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02 — Risk Management

Outrun the risks. We'll show you how.

Our objective is to provide unique, cost-effective risk solutions. We adopt a pragmatic and holistic risk management approach, ensuring all risks are identified, minimised and, when necessary, transferred via the insurance mechanism.

Protection

Life Cover

Life cover ensures that your financial responsibilities are taken care of in the event of your death. It replaces the income you would have earned during your working life, ensuring that your family is financially secure. We have both local and offshore life cover options.

  • Needs-based cover calculation: debt, income replacement, and dependants' future costs
  • Beneficiary nomination structuring to avoid estate delays
  • Policy reviews triggered by bond changes, new dependants, or business growth
  • Co-ordination with your will and estate plan so payouts go where intended
Young family
Protection

Disability Cover

Disability cover ensures that you'll continue to have an income, even if you're no longer able to work due to illness or injury. It provides for expenses that occur because of the disability. It isn't just about planning for the worst; it's a positive step toward protecting your financial future.

  • Lump-sum disability cover for major capital needs — home modifications, debt settlement
  • Own-occupation vs any-occupation definitions explained in plain terms before you sign
  • Coordination with income protection so there's no gap between policies
  • Regular occupation and income reviews to keep cover sized correctly
Advisor consultation
Protection

Severe Illness Cover

Surviving a severe illness isn't easy, but with the right cover you can focus on recovery instead of the medical bills. Severe illness cover offers financial protection against illnesses such as heart attack, cancer, stroke, Alzheimer's and Parkinson's disease.

  • Condition-specific payout structuring across major illness categories
  • Integration with medical aid and gap cover to close out-of-pocket gaps
  • Family history and occupational risk factored into cover recommendations
Recovery and wellbeing
Protection

Income Protection

Most people plan based on the assumption they'll continue to earn an income until they retire. But what if something happens? Income certainty determines your quality of life and your family's financial security — income protection cover gives you peace of mind.

  • Monthly income replacement structured against your actual take-home pay
  • Waiting period and benefit term selection matched to your savings buffer
  • Particularly critical for self-employed clients and commission-based earners
Self-employed professional
Short-Term Insurance

Education Protector

We cover your children's education fees if you die, or become ill or disabled. The Global Education Protector helps to pay for children's education from crèche to university, locally or abroad — removing one of the biggest financial fears parents face.

  • Covers crèche through to university, locally and internationally
  • Triggers on death, disability or severe illness of the fee-paying parent
  • Annual revaluation to keep pace with education fee inflation
Education protection
Case Study

Closing a coverage gap before it became a crisis

A self-employed client had life cover but no income protection — a six-week injury would have meant six weeks with no income at all, business overheads included.

We restructured his risk plan to add income protection and adjusted his life cover to reflect his current bond and two new dependants, all within his existing premium budget.

R0 → R45k
Monthly income now protected
R0 extra
Net premium budget impact
2
Coverage gaps identified & closed
100%
Aligned to current bond & dependants
Common Questions

Risk Management FAQs

What clients usually want to know before taking out cover.

How much life cover do I actually need? +

It depends on your debt, dependants, and how many years of income they'd need replaced — not a flat multiple of salary. We calculate this specifically for your situation in the first consultation.

What's the difference between disability and income protection? +

Disability cover typically pays a lump sum for permanent or long-term incapacity. Income protection pays a monthly amount while you're temporarily unable to work. Most complete plans include both.

Will my premiums increase every year? +

Most risk policies escalate with inflation by default, though premium patterns vary by insurer and product type — we walk through exactly how your specific policy will behave before you sign.

Can you review cover I already have with another broker? +

Yes — a cover audit is often the first thing we do for a new client, checking for gaps, overlaps, and overpriced cover relative to what's currently available.

Get Started

There will always be risk. Thankfully, you can plan for it.

A first consultation costs nothing and commits you to nothing — just a clear view of where you stand today.

Business Insurance Quote

Medical Aid Quote Request

Car and Household Insurance Quote Request

Life Cover Quote Request