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Secure your tomorrow with
Iemas Insurance Brokers

Welcome to the Iemas Financial Wellness Portal!

This portal is your own secure space in the cloud where you can update all your financial profiles and determine if you are adequately secured for the future.

This online assessment tool is not a replacement for your financial advisor. It is merely a calculation tool to assist you in determining your current financial position on your journey towards holistic financial wellness.

Why is this such a handy tool?

This digital service enables you to edit your information and recalculate – thus you do not have to start all over again if you have changed anything in your original calculation.

You can use the outcome of your assessments to:

  • Register on the Portal after which a qualified financial planner will contact you to assist with your need/s  indicated. All taxes, levies and duties will be included in their assessment
  • Contact Iemas to assess your current short-term insurance policy
  • Keep tabs on your investments
  • Update your Will
  • Keep copies of all your financial documents in your Secure Online Financial File

How it works

1)  The assessments provide you with an accurate analysis as it allows you to add, edit and track 
     your income, 
expenses, assets and liabilities which will enable you to:

  • Re-asses your income streams (i.e determine which percentage of your income is active income and
    which percentage is passive)
  • Calculate what it costs to fund your current lifestyle
  • Estimate what it would cost your estate to fund your family's lifestyle if you die or became disabled
  • Enable you to plan better to secure your and your family’s future when you retire 

2)  You can upload, download, read, attach and print the following documents from any computer
      anywhere in the world.

  •  Last Will and Testament
  •  Ethical Will
  •  Marriage/Divorce Certificates
  •  Contracts and Agreements
  •  Identity Documents
  •  Drivers Licence
  •  Latest SARS Certificates
  •  Deeds of Sale
  •  Latest Financial Needs Analysis
  •  Compliance Documents (FICA)
  •  Financial Services Agreements
  •  Medical Aid Agreement
  •  Insurance/Assurance Schedules
  •  Vehicle Registration Papers
  •  Lease Agreements
  •  Vehicle Tracking Certificates
  •  Proof of payments (e.g. tax invoices) for high worth All-Risk items - i.e. jewellery, electronics etc.

You can rest assured that your family will have access to all your important documentation if the need arises.   

Privacy Policy

Iemas Insurance Brokers and its employees respect your privacy and the confidentiality of your personal information.

Personal information that you supply to us via this website and via e-mail (“your personal information”) is only used and processed for the purpose:

  • For which we request the information, as stated in the relevant email;
  • To the extent necessary to enable Iemas Insurance Brokers to meet its obligations to you; and/or
  • To comply with Iemas Insurance Brokers.

Iemas Insurance Brokers will not disclose your personal information to third parties, unless:

  • Iemas Insurance Brokers is permitted or required to do so by law; or
  • It is in the public interest to do so; or
  • It is necessary to protect the rights of Iemas Insurance Brokers; or
  • You have expressly authorised Iemas Insurance Brokers to do so.

Iemas Insurance Brokers may from time to time use your personal information to compile profiles for statistical purposes. However, such profiles or statistical data cannot be linked to any identifiable individual.

Iemas Insurance Brokers has put controls in place to prevent unauthorised access to, modification or destruction of your personal information, whether accidental or deliberate. These controls are based on the requirements of the business and conform to commonly accepted industry standards as well as contractual and legal requirements.

Iemas Insurance Brokers reserves the right to amend this online privacy policy at any time by posting the amended policy on its website. Unless otherwise stated, the current version will apply each time you access our website.

How to set up a power password:

a) Go to the Login Tab on the home page

b) Must be at least 8 characters long

c) Must have:

  • Uppercase characters (AAAAA)
  • Lowercase characters (bbbb)
  • Numbers (1234)
  • Special characters (!&^%$)

Important: Set up a power password immediately after logging in for the first time.