One complete system. Three ways to access it.
Every version covers the full estate-planning system. Choose how you want to go through it. All formats include lifetime access and a 7-day guarantee.
Lock in launch pricing
Prices return to standard rates when the timer hits zero.
PDF Reference Guide
- All 15 estate-planning chapters
- Estate duty, executor fees & CGT explained
- Trust structures in plain language
- 15-point planning checklist
- Printable. Instant download.
Complete Bundle
Save an extra R99 vs buying separately
- 15-module interactive playbook (R499 value)
- Printable PDF reference guide (R199 value)
- All 4 live calculators included
- 27-row SARS quick-reference table
- Save R99 vs buying separately
Interactive Playbook
- 15 interactive step-through modules
- 4 live estate-planning calculators
- Trust vs no-trust comparison tool
- Progress tracking & wealth scorecard
- Works on any device. No login.
Side-by-side comparison
| Feature |
PDF Guide
R199
|
Interactive Playbook
R499
|
Complete Bundle
R599
|
|---|---|---|---|
| All 15 wealth chapters | ✓ | ✓ | ✓ |
| Printable PDF reference | ✓ | - | ✓ |
| Interactive web app | - | ✓ | ✓ |
| 4 financial calculators | - | ✓ | ✓ |
| Chapter quizzes & scoring | - | ✓ | ✓ |
| Wealth scorecard | - | ✓ | ✓ |
| 15-point action checklist | ✓ | ✓ | ✓ |
| Attorney preparation roadmap | ✓ | ✓ | ✓ |
| Lifetime access | ✓ | ✓ | ✓ |
See your number before you decide.
Move the sliders. The result is what your family could lose under current 2025/26 SARS rules with no planning in place. The full system shows you how to reduce it, legally.
Your Estate Loss Snapshot
Indicative estimate based on current 2025/26 SARS rates.
Everything you need to know before you buy.
Is this legal or financial advice?+
No. Money Secrets SA is an educational digital product, not financial or legal advice. It helps you understand the legal structures, strategies, and SARS rules available to South African families so you can have more informed conversations with your estate-planning attorney or tax practitioner.
Is any of this risky or shady?+
No. Everything covered is written into South African law: wills, trusts, RA nominations, inter vivos structures, and SARS-approved planning tools. The goal is to help you understand what is legally available, not to suggest anything questionable. Every strategy is current as of 2025/26 SARS law.
Do I still need an attorney after working through this playbook?+
Yes, for implementation. This playbook doesn't replace an estate-planning attorney. What it does is help you arrive at those meetings informed. Module 15 specifically prepares you for those conversations with a roadmap of what to discuss, what to ask, and what to prioritise.
Is this too advanced for me? I'm not a financial expert.+
No. It's built specifically for South African families, not tax experts. The language is plain and the structure is step-by-step. Live calculators do the maths for you. If you have a house, savings, children, or a business, this playbook is written for you.
Is this only for wealthy people?+
No. The principles apply from your first home onwards. The R3.5M abatement means many middle-income families are exposed without realising. The playbook shows you exactly where you stand at your current asset level.
How is it delivered?+
Instantly. After checkout you get immediate access via web file (Interactive Playbook) or download (PDF). The Complete Bundle delivers both. No login, no subscription, lifetime access.