Know your full financial
picture, properly
Two ways in. Ask a question and get a straight answer, or upload your documents and get the whole picture.
Free, no card. Your documents are processed in memory and never stored.
Ask it anything about SA money
No documents needed. It reads South African reference material and checks figures that move, like tax brackets and grant amounts, against the live source before quoting them.
How PAYE is worked out, what the brackets are, how CGT hits a property sale
RA versus TFSA, the 27.5% deduction, what a living annuity actually is
What PMBs cover, gap cover, how much life cover the SA benchmark suggests
What happens if you die without a will, executor fees, how an estate is wound up
Registering a company, NPO versus for-profit, what DSD actually requires
SASSA child support and SRD, who qualifies, where to apply
It gives you information, never financial advice. It will tell you how something works and what the trade-offs are, and it will say plainly when a decision belongs with a licensed adviser.
How it works
Upload what you have
Bank statements, a payslip, policy schedules, your own budget spreadsheet. Anything financial you can export or download is worth adding.
An agent reads every line
It works through each document, calculates your PAYE, cover ratios and net worth, and checks them against South African benchmarks.
You get a report you can act on
A health score out of 100, the gaps ranked by what actually matters, what closing them costs, and whether that fits your budget.
What to bring
This is not a checklist, and none of it is required. Upload whatever you have. If you keep a budget in Excel or Google Sheets, send that too, the agent reads spreadsheets sheet by sheet and it fills in what a bank statement cannot show.
Private and secure
Documents are processed in memory and never stored
Deep analysis
An agent reads every line. A proper analysis takes ten to twenty minutes, not a guess in seconds
Built for South Africa
SARS tax tables, FAIS benchmarks, and SA cover ratios