We believe that everyone should have the information they need to feel empowered about their finances, make informed decisions about their money, and feel more confident about their future.
As wealth management specialists we go beyond ordinary financial advice. We believe in creating and planning for your generational wealth strategy. Financial planning can give you a clearer view of where you are now, where you'd like to get to, and how the actions you take can help you to achieve that desired future
Our team can provide personalised recommendations when you'd like support making important financial decisions, at any stage of life. The strategies we'll recommend could turn possibilities into a reality for you and your family.
Sharenet Life Insurance eases the burden on your family should you die unexpectedly,
Is your family in a position to cover the costs of a funeral? Sharenet Funeral Cover offers up to R100 000
Would you be financially stable if you were suddenly diagnosed with a serious illness or suffered a heart
Disability cover is a vital benefit in your life insurance portfolio. It financially protects you against the risk of
Understanding your risk profile and how you are likely to react to investment movement or market uncertainty will help you stay focused and better manage your investments.
A risk profile is an evaluation of your willingness to take risks with the money you invest.
It generally identifies the level of risk that you are comfortable with.
We understand that our goals and life journeys are completely unique, but many of us will experience simialr milestones tha impact our finances. Our life moments map shows when these milestones could be for you and which money moments you may need to prepare for.
Our friendly wealth management team can provide you with information about the different types of investments, help you plan your investment journey and answer any questions you may have.