Knowledge Base
(Get a feel for the technology)



How to purchase any of the Myprotector services?




All of the Myprotector services MUST include a Financial Planning platform and the FREE family services policy. The reason for this is so that an executor, trustee or if necessary a Myprotector attorney can use the relevant information to deliver on the service required.

Step - 1       Step - 2
   
   
You get:
   
You get:
A private planning platform
   
FREE services software
A FREE family support services policy
   
Specific services policies
Secure cloud hosting
   
much more...
Unique services
   
much more...
   
 

Just when you thought it couldn't get any better...!
Buy the FinPlan and GIVE the additional 5 FREE planner licenses to your family. That way they don't have to pay for their own FinPlan which will save them the R250.00 each month...





The following steps will explain the procedure in more detail:



  • STEP 1 - Click on any of the Myprotector 'Services ' button as shown below. You will be able to adjust your selection from within your FinPlan dashboard once you enter your private site.


  • STEP 2 - When you click on the 'Get Started' button, you will be re-directed to a quick application form.



  • STEP 3 - Complete the quick application form and don't forget to tick the terms and conditions box.



  • STEP 4 - Please click on the 'ENTER my SITE' button. Your welcome letter will also be sent to you at this time and it will include a financial planning strategy for you to follow.


  • STEP 5 - You have arrived at your FinPlan dashboard. From this page you will have access to either your 'My Planner' or to the 'My Services' pages.



Now to purchase any or all of the Myprotector services...

  • STEP 6 - Click on the 'My Services' button as shown below:

  • STEP 7 - Once you are there, make a selection and consider taking advantage of the discounted fees for all services.

You will be guided through the rest of the purchasing processes when you get your acceptance letter