We don’t just create plans; we also implement them.
We partner with the most reputable investment and insurance companies, as well as specialist consultants in South Africa and abroad, leaving no stone unturned to find the best products that match your needs.
Two separate businesses
At the heart of our offerings, you’ll find two core pillars designed to support your financial journey: Life & Financial Planning and Product Advice & Implementation.
After co-creating and understanding your unique life plan and how your assets and financial products, both current and prospective, must support your plan, we will help and guide you through the selection and implementation process.
Whether it’s your Life Plan or What if plans, we will connect you with the most suitable financial solutions available.
At Finhub Group, we’re all about creating harmony between vision and action.
That’s why we’ve built two closely connected business units—Life & Financial Planning and Product Advice & Implementation.
Just like the symbiotic relationship between a bee and a flower, these two units complement each other perfectly.
Within our fee-based Life and Financial Planning practice, we offer the Life Plan Program, to co-create a personalised roadmap by exploring different scenarios and aligning your financial resources with your life goals and dreams. The program includes What If plans to prepare for life’s uncertainties, addressing the What if I’m not there anymore and What if I cannot provide plans.
Once we have a clear understanding of your unique Life Plan and evaluated how your current assets and financial products align with it, we can help you take the next step.
If you choose to work with us, our Product Advice & Implementation team will assist you in identifying and implementing the most suitable financial solutions to meet your specifc needs.
This service is provided through Finhub Life and Invest 1 (Pty) Ltd, a licensed financial services provider (license #8204).
With our expert guidance, we’ll help you select and implement financial products—such as investments or personal risk insurance—that are designed to support you and your Life Plan in achieving your goals.
Your Choice
After we’ve worked together to create your personalised Life Plan and What if plans, the decision on how to move forward is completely yours.
You can choose to use our Product Advice & Implementation service to find the right financial products, such as investments or personal risk insurance, or you can work with your own advisor or product provider.
Whether you decide to make us of our experise or someone else, the power is in your hands—and we’re here to support you, ensuring you have everything you need to to take control of your financial future.
Why consider our Product Advice and Implementation services?
Alignment with Your Plan: Our Life Planner Professionals® team up and work hand-in-hand with our financial product advisors to recommend the most suitable financial solutions tailored to your specific needs. Whether it’s investments, personal risk insurance, or estate planning, we provide you with thoughtful, handpicked solutions that support your vision and aligns with your unique goals.
Qualified Expertise: Our team is backed by industry-recognized credentials and decades of experience in financial and legal services. You can rest easy knowing your financial journey is guided by seasoned professionals.
Impartiality: We are contracted with a wide range of reputable financial product providers, both locally and internationally, to deliver unbiased advice.
Our Life Planner Professionals are Certified Financial Planners and member of the Financial Planning Institute of South Africa (FPI). By being a member one has to adhere to the FPI Code of Ethics & Practice Standards. FPI members are held to the highest ethical and professional standards, ensuring integrity, transparency, and a commitment to acting in clients’ best interests. For more on the FPI Code of Ethics & Practice Standards please refer to https://simplifymylife-
Tailored Solutions: We leave no stone unturned, partnering with leading investment and insurance companies to find products that match your goals.
Please refer to Key Partners in the right hand menu: to find a list of all the investment and insurance companies our Finhub Life and Invest 1 (Pty) Ltd business are contracted with.
Regulatory Compliance: As a registered Financial Services Provider (FSP number 8204), we adhere to the highest standards of integrity and transparency. Out Life Planner Professionals are Certified Financial Planners and members of the Financial Planning Institute(FPI) of South Africa. By being a member one has to adhere to the FPI code of Ethics & Practice Standards. FPI members are held to the highest ethical and professional standards, ensuring integrity, transparency and a commitment to acting in clients’ best interest.
Integrity and Transparency: We are upfront about our fees, processes, and recommendations, ensuring you’re always in the loop. No surprises, just honest advice. At FinHub, trust isn’t just something we value; it’s the foundation of everything we do.
