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GET TRANSPARENCY, CONFIDENCE, AND CONTROL OVER YOUR INVESTMENTS.
Most South Africans don’t really know how their investments perform.
Hidden fees.
Small charges that quietly eat into your returns.
Misaligned risk.
Investments that don’t match your goals or comfort level.
Missed growth opportunities.
Money that could be working harder, but isn’t.
The effect of hidden fees, misaligned risk and missed growth opportunities could cost you half of your retirement amount over 30 years!
The truth is, most investors only realise the cost of a bad investment years later when it’s too late to change course.
TURN COMPLEX INVESTMENTS INTO SIMPLE INSIGHTS
A clear report. Actionable insights. No jargon.
Your R499 investment audit includes:
A breakdown of your fees and hidden costs
See how your fees and growth stack up against the market
A simple analysis of your growth and performance
Transparency equals stability and knowledge
You’ll receive a plain-language report that makes sense not a stack of complicated statements.
Fill out our simple form with your basic information so we can get started immediately. It only takes a minute!
1.
Submit your details using the quick online form
These reports are hidden by the financial advisor and the companies that manage them, they rarely form part of your quarterly statements.
2.
We source the right information with your consent
form
We’ll provide a clear, plain-language report showing exactly how your investments are performing in the past and the future.
3.
Receive your personalised audit report within a few days
Independent. Transparent. On Your Side.
We’re not affiliated with any investment companies, brokers, or products.
Our only goal is to help you understand your investments clearly and honestly.
Independent Advice
No commissions or product bias
Professional Analysis
Detailed report, explained simply
Real Value
One transparent fee: R499
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