Join a unique world first and receive world class service.

Join a unique world first and receive world class service.

Join us so we can take care of you, your business and your family.
You are only one click away from joining a unique world first and receiving a world class service.
For R345pm you get all this:

360° RiskReview™  - Risk Analysis
Exper(t)ienced Advice™  - Guided Access
1 Contact 24|7|365™  - WhatsApp Client Service
Remind Me 365™  -  Never Forget Important Dates
Great Scott Concierge™  - Concierge Desk
Scott Connect™  - Digital Telco Services
Goodbye Guardian - Legacy Services
Ask Doc™  - Peace of Mind on Call
Private Client Club™  - Networking Membership

You live.
We take care.

How do I join and get 360° Peace of Mind?

Web or Referral

You make contact with us via our website, or you are referred by one of our existing private clients.

Contact you

We phone and WhatsApp you within minutes to introduce ourselves and explain more about our private client offering.

360° Risk Review

We then send you a link to our 360° Risk Review via WhatsApp - it will take you less than 30 min to complete.

Meeting

Upon completion of the 360° Risk Review we set up a face-to-face meeting with you or a virtual meeting if you prefer that.

360° Risk Score

Before we meet with you, we see study the 360° Risk Review content in detail so that we have a meaningful discussion when we meet and don’t waste anyone’s time. We also issue you with a 360° Risk Score to explain your current risk position.

Quotes

When we meet, our expert advisor will highlight the types of products and services that suit you best. We then arrange for the appropriate quotes to be conducted by the chosen financial service providers.

1Contact

We co-ordinate all meetings and administration between you and the financial service provider via our 1Contact Service.

Acceptance

Once you are happy with the quotes, the insurer issues the policy.

Sign up

We then send you a welcome mail with a payment link to officially sign up for our exclusive Private Client Advisory services with your credit card. The monthly fee of R345 gives you access to these 10 out of 10 exclusive services:

360° RiskReview™  - Risk Analysis
Exper(t)ienced Advice™  - Guided Access
1 Contact 24|7|365™  - WhatsApp Client Service
Remind Me 365™  -  Never Forget Important Dates
Great Scott Concierge™  - Concierge Desk
Scott Connect™  - Digital Telco Services
Goodbye Guardian - Legacy Services
Ask Doc™  - Peace of Mind on Call
Private Client Club™  - Networking Membership
Scott Bucks™ - Rewards Programme

Onboarding

We then onboard you personally via our 1Contact 24|7|365 WhatsApp Service and:

  • Share Emergency Contacts to be saved on your phone.
  • Schedule important date reminders.
  • Share more about our Great Scott Concierge services.
  • Set up your Scott Bucks Rewards profile.
  • Finalize and safekeep your Goodbye Guardian legacy info.
  • Share your business bio to the exclusive Private Client Club.
  • Take care of you and your family so that you can live your best life.