Financial Planning

Your Financial Future, Our Commitment

At Goodsure, we understand that planning for your financial future is crucial. Whether you’re looking for Risk and Estate Planning, Retirement and Investment Planning, Business Assurance, Medical Aid and Gap Cover, or Corporate Benefits, we have the expertise and dedication to guide you towards financial security.

As a CERTIFIED FINANCIAL PLANNER ®, we will work closely with you to develop a personalised financial strategy, ensuring that your goals and objectives are met. Together, we will navigate through the complexities of financial planning, taking proactive steps towards a brighter financial future.



Protect yourself and your loved ones from the financial impact of any potential life-changing event. While risk events are uncertain, planning for them is of paramount importance. Walking this journey gives you certainty that your loved ones will be taken care of.


Retirement and Investment Planning allows you to know where you are on the journey to planning for your future. Our Retirement and Investment Planning services help you develop a personalised strategy to build wealth, maximise savings, and achieve your financial goals.


Knowing the consequences of a life-changing event and planning accordingly is a vital part of investment planning for business owners. Comprehensive solutions such as Keyman Insurance, Buy-and-Sell Agreements and Succession Planning are available to meet your business assurance needs.


Secure your health and finances by ensuring that you have the appropriate Medical Aid and Gap Cover in place. Our guidance hels you mitigate the risk of unplanned medical expenses which could derail aspects of your implemented financial plan.


Enhance your offering to the people who aid in the running of your business by providing them with employee benefits such as Group Risk Benefits and a Group Retirement Annuity, or a Pension or Provident Fund.


At Goodsure, we are committed to delivering reliable, trustworthy, and effective financial planning services. Our team of dedicated professionals are committed to understanding your unique financial aspirations, helping you develop a tailored strategy that aligns with your goals. We are dedicated to your financial success and will be with you every step of the way on your journey to financial security.


Empowering Your Financial Well-Being

Goodsure’s financial planning services are designed to benefit professional individuals and businesses by providing comprehensive solutions that address your specific financial needs. We understand the importance of achieving financial security, protection, and peace of mind. Our expert team of CERTIFIED FINANCIAL PLANNERS ® will help you navigate the complexities of the financial landscape, ensuring you make informed decisions that align with your goals and risk tolerance. With Goodsure, you can confidently build a solid foundation for your financial future.



Our experienced financial planners conduct a thorough assessment of your financial situation, goals, and risk tolerance.



Leveraging our expertise, we recommend suitable investment portfolios, insurance plans, and other financial products that align with your goals and risk profile.



We provide detailed quotes that outline all the components of your financial plan, ensuring you have a clear understanding of our recommendations.

Comprehensive Solutions for Your Financial Success

Investments and Tax-Free Accounts

Maximize your wealth with our investment solutions and tax-free accounts. We help you navigate the complex world of investments, ensuring your portfolio is diversified and aligned with your financial goals.

Life Cover

Protect your loved ones and their financial future with our comprehensive life cover options. Our life insurance plans provide the necessary financial security and support in the event of unforeseen circumstances.

Disability and Income Protection

Safeguard your income and protect your lifestyle with our disability and income protection solutions. We offer tailored.