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MyGenie

Living Financial Model

person/family/business
✦ High Five Meerkat Genie for a Wish!

Your financial life is a journey. MyGenie makes it a dream come true!

Real-Time Dynamic Life Projection

Financial blind spots

MyGenie helps you become aware of financial blind spots

By knowing what you don't know, you can make more informed decisions and build a more secure financial portfolio.

Saving early vs saving late

Ten years of contributions in your twenties can beat thirty-five years of the same contribution started a decade later. Time in the market does the work, not the size of the deposit.

R0R5mR10mR15m203040506065R14.9mR11.5m
Early investor · age 20–30

Puts in R600,000 · ends with R14,903,287

Late investor · age 30–65

Puts in R2,100,000 · ends with R11,469,412

Early investor ends ahead by

R3.43m

Extra the late investor paid in

R1.5m

3.5× the contributions

Every R1 the early investor put in

25×

Late investor: 5×

Illustrative only, at 8% compounded monthly with contributions at month end and no fees, tax or inflation applied. Real returns vary year to year.

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Personal Life Model

Career, home, vehicle, investments and retirement modelled on one timeline — with the tax and inflation assumptions shown, not hidden.

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Family Wealth Planning

Two incomes, education funding, protection cover and estate structuring, so a milestone in one place shows its cost everywhere else.

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Business & Enterprise

Key-person exposure, buy-and-sell funding, loan accounts and succession value — modelled alongside the owners' personal plans.

Ready to talk to MyGenie and build your Model Financial Success?

MyGenie will help you to avoid missing out on a true wealth building experience with information that's normally only reserved for the ultra rich.

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