Know your full financial
picture, properly
Upload your South African financial documents and get a complete health assessment: income, net worth, insurance gaps, retirement readiness, and what it would cost to fix what is missing.
Free, no card. Your documents are processed in memory and never stored.
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