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Personalized insurance and financial planning designed around your unique life journey.

Crown Wealth

Where are you in your journey?
 

Young & Starting Out 🎓

Buying a Home 🏡

Growing a Business 💼

Investing and Securing Wealth 🌱

Preparing for Retirement👵

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About Us

At Crown Wealth, we believe financial planning is personal. For the past 9 years, we have helped individuals, families, and businesses protect what matters most and plan for the future with confidence. As passionate brokers and financial planners, we’re committed to offering tailored solutions that focus on your goals.

Signature Packages

Some of our featured signature packages below. Financial Packages are risk profile dependent. 

To find your perfect package client on the icon at the bottom of the section.

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Young and ambitious starter pack

Hospital Plan | Income Protection | Retirement Package | Last Will & Testament.

All of the above included:
From R2771

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Family First Protection Plan

Hospital Plan | Life Cover | Education Protection | Education Savings | Last Will & Testament | Estate Planing. 

All of the above included:

Family of 3 from R6000

Family of 4 from R7600

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Retirement Ready Roadmap

Retirement Annuity | Tax Free Savings | Retirement Planning Session

All of the above included:

From R1000

“Your service has been amazing.”

Grant, KZN

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Get in Touch

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