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Transparency is Power. Know What You’re Really Paying For.

For just R499, get a professional, independent audit of your investment portfolio and discover whether your money is truly working for you.

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GET TRANSPARENCY, CONFIDENCE, AND CONTROL OVER YOUR INVESTMENTS.

Most South Africans don’t really know how their investments perform.

Hidden fees.

Small charges that quietly eat into your returns.

Misaligned risk.

Investments that don’t match your goals or comfort level.

Missed growth opportunities.

Money that could be working harder, but isn’t.

The effect of hidden fees, misaligned risk and missed growth opportunities could cost you half of your retirement amount over 30 years!

The truth is, most investors only realise the cost of a bad investment years later when it’s too late to change course.

Take Control of Your Investments Today

An Invest Audit gives you a clear, independent review of your retirement annuity, endowment, or unit trust so you can see exactly what you’re paying for, and what you’re getting in return.

TURN COMPLEX INVESTMENTS INTO SIMPLE INSIGHTS

 A clear report. Actionable insights. No jargon.

Your R499 investment audit includes:

Glass Buildings

A breakdown of your fees and hidden costs

Mountains in Clouds

See how your fees and growth stack up against the market

Graph

A simple analysis of your growth and performance

Working Silhouettes

Transparency equals stability and knowledge 

You’ll receive a plain-language report that makes sense not a stack of complicated statements.

Getting your audit is simple.

No sales pitch. No products. Just transparency.

Fill out our simple form with your basic information so we can get started immediately. It only takes a minute!

1.

Submit your details using the quick online form

Easily share your retirement annuity, endowment, or unit trust documents or let us request them for you securely.

2.

Upload your investment statements or give us permission to request them on your behalf.

We’ll provide a clear, plain-language report showing exactly how your investments are performing, plus a one-on-one session to answer your questions and guide your next steps.

3.

Receive your personalised audit report within a few days along with a consultation to explain your results

Independent. Transparent. On Your Side.

We’re not affiliated with any investment companies, brokers, or products.
Our only goal is to help you understand your investments clearly and honestly.

Independent Advice

No commissions or product bias

Professional Analysis

Detailed report, explained simply

Real Value

One transparent fee: R499

When it comes to your money, transparency is the best investment you can make.

Get your full investment audit today for just R499 and make confident, informed decisions about your financial future.

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