Find a financial adviser
The importance of financial planning
Studies show that people who get financial advice generally invest more throughout their lifetimes. They also have better financial outcomes than those who don't consult an adviser. Local research also shows that financial advisers in South Africa are especially underused for tax and estate planning advice. Could you be missing out?
What vision do you have for your future?
Do you imagine that one day you'll be more financially secure than you are today? The way to make that vision a reality is to have and follow a sound financial plan right now! Start by asking yourself, 'What's my top long-term money priority?'.
Get started at the top of the page and we will connect you to a financial adviser suited to your unique needs and requirements.
Frequently Asked Questions
A Discovery accredited financial adviser is a qualified professional authorised to provide advice on Discovery products and financial solutions, in line with Discovery's professional, regulatory, and quality standards.
Discovery advisers understand Discovery's products and Shared Value model. This enables them to give advice that aligns your financial planning with healthier behaviours, better rewards, and long term financial outcomes.
Discovery's Shared Value model is built on the idea that when clients make healthier and better financial choices, they are rewarded and costs are reduced over time. This creates value for clients, society, and Discovery.
Discovery accredited advisers can assist with life insurance, investments, retirement planning, wills, medical aid, and broader financial planning tailored to your personal goals.
No. You don't need to be an existing Discovery client to find or contact a Discovery accredited financial adviser. Advisers assist both new and existing clients.
When you submit your details, they are securely shared with a Discovery accredited financial adviser. The adviser will contact you directly to understand your needs and arrange a consultation at a time that suits you
Yes. Your information is handled in line with Discovery's privacy and data protection standards and is only used to connect you with a financial adviser.