One dedicated adviser, drawing on every part of the Mzansi Group, to build a financial plan around your whole life — not just a single product.
Every client goes through the same six-step process, whether it's your first policy or a full retirement plan.
We start by understanding your full financial picture: income, debts, dependants, goals and risk appetite.
We assess where you stand today against your goals, and identify any gaps in cover or savings.
We put together a recommendation, drawing on products from across the Mzansi Group where they fit your needs.
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 with Mzansi Bank, Life, Health, Insure, Wealth or Investments as needed.
We check in at least once a year, or after any major life change, to keep your plan on track.
There are plenty of ways to get financial advice in South Africa — here's what's different about doing it with us.
Your adviser can draw on banking, life, health, short-term insurance and investment solutions from across Mzansi — so you're not juggling five different 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, and your Mzansi Rewards status grows as your relationship with us deepens.
For business owners and employers, we also structure group risk and retirement fund solutions for your whole team.
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 →Financial Planning coordinates across every part of Mzansi — here's where a plan usually starts.
Life, funeral, disability and income protection cover matched to your dependants and debts.
Explore Life & Risk Cover →Unit trusts, tax-free savings, retirement annuities and living annuities.
Explore Invest & Save →Choosing between Hospital, Comprehensive and Savings-Based options.
Explore Medical Cover →Making sure your motor, home and gap cover keep pace with what you own.
Explore Short-Term Insurance →Reviewing your accounts, credit and home loan alongside your broader plan.
Explore Banking →Making sure your estate is structured correctly and your will reflects your current wishes.
Discussed directly with your adviserYou'll be matched with an adviser near you — here are a few of the people you might meet.
Helping young professionals build their first financial plan, from banking through to their first investment.
View profileFocused on family financial planning — life cover, medical scheme selection and saving for the future.
View profileTwenty years of experience in holistic financial planning and complex estate structuring.
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