Are your old policies and investments still working for you?
You may have life cover, retirement annuities, investments, medical aid, gap cover or estate planning documents that were set up years ago — but have not been properly reviewed since. We have saved clients thousands of Rands per month with our REVIEW process.
Trustworthy Financial Planning
What we check in your free Policy Detox
In your 30-minute review, we can help you take a clearer look at:
Life cover
Disability cover and income protection
Severe illness benefits
Retirement annuities
Preservation funds
Unit trusts and investments
Tax-free savings accounts
Endowments
Medical aid and gap cover
Beneficiary nominations
Estate planning and wills
Policy duplication
Unnecessary or outdated premiums
Planning gaps
How your underlying investments have been performing
The purpose is not to sell you another policy.
The purpose is to help you understand what you already have, what it costs, what it protects, how it is invested, and whether it still fits your current needs.
A review can help you answer important questions
Do I know exactly what policies and investments I have?
Am I paying for cover I no longer need?
Do I have enough life cover, disability cover or income protection?
Are my beneficiaries up to date?
Are my retirement annuities and investments still suitable?
Are my funds performing in line with reasonable expectations?
Is there duplication between old policies?
Will my family have enough liquidity if something happens to me?
Is my financial plan organised, or has it become scattered over time?
A proper review can help bring structure and clarity to decisions that are often ignored for years.
Why book a review?
Many people have accumulated policies over many years from different providers. A review helps you understand:
what you own;
why you own it;
what it costs;
what risks it protects;
whether it still fits your current needs;
how your investments have been performing;
and what should be prioritised next.
Sometimes the existing plan is mostly fine.
Sometimes small adjustments are needed.
Sometimes there are gaps, duplication, outdated structures or unnecessary costs.
The value is in knowing the difference.
Adviser Section
Meet Anton Möller
Anton Möller is an Executive Consultant and Independent Financial Adviser at Accolade Financial Planning Services.
His focus is helping clients organise, simplify and strengthen complex financial portfolios.
Proficient Advice for Financial Well-being
With Anton Möller
Independent Financial Adviser
Accolade Financial Planning Services
FSP 45559