The WealthCheck™ is a diagnostic tool that we at REWARD employ to establish priorities for the Financial Needs Analysis.

Much like a doctor will examine you thoroughly for possible causes of a headache, rather than just administering Aspirin, REWARD Advisors use the WealthCheck™ to give holistic advice rather than just sell you an insurance policy.

The WealthCheck™ highlights the number of financial problems that a client is potentially exposed to. Our advisors will analyse the completed WealthCheck™ and then make contact with you to schedule an appointment to discuss and prioritise solutions. A long-term strategy will then be formulated by both advisor and client in order to address the issues.

Please complete the form below in order to receive a copy of the WealthCheck™ which you can then email back to info@ebonus.co.za.