Your whole picture, in one place.
Every asset, every policy, every document. No spreadsheets. No hunting for last year's statement. No wondering what you actually own.
Your money, finally
Your retirement, assets, policies and documents in one calm view. Yours to share with an advisor, or keep to yourself. Free either way.
SimVida is a technology platform, not a financial service provider.About a minute. No sign-up to watch.
How are you doing?
Tell us a little about where you are. Move the sliders. See what small changes could do. Two minutes, no sign-up required.
42
R1m
R8k
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Assumptions: 10% growth, 6% inflation, contributions escalating 10% a year, life expectancy 90. Sign in to tune these to your situation.
You've probably had the feeling.
The one about your retirement, your savings, your policies. All the pieces of your financial life, scattered across too many places.
Your statements live in five different inboxes. The jargon takes more energy to decode than it saves. You can never quite tell where you actually stand.
We've had that feeling too. So we built something different: a single view of everything you've saved, everything you're covered for, and what it all adds up to. In plain language. Alongside whoever's helping you plan.
Quiet. Clear. Yours.
Your money's history, finally yours.
Two questions worth asking before you hand a lifetime of records to anyone: can I trust them to hold it, and can I get it back when I want it.
For the first time, the answer to both is yours, not theirs.
We hold it carefully.
Bank-grade encryption. POPIA-compliant. SimVida doesn't sell your data, doesn't make money from your investments, and has nothing on the platform that gains from seeing more of your file. The only thing we do with your data is show it back to you.
You can take it with you, any time.
Export your full record at the press of a button. Delete it whenever you want. No lock-in, no penalty, no waiting period. If you leave SimVida, you leave with everything you brought, plus everything you've built since.
Three things SimVida does for you.
Whether you're on track, and what to do next.
Retirement scenarios you can play with. "What if I contribute R2,000 more a month?" Drag a slider, see the answer.
With an advisor who's actually on your side.
Every advisor on SimVida is vetted for transparency, fair fees, and the kind of service you deserve. You and your advisor see the same view, work on the same scenarios, and stay on the same page.
Two ways to use SimVida.
Free either way. Start wherever you are; move between them whenever it suits you.
A shared view, with whoever's helping you plan.
Every vetted advisor on SimVida invites their clients onto the platform as part of how they work. You see exactly what they see. Scenarios you can build together. Documents in one place.
- Your advisor pays the seat fee to use the platform with you
- You control what you share, and when
- Try, switch, or leave, whenever you want
Track your whole picture, without an advisor.
Sign up directly and use the full view of your financial life solo. Every asset, every policy, every document, in one place. Find an advisor through SimVida later if and when you're ready.
- Free for you to use, no catch
- Scenario tools and projections included
- Every advisor you'd meet through SimVida is pre-vetted
How we make our money.
Advisors pay a seat fee to use SimVida with their clients. That's it. We're not paid out of your investments, not paid by product providers, not paid to show you one fund over another. The platform earns by helping advisors do their job; you use it for free.
Because we're paid up front rather than from inside your assets, nothing on SimVida has anything to sell you. The numbers you see are the numbers. The recommendations you read are recommendations, not commissions in disguise.
How it works
Free for you to use. No subscription, no per-feature charges, no lock-in.
Two ways in. If you've got an advisor, they'll usually invite you to join (they pay the seat fee to work with you on the platform). If you haven't, you can sign up directly and use the full view of your financial life on your own.
Find an advisor when you're ready. Every advisor on SimVida is vetted. Try, switch, or leave, whenever you want.
There's always a next step.
Late start? Still possible. Mid-career? Plenty of runway left. Nearly there? Let's make sure you land well.
No guilt about the past. No lectures. Just one small change at a time, and a view of what it could do.
Things worth knowing, explained clearly.
167 short lessons on fees, retirement, tax, cover and choosing an advisor. About a minute each. No jargon, no scare tactics.
Fees and costs · 1 min read
Why investment fees matter more than they sound.
One percent of R500,000 is R5,000 a year. Then it is charged again the next year, and the year after that.
Retirement · 1 min readStarting late is serious, not hopeless.
Nobody wants to hear “you should have started sooner”. Here are the levers a plan can still pull.
Financial advice · 1 min readWhat should happen in a first advisor meeting?
Discovery before recommendation. What a good first conversation covers, and what should not appear in it yet.
Retirement · 1 min readWhat is a living annuity?
Flexible income, savings that stay invested, and the risk of drawing too much. The trade-off in plain terms.
Retirement · 1 min readRetirement planning is really income planning.
The number on the proposal is not the point. What matters is the income it has to produce, and for how long.
Documents and reviews · 1 min readA will is part of the record, not the whole estate plan.
Ownership, beneficiaries and debts settle a great deal before a will does. What to keep together, and why.
Built by people who know this industry from the inside.
SimVida is a technology platform, not a financial service provider. We don't give advice. We build the tools advisors use to serve their clients, and we only let on the ones we trust. Decades of working inside the industry taught us what was missing; SimVida is us building it.
Founder
Eugene Maree
25+ years in South African financial services. Standard Bank investment banking, STANLIB retail advisory, Liberty Life independent advisor division. Founded Wealthport LISP, the first independent LISP in SA to accommodate ETFs and structured products. Built SimVida to give clients and advisors the kind of tools he's always believed the industry needed.
Co-founder
Peter Koen
20+ years at the intersection of design, technology and business. Co-founded InfoSlips, electronic communications platform serving 65% of the JSE Top 100. Founded pondo design collective in Cape Town. Designs SimVida's product.
Head of Operations
Fiona Butler
12+ years in insurance (underwriting, claims, operations). BPharm and biomedical technology diploma. Former Olympic hockey player (2004, 2008). Cares deeply about insurance education and making sure clients get value.
Project Manager
Laura Beaumont
14+ years as a content specialist and project manager. Computing and information systems honours (Monash). Keeps the whole thing moving.
Vetted
Every advisor on the platform
POPIA
Your data stays yours
256-bit
Bank-grade encryption
ZA
Built for South African clients
The answers, plainly.
Is SimVida a financial advisor?
No. SimVida is the technology platform your advisor uses to work with you. All advice comes from real, licensed human advisors. Our job is to vet who we let onto the platform, and to build tools that make their work clearer and more transparent.
What does SimVida actually cost me?
You use it for free. SimVida earns from advisors, who pay a per-seat fee to work with their clients on the platform. If you have an advisor, they pay the seat. If you don't, you sign up directly and use it solo while we build the rest. What you invest, how, and where, stays between you (and your advisor, if you have one).
What if I don't have an advisor yet?
Two options, both free. Use the platform on your own to keep track of your retirement, savings and policies in one place, with no advisor involved. Or find one through SimVida when you're ready: every advisor on the platform is vetted for transparency, fair fees, and the kind of service you deserve. Either way, you stay in control: try, switch, leave, whenever you want.
Is my data safe?
Yes. Bank-grade encryption, POPIA-compliant. You own your data. We'll never sell it. You can export it or delete it at any time.
Can I leave?
Yes, any time, without penalty. No lock-in. Take your data with you.
Who's behind SimVida?
Eugene Maree, a 25-year veteran of SA financial services, and Peter Koen, a designer with 20 years in the industry. The full team is here.
Is this a robo-advisor?
No. SimVida isn't an advisor at all, robo or otherwise. It's the platform your advisor uses to work with you. Every advisor on SimVida is real, human, and vetted by us before we let them on.
Ready to see your complete picture?
Sign up takes two minutes. It's free. There's nothing to lose by looking.