Experts in Risk and Investment Planning
Learn more about who we are, what we believe in, and how we help South Africans create long-term financial security through trusted life insurance, investment solutions, and personalised financial advice.
Your Trusted Partner
in Life Insurance &
Investment Planning
At First Step Life, we believe true financial security isn’t about guessing your future, it’s about planning for it with clarity, confidence, and care.
We’re an independent financial services provider based in South Africa, offering tailored life insurance and investment planning solutions that evolve with you. Whether you’re protecting your family, planning for retirement, or building long-term wealth, our mission is simple: to help you make smart, informed decisions that last a lifetime.
First Step Life is
Registered & Compliant
First Step Life is a registered Financial Services Provider (FSP No. 45615), fully licensed and compliant with the Financial Sector Conduct Authority (FSCA). We strictly adhere to POPIA and FAIS regulations, ensuring that your information, and your future, are always handled with integrity.
Why Clients Trust Us
We provide independent financial advice tailored to your life — offering long-term insurance and investment planning solutions with honesty, clarity, and personal support you can count on.
Truly Independent Advice
We’re not tied to any single insurer or provider. That means we work for you, not a commission structure — offering unbiased recommendations based on what fits your life.
Tailored Financial Solutions
No two lives are the same. We assess your goals, risks, and lifestyle to design a plan that meets your specific needs — from personal risk cover to retirement planning and investment growth.
End-to-End Support
From your first consultation to claims assistance and annual reviews, we’re with you every step of the way. When life changes, so should your financial plan.
Fast, Personalised Service
We pride ourselves on real relationships and quick turnaround times. When you call, we answer — and when you need support, we act.
Let’s Plan Your Future Together
Whether you’re just starting out or looking to optimise your current financial strategy, we’re here to help. Book a free consultation and let’s build your future — one smart decision at a time.