All your documents securely in one place
We have launched an industry-first innovative digital repository for our clients. Our iProtect Exchange platform allows you to store, update and access all of your documents in a single repository. You can now manage all of your assets, investments, life policies, short term cover all from one platform.
Single Repository
Document all your personal documents, trust documents, FICA documents, expenses, liabilities, letters of authority and much more.
Future Planning
Formulate and update your plan as your life changes. From settling your Last Will and Testament to what transpires post your demise to ensure transparency.
Take Charge
Personalised dashboard that has an action step programme to set out milestones on your journey wherein you can tick off actions that have been achieved or executed and to diarise actions that you must still take.
Full Support
Our support function that you can access or contact to support you with any query or assistance that you may require to achieve any specific action or task.
Formulate your personalised plan and change it as your life changes.
Settle your Last Will and Testament :
Upload this to your secure storage online or create your own using our system.
Get paired with a dedicated professional :
You’ll be matched with an expert consultant who is best suited to your needs. They will assist and walk you through the process and requirements to assist you.
We take care of the rest :
Sit back while we do it all for you, all the admin, paperwork. We will present a suitable structure best suited to your requirements.
We take care of the rest :
What happens to your family and dependents immediately after your death and until your estate has been fully administered and wound up.