Financial Advisory Reimagined
The central billing and client management gateway for FSP-licensed advisors. Reduce admin friction, automate payments, and focus on what matters—your clients.
The Challenges We Solve
South African financial advisors face fragmented systems, failed payments, and complex claims. We built Wealth Concierge to change that.
Billing Friction Eliminated
Practice settlement details are managed securely, with card payments handled through Paystack.
Claims Made Simple
MedClaim Assist integration handles the complexity of medical claim shortfalls and rejections, ensuring your clients get what they're owed.
Zero-Commission Insurance
Our GoBeyond life insurance model eliminates large upfront payments for clients and claw-back risks for advisors. Monthly billing, sustainable growth.
How Wealth Concierge Works
A streamlined process connecting clients with trusted advisors
Find an Advisor
Browse our public directory of FSP-licensed financial advisors
Get Invited
Advisors send personalized invitations to prospective clients
Choose Your Plan
Select from GoBeyond products tailored to your needs
Sit Back & Relax
Automated billing and expert claims support handle the rest
Services That Go Beyond
Comprehensive financial products designed for transparency, value, and peace of mind
Gap Cover
Protection against medical aid shortfalls
- Hospital gap coverage
- Co-payment protection
- Easy claims processing
Health Insurance
Comprehensive health coverage management
- Medical aid oversight
- Claims advocacy via MCA
- Regular plan reviews
Life Insurance
Zero-commission life coverage
- No large upfront costs
- Monthly affordable premiums
- No claw-back risk
All-Inclusive
Complete financial protection package
- All products combined
- Priority support
- Best value pricing
Built for Everyone
Whether you're an advisor streamlining your practice or a client seeking expert guidance
For Advisors
Streamline your practice
- Automated billing with verified bank accounts
- Reduce failed payments with CDV & AVS-R
- MedClaim Assist integration for claims
- Zero-commission life insurance options
- TAP System for time & attendance tracking
- Public advisor directory exposure
For Clients
Set it and forget it
- Personalised gap cover management
- Expert claims advocacy with MCA
- Transparent, automated monthly billing
- Affordable zero-commission life insurance
- Direct communication with your advisor
- Track claim status and history
TAP: Time & Priorities
A practice management tool for advisors who want to track time, manage attendance, and collaborate with their team. Available as an affordable monthly add-on for any user.
- Clock in/out with daily priority logging
- Team attendance auditing and reporting
- Configurable work hour rules
- Leave management and balance tracking
Today's Session
Monday, 27 Jan 2026
6h 24m
Time Logged
3
Tasks Done
2
Remaining
Ready to Transform Your Practice?
Join the growing network of South African financial advisors who are streamlining their operations and delivering exceptional service to their clients.
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