becoming a Mzansi Advisors Franchise Agent or Principal.
Mzansi Advisors is a tied Financial Services Provider — our advisers are contracted to Mzansi Advisors (Pty) Ltd, and our advice is weighted primarily toward Mzansi Group products (Mzansi Life, Mzansi Health, Mzansi Insure, Mzansi Wealth and Mzansi Investments). We'll always disclose this before giving you advice, and where a need can't be met by the Group, we'll tell you that too.
Read our full disclosure documents →Advice for Owners coordinates across every part of Mzansi's business offering — here's where a plan usually starts.
Current accounts, business loans, card acquiring and trade finance structured around your cash flow.
Explore Business Banking →Cover for equipment, stock, liability and business interruption.
Explore Commercial Insurance →Key person cover, buy-and-sell agreements and contingent liability cover.
Explore Business Assurance →Business savings, money market accounts, fixed deposits and investment portfolios.
Explore Save & Invest →Preparing your business for a sale, succession to family, or an eventual retirement.
Discussed directly with your adviserLife cover, medical cover, retirement saving and investing for you personally, not just the business.
Explore Personal Financial Planning →You'll be matched with an adviser experienced in business owner clients — here are a few of the people you might meet.
Works with young professionals and first-time business owners, from business banking through to their first commercial policy.
View profileHelps family-run and owner-managed businesses balance business assurance with personal financial planning.
View profileTwenty years of experience structuring buy-and-sell agreements, succession plans and complex business assurance.
View profileBook a free, no-obligation consultation — there's no cost or commitment for the first meeting.
Book a free consultationRead our disclosure documentsNo session context