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Welcome

Welcome to your personal eAdvisor, to start select an avatar that will walk you through your journey to financial wellness. Your eAdvisor will need some information to help you in the financial planning process.

Just a little background, Financial planning rests on 3 pillars risk, investments and estate planning, for now your eAdvisor will focus on risk, more specifically life cover, disability and dread disease.

We will come back to investments and estate planning a little later. Enjoy the journey and remember your eAdvisor is available 24/7 at the touch of a button.

Let's get started! Next

Welcome to your
personal eAdvisor

We can’t wait to go
on this journey with you!

Dude

Before we start we need a couple of details from you in order to give you a quote

To get you on the right path to financial success, we recommend you start with 1 of the following

People

Risk - Life Cover

What's your debt?
How much income do you need for your family?
How many years do you need it for?
What is your retirement age?

Risk - Life Cover

You will need

R
Dude

See? It's that simple to start being financially savvy!

Life cover sorted!

Ready to tackle disability?

Risk - Disability

If you became disabled do you want to settle your debt?

Yes No
What's your debt?
How much income do you need for your family?
How many years do you need it for?
What is your retirement age?

Risk - Disability

You will need

R
Dude

See? It's that simple to start being financially savvy!

Disability sorted!

Ready to tackle dreaded disease?

Dude

Adam’s tip of the day:
Track Your Net Worth

Your net worth—the difference between your assets and debt—is the big-picture number that can tell you where you stand financially. Keep an eye on it, and it can help keep you apprised of the progress you’re making toward your financial goals—or warn you if you’re backsliding.

Dreaded Disease

If you became ill do you want to settle your debt?

Yes No
What's your debt?
How much income do you need for your family?
How many years do you need it for?
What is your retirement age?

Dreaded Disease

You will need

R
Dude

See? It's that simple to start being financially savvy!

Dreaded disease sorted!

Ready to tackle dreaded disease?

Hold up, you may already have some of this. How much existing cover do you currently have?

Life
Dread disease
Disability
Dude

Congratulations! You have completed your first step to financial wellness!

Dude
Dude

, your eAdvisor is generating Quotes

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is generating quotes for you and will give you a call shortly.

Disclaimer Notice - The benefits quoted are estimates based on information you provided. This quotation does not constitute a contract of insurance, nor does it provide coverage. The eAdvisor is an affiliate of Aurum Capital an authorized Financial provider, FSP license number 45356. Terms and Conditions apply

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