Contact Us
Have questions about our services or need assistance? Our team is here to help you. Feel free to reach out to us.
Frequently Asked Questions
How does the advisor-client relationship work?
Clients are paired with a dedicated advisor who provides tailored financial services. Your advisor will help manage your medical aid, provide guidance, and assist with financial planning.
What are the subscription plans?
We offer several subscription plans including Gap Only, Health Only, Gap and Health combined, and our premium Go Beyond Investment plan. Each plan is tailored to different financial needs.
How do I get started as a client?
To become a client, you'll need an invitation code from one of our advisors. This ensures you're matched with an advisor who specializes in your financial needs.
How can I join as an advisor?
Financial advisors interested in joining our platform can reach out through this contact form. We'll provide information about our onboarding process and the benefits of our platform.