I need help with ...

A review-I think I am paying too much
Click here to review your policies at No Charge.
A Life Cover
Click here to get info on death, disability or illness cover.
An Education Policy
Let us do the homework.
Planning for Retirement
Get all the tips and tricks to retire in style + save on tax.
Protect Your Greatest Asset
Your income, perhaps your most important insurance. Click here for income protection.
A short term savings plan
Holiday, new home, car, here I come
Investing a lump sum
From guaranteed growth to high risk, we have the solution for you.
Pension / Provident Funds
What will your employees get when they retire from your company?

Education Policy


Do you want to give your child the best head start in life?

Are you looking for ways to give your child more than what you had when you grew up?

An education plan is ideal for you.

Doctor, engineer, or physicist – wherever destiny takes your child, the one certainty is that money will be needed to help her or him reach their dreams. The best way of making sure that the money is available when needed is by starting to save. And the best time to begin is today.

An education policy is simply a savings plan aimed at providing funds for your child’s education.  This money can be used for your child’s primary, secondary and/or tertiary studies.

Did you know, if your child becomes a University graduate, he or she will have a 78% chance of finding good employment?  However, a shocking 40% of South African students drop out of University in their first year because of financial difficulties.

If you are serious about planning for your child’s education and want to ensure you get the best return from your educational plan, you need to know all of your options.  After all, knowledge is power.  Below is a list of some common questions.  Alternatively, contact us to get a comprehensive view.


When should I start an educational policy?

You want to start this as early as possible.  Let me explain…

… If you child is 5 now, you have about 12 years to save for tertiary studies.  However, if you wait and start saving when your child is 15, you will only have about 2 years.   This means you would have to pay a higher premium or have to resort to financing through a loan, etc.

This being said, it is never too late to start.  Contact us to begin saving now from R250 pm.


How do I know how much I need for my child’s tertiary studies?

We also have a tool that will help give you an idea of this.  It considers your current savings and looks at a few other important factors.  This will help give you an idea of what you need to save to meet your child’s goal.  Click here to get an idea.


Can I start small now and increase the education policy at a later stage?

Definitely!  We would also encourage this.  One of the most important things you can do for your child is to start saving early.  This allows maximum time for your money to grow.


Here are a few highlights of the educational policy we will design for you:

  • Ability to increase or decrease premiums at any stage
  • Should an emergency arise, you will be able to access funds easily – without having to wait for maturity
  • In the event of you being disabled or passing away, you will have the option of having the premiums to be paid until maturity
  • A wide variety of funds to choose from
  • Secrets to making you money grow

P.S.  If you intend on having a second child or already have more than one child, contact us for invaluable tips that will help save you costs and provide better returns.


Quick jump‚ savings, lump sum investments, retirement annuity (RA), life cover

Client Testimonials

logos2