Starting out
Building the foundation in your 20s and 30s, or navigating a first big raise before lifestyle creep does it for you.
Read: The 20s →
Growing a family
Protecting the people who depend on you — from a new baby to blended and single-parent households.
Read: For Families →
Approaching or in retirement
The decade where decisions carry the most weight, and making your money last for as long as you do once you're there.
Read: Nearing Retirement →
A lump sum has arrived
An inheritance, payout, or windfall that needs a considered plan rather than a quick decision.
Read: For Those With Lump Sums →
Going through a transition
Divorce, retrenchment, or financial emigration — moments where the financial and emotional decisions are tangled together.
Read: Divorce — The Financial Anatomy →
Looking for a second opinion
If your current adviser isn't meeting your expectations, we're glad to have that conversation — and to help manage the transition if you decide to move your affairs across to us.
Not sure where you fit?
That's what the first conversation is for. No forms, no commitment — just a chance to talk through where you are.
Book a consultation
Temple Alliance (Pty) Ltd is an authorised Financial Services Provider (FSP No. 45325). This information is provided for general purposes only and does not constitute financial advice. For advice tailored to your personal circumstances, please consult a qualified financial adviser.