25/08/2026
Here's what Naidine did first. It wasn't buying a policy.
She made time to sit with her Wealth Planner and hand over the full picture, her assets, her liabilities, what her businesses would need without her, what her family would need to keep going.
That's called a needs analysis. It's the step most of us skip.
Cover is never one-size-fits-all. A woman running multiple businesses carries risks a standard package was never built for.
Once the picture was clear, the plan followed: Disability Income, Severe Illness Cover, Medical Aid and Gap Cover. Four tools, four jobs.
That's what "sufficient cover" really means, not the biggest policy you can afford, but the right one, sized to a life someone actually took the time to understand.
Your nugget this week: book the meeting, and go in with your numbers. ๐
This content is for general information purposes only and does not constitute financial advice. Skybridge Capital (Pty) Ltd FSP No. 45305.