Grow your business by becoming a Lifecheq accredited practice

Access our free, innovative platform that makes it quicker and easier to provide personalised advice and a holistic plan.

Here's how you'll improve your productivity, meetings and sales.

Leads generation

Receive quality leads.

Lifecheq saves your business countless hours by connecting your advisers to well-qualified leads who are already looking for financial advice.

The Lifecheq Plan

Collect data faster and receive intelligent recommendations.

The Lifecheq Plan is your intelligent thinking partner that helps you do better work for your clients, quicker. It’s dependable and inspires financial confidence. It empowers you to serve multiple client needs in one interaction. So you’ll be able to provide comprehensive advice, while building client relationships and improving sales.

Adviser portal

Spend less time on admin and more with clients.

Integrated workflows

Our portal is designed to be client- and adviser-facing and your client’s activity connects seamlessly with your workflow.

Automated compliance

All you need to do is complete the Financial Needs Analysis. The quote, record of advice and other documents are all automatically generated and ready for signature.

CRM

Besides the usual functionality you’d expect from a CRM, ours incorporates workflows and reminders of annual reviews.

Full service life cycle

Manage product holdings with providers and allow clients to self-service on basic functionality to save time and create more immediacy.

Client Portal

Financial headquarters for your client.

Access to clients’ Lifecheq plan

Easily explore different scenarios and see how changes could impact their life by viewing and tweaking plan details.

Send e-forms for pre-meeting prep

Save time and be better prepared for your appointments by sending clients their own secure portal to complete any missing information.

View all their important info

Your clients can conveniently access their statements, portfolio holdings, and key policy information in one, secure place.

A comprehensive range of products.

Life
Insurance

Retirement
planning

Savings and
investments

Short-term
insurance

Medical aid
and gap cover

Tax
advice

Estate
planning

Debt
Counselling

Mortgages,
lending

Boost your earnings with an ongoing advisory service.

This optional addition lets you support your clients in the long-term with your expertise, helping them stay on track with their goals. It’s an opportunity to build deeper relationships and a recurring income stream.

1
Get notified of a new lead
2
Meet with your new client and
complete their holistic plan
3
Help your client with recommendations
and fulfilment of their first products
4
If client opts in, continue advising them
on a once-off or ongoing fee-based basis

Our partners