Thrive Financial Connect

Understand your financial health in minutes.

Take a free financial health assessment and receive personalised insights into your retirement, investments, insurance, tax and estate planning needs.

Free for consumers · Verified advisors only · POPIA compliant

How it works

1

Complete your assessment

Answer a few simple questions about your finances, goals and priorities.

2

Get personalised insights

Receive a financial health score and identify the areas that may need attention.

3

Choose your next step

Use the insights yourself, or connect with a verified advisor if you'd like professional guidance.

Are you a financial advisor?

Join Thrive and connect with consumers who are actively seeking guidance in your areas of expertise. Build your professional profile, showcase your specialisation, and grow your practice with confidence.

Join as an advisor