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Independent financial advice · First Consult SA

Live Your
Ideal Life.

Financial advice for the life you’re building, the people you love and the future you have in mind.

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Your life. Your priorities. Your plan.
Independent adviceIndividuals · Families · BusinessesAuthorised Financial Services Provider · FSP 44958
Understanding you comes first

Before we talk numbers,
we talk about you.

Your finances touch every part of your life. Your advice should consider the whole picture.

First Consult SA brings financial planning, protection, investment and retirement needs into one ongoing relationship, shaped around your circumstances.

Get to know First Consult
Find your starting point

What would you like
to plan for?

Protect what matters

Start a conversation about the people who depend on you.

Talk to our team
Our services

One place for your
financial life.

Explore twelve areas of advice, with support from the people who understand your plan.

Financial PlanningInvestments & Wealth ManagementRetirement PlanningLife, Disability & Severe Illness CoverMedical Aid & Gap CoverPersonal Short-Term InsuranceBusiness & Commercial InsuranceEstate Planning & Fiduciary ServicesEmployee BenefitsBusiness AssuranceBanking ProductsSpecialist & Cyber Risk
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For the people who matter most.
Protection & peace of mind

There’s a life behind every financial decision.

From protecting your family to planning your estate, we help you consider what matters today and what you want to provide for tomorrow.

Your family

Life cover, medical aid and gap cover.

Your home

Personal short-term insurance.

Your legacy

Estate planning and fiduciary services.

Explore protection and planning
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Your next chapter

A future worth
looking forward to.

Retirement and investment planning start with a simple question: what would you like your life to look like?

Talk about your retirement
The people behind your plan

Meet your First Consult team.

Choose an adviser or contact our administration team to get started.

9 team members
FULLY ACCREDITED — ALL PRODUCT OFFERINGS

Sharika Vather

Medical Aid & Gap Cover Specialist

20 Years in financial services

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082 563 9322
Access to established financial-services providers
Capital LegacyDiscoveryMomentumSantamOld Mutual InsureBonitas
Financial Insights

A little more clarity.

All insights
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