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With cutting-edge AI technology, bank integration, and licensed expert guidance, MySmartPlan helps you plan, protect, and grow your wealth.
Most South Africans are financially exposed without realising it:
Without oversight, one unforeseen event — theft, accident, or medical emergency — could cost hundreds of thousands of rand.
Don't wait until disaster strikes. Take control today with MySmartPlan.
Three simple steps to take control of your financial future
Securely link your bank accounts, insurance policies, investments, and other financial products.
Our AI identifies gaps, opportunities, and provides personalised recommendations for your financial goals.
Implement recommendations, track progress, and continuously optimize your financial plan with expert guidance.
Everything you need to become your own Chief Financial Officer
See every account, policy, investment, and liability in one dashboard.
Identify gaps in coverage and receive actionable recommendations.
Track retirement, investments, insurance, estate planning, and debt reduction.
Automatic updates for accurate budgeting and spending insights.
Licensed advisors guide your decisions, ensuring compliance and optimal planning.
Handles policy changes, claims management, and ongoing updates efficiently.
Streamlined submissions, insurer communication, and faster payouts.
Compare multiple policies, investments, and financial products side by side for the best options.
We combine cutting-edge technology with human expertise to deliver results that matter
Advanced algorithms analyze your financial data to identify patterns, predict trends, and provide actionable insights that human advisors might miss.
Access to qualified financial planners who understand South African regulations and can provide personalised advice for your unique situation.
Continuous monitoring of your financial health with early warning systems that alert you to potential issues before they become problems.
Seamless connection with your bank accounts, investment platforms, and insurance providers for up-to-date information and automated updates.
Start with our free plan and upgrade when you're ready for the full experience
Everything you need to know about your personal CFO, automated planning, budgeting, and quote comparisons.
With MySmartPlan, you have your own personal CFO at your fingertips:
See all your financial products in one place
Automate planning, budgeting, and goal tracking
Get expert guidance and proactive service
Protect your wealth and family's future
⚖️ Compliance Note: SA Financial Planners is a licensed Financial Services Provider. All advice and support are FAIS-compliant, FSCA regulated, and POPIA-protected.