Retirement
Explore retirement annuities, preservation and retirement-readiness questions through a regulated advice process.
Know Your NumbersAccountant referral desk
Introduced by an accountant you trust
Turn a financial signal into a clear next conversation.
Your accountant may see planning questions while working with your tax, cash flow or business records. Use this private form to choose what you want to discuss, record your contact permissions and then select a real time in Simba's Calendly calendar.
POPIA-aware data handlingUnticked consent choicesNo guaranteed outcomes
Planning areas
Common needs accountants notice early
These are conversation starters, not recommendations. Any product or advice decision follows the appropriate needs analysis, disclosures and suitability process.
Investments
Discuss investment goals, time horizons and suitable next steps without promises of returns.
Business assurance
Surface key-person, buy-sell, debt, overhead and business-continuity planning needs.
Employee benefits
Clarify whether retirement, group-risk or broader employee-benefit structures need specialist attention.
Consent before calendar
Your accountant shares the link. You decide what happens next.
- Your accountant does not send us a client database.
- You submit your own details and choose how you may be contacted.
- Permission to share with Sanlam is separate and optional.
- Only after your choices are recorded do we show live Calendly times.
Simple by design
From accountant insight to an adviser conversation
- 1
Notice
Your accountant identifies a possible planning need but does not give regulated product advice through this page.
- 2
Choose
You select topics and provide explicit contact and sharing choices.
- 3
Book
Calendly checks the connected calendar and offers only available Johannesburg times.
- 4
Assess
A regulated adviser follows the relevant advice and disclosure process directly with you.
For accounting practices
A reusable referral model that keeps you central.
Use a firm-specific link such as tax.knowyournumbersa.expert/?ref=your-firm&accountant=Your%20Firm. The form records the referring accountant or firm, protects the client's choices and preserves source attribution.
This page provides general information and a way to request contact. It does not provide automated financial, tax or legal advice, and it does not promise any financial, legal or product outcome. Availability, suitability, costs, risks and product terms must be confirmed through the relevant regulated process.