Solutions customised to all stages of your life

Easy access to credit
Early career

First job or income, getting credit, starting to save, marriage, first home and starting a business.

Earn attractive interest rates
Mid-career

Starting a family, saving for education, buying or upgrading your home, insurance and estate planning.

Lump sum death benefit included
Pre-retirement

Review and reduce your debts, review insurance, investment, savings and estate planning.

Lump sum death benefit included
Retirement

Move from saving to spending, focus on health, review estate plan and leave a legacy.

Why choose Absa Insurance and Financial Advisers

 

  • Our value proposition

    • We empower people to create wealth and financial wellness, and to protect it for future generations
    • We enable our clients to build a prosperous future
    • Our advice and investment solutions provide financial freedom
    • We create value that spans generations.

  • Financial advice process

    • Our advice framework and philosophy are centred around the internationally recognised six-step financial planning process. 
    • We believe that outcomes-based financial advice is the best approach to help you achieve the lifestyle that you want, as well as your financial goals. 
    • The Financial Planning process
    • Step 1: Define the relationship
    • Step 2: Gather data and agree on goals
    • Step 3: Analysis and evaluation
    • Step 4: Create and present solution
    • Step 5: Implement the plan
    • Step 6: Review and Report

  • Financial advisers

    • We have over 400 certified Absa Insurance Financial Advisers who are available to help you achieve your goals through sound financial advice and a solid financial plan
    • We offer both virtual and face-to-face advisers across South Africa with an entire suite of personal and business  financial products
    • We’ll guide and support you with all your investment and insurance decisions, so that you can get the best value for your money.
    • If you are looking to review your existing portfolio or have any general queries? Send us an email at advicegurus@absa.co.za or request a call me back
       

Find out which life or disability cover you need

Answer a few easy questions to find out which life or disability cover you need.

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The wealth approach

Unlock the power of strategic investing and disciplined saving to grow your assets over time. Take control of your financial journey and create lasting wealth for yourself and your loved ones.

  • Long-term savings

    Accurate retirement planning calculations will help you determine how much you need to save for retirement and how much income you can draw as an annuity once you retire.

  • Guaranteed Investments

    Get a good investment return analysis and assistance with the best possible investment plan including long-term and offshore investments.

     

  • Trusts

    Inter vivos and testamentary trusts do not have to be complex. Our Absa Trust team can assist.

  • Life Insurance

    Not sure how much life, disability, dread disease, or trauma cover you need? Speak to us for assistance.

  • Beneficiary Fund

    Make provisions for your dependant’s future in the unfortunate event of your death.

  • Short-term Insurance

    We can help reduce your car and home insurance premiums. Get an obligation-free quote now

  • Estate planning

    Our certified Financial Advisers will answer any questions that you might have on estate duty, executor fees, liquidity in your estate, and the possibility of capital gains tax.

     

  • Wills

    We assist you with drafting your new will and testament or review your existing will and testament.

  • Investment Management

    Get a good investment return analysis and assistance with the best possible investment plan, including long-term and offshore investments.

     

Need more help?

For more information visit our  Self servicing tools 

Contact us:
Call us on : 011 225 1797

Email us at: advicegurus@absa.co.za