Value Proposition

FINANCIAL FREEDOM
IS ACHIEVED OVER TIME.

WEALTHYME HELPS CLIENTS THOROUGHLY
PLAN FOR ANY FINANCIAL GOAL.

• Uncomplicated advice
• No unnecessary jargon
• Virtual or face to face

• Technology driven
• Guided by experienced professionals

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FUTURE INVESTMENT PLANS

The Future Investment plans allows you to save for your children's education or any other medium or long-term financial goals

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DYING TOO SOON IS A
RISK TO YOUR FAMILY

Our plans cover your debt, provide income for your family and provides for final expenses

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START PLANNING YOUR RETIREMENT

Supplement your employer pension fund with a personal retirement plan

More than 90% of South African's don't invest enough to retire financially independent

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WE KNOW YOUR HEARTBEAT

We have the expertise, people and tools to design life changing financial plans. All our consultants are accredited financial advisers and financial coaches.

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Targeted Services

Wealth Protection

We provide advice for protection against risk such as unexpected expenses, loss or damage to assets, loss of income due to death or disability, cost of major medical procedures.

Wealth Creation

We provide advice on saving towards any financial goal such as saving for a deposit on a house, children’s tertiary education and retirement.

Education Savings​​

Help your children’s dreams come true.​​

Funeral Planning​

Everyone deserves a dignified funeral.​

Wealth Management

We provide advice on the management of capital, maximising growth and income from capital. In addition we also provide advice on succession planning for wealth transfer.

Managing Income & Expenses

We assist customers with drawing up cash flow plans that increases surplus income. In addition we also provide advice on debt reduction and optimising credit agreements.

Short Term Insurance

Motor and household insurance.​​

Wills

Safeguard your families legacy.​​

For Expert Financial Advice You Can Trust WealthyMe

WealthyMe

Future Investment Plans

The Future Investment Plans allows you to save for your children's education or any other medium or long-term financial goals.

Retirement Plans

Start planning your retirement. Supplement your employer pension fund with a personal retirement fund.

Debt Cover

Our Debt Cover plans cover your debt on liabilities like your home loan, business loan or vehicle finance.

Financial Plans

We have the expertise, people and tools to design life changing financial plans.

Request a Call Back

Our friendly team will be in touch with you

Welcome to WealthyMe

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