BuildWealth™ — Your Wealth Health™ Across 8 Pillars

Wealth Is Built on 8 Pillars.

You can only truly build and preserve wealth when all 8 pillars of your financial life are active and working together. The first step is knowing where the gaps are — so you can close them.

Free Wealth Health™ Assessment. Private. No Obligation.

Your Wealth Health™ Is In Your Hands

For years, institutions and planners said they knew best. Now we're handing that power back to you — your full financial picture, and what you choose to do with it.

  • Could your family survive 6 months without your income?
  • Is your retirement on track for the life you want?
  • Would your estate be settled — or stuck in probate for years?
  • Is your debt ratio healthy, or quietly dangerous?
  • Do you have enough life cover to protect those who depend on you?
  • Are you saving enough — or just hoping for the best?

These are your questions to answer, on your terms.

See your whole picture in 30 minutes — free — and decide what comes next.

What You'll See

Your personalised dashboard shows which pillars are strong, which have gaps, and where to focus — no jargon, no sales pitch.

  • Overall Wealth Health — one number showing how your 8 pillars work together
  • Pillar-by-pillar breakdown — red, amber, or green for each area
  • Priority gaps — see which pillars need attention to strengthen your foundation
  • Track progress over time as you close gaps and build real wealth

Your data shows the gaps — never advice, always insights.

How It Works

Three simple steps. No strings attached.

  • Find the Gaps — Complete a confidential assessment about your finances. In about 30 minutes, you'll see exactly which of the 8 pillars need attention.
  • See the Full Picture — Get a clear, colour-coded score across all 8 pillars. Red, amber, or green — so you know where to focus to build a stronger foundation.
  • Start Closing the Gaps — The insights are yours to keep. If you want help, connect with a verified, FSCA-registered financial planner. No obligation.

Only If You Choose To Connect

Your insights are yours — no planner is assigned to you, and no one contacts you unless you decide you want help. If you do, every professional on our platform has been screened and verified.

  • RE5 Certified — Every planner has passed the FSCA regulatory examination — no exceptions.
  • FSCA Licensed — Valid Financial Service Provider licence verified and re-checked every 90 days.
  • PI Insured — Professional indemnity insurance confirmed and monitored for expiry.
  • Designation Verified — CFP®, FSA™ and other professional designations validated before activation.

You are never obligated to connect with a planner. The assessment and your results are yours to keep, forever, at no cost.

Your Data Is Protected

We don't sell financial products. We don't give advice. We hold up a mirror and show you your data against objective criteria.

  • POPIA Compliant — Full compliance with the Protection of Personal Information Act. Your data rights are protected by law.
  • 256-bit Encryption — All data encrypted in transit and at rest using industry-standard protocols. Bank-grade security.
  • Never Sold — Your personal information is never sold to third parties. Ever. That is a promise, not a policy.
  • Consent-Based Sharing — Your linked planner only accesses your data after you have completed at least 60% — and given explicit consent.

Ready to find the gaps?

30 minutes to see all 8 pillars. Completely free. Time invested, not time spent — the first step to building wealth that lasts.

BuildWealth is an informational platform that highlights your financial data against objective criteria. Nothing on this platform constitutes financial, tax, legal, or investment advice. Compliant with POPIA and FSCA regulations.

Frequently Asked Questions

Is this really free?

Yes, always. BuildWealth is completely free for you. There are no hidden fees, no premium tiers, and no charges. Financial planners pay for the platform — you never will.

Who sees my data?

Only you. Your linked financial planner gains access to your assessment data only after you have completed at least 60% of the questionnaire and given explicit consent. We never sell your data to anyone.

Is this financial advice?

No. BuildWealth shows you how your 8 Wealth Health™ pillars measure up — objectively, against universal criteria. It highlights the gaps so you know where to focus. For personalised financial advice on closing those gaps, discuss your results with a qualified planner.

How long does it take?

About 30 minutes — and it's time invested, not time spent. This is one of the most important assessments you'll ever complete, so give it the time it deserves. You can save your progress and return at any time — your answers are saved automatically.

What qualifications do the planners have?

All planners on our platform are FSCA-registered with valid FSP numbers, RE5-verified, and hold professional designations such as CFP® or FSA™. We verify credentials before any planner can access the platform.