Tools to help understand Financial Planning

Reality members get FREE access to the following financial tools.

The Reality Check - An easy and accurate assessment fold-out that helps your clients to see an overall picture of their finances and plan their financial future with you.

The Action Planner - An informative, journal-based planner that allows your clients to action everything that they have indicated on the Reality Check.

Online Knowledge Base - Your clients can have access to financial information on the Financial Planning section on the Reality website. Financial topics are categorised according to the Reality Check and Action Planner. Research indicates that informed clients buy more products and keep these products longer.

A free Will and R1 000 funeral benefit - Your client may draw up a Will free of charge, courtesy of Sanlam Trust. They will also receive a R1 000 benefit on funerals or cremations done with Doves funeral services, if the cost exceeds R7 000 excl. VAT.