How it works

Step 1

Answer a quick set of questions about your habits, feelings and current financial setup.

Step 2

Instantly see your personalised radar of financial strengths and gaps that need attention.

Step 3

Receive clear next steps and optional expert guidance from a Doshguide financial advisor without the sales agenda.

Benefits of taking the quiz

Get a clear and detailed snapshot of your overall financial wellbeing.
Identify the “blind spots” that quietly undermine confidence and progress.
Learn exactly what to focus on over the next 30 days to take control of your finances.
Access expert, 100% unbiased suggestions from Doshguide - designed to empower, not sell.

Here’s what our customers say

We're very happy with the monthly fee structure, especially that it's not a percentage of our investments. Overall, the experience has been great!

Kerryn Gray

I’ve really enjoyed working with my Doshguide advisor, Marcus. He’s warm, friendly, and genuinely cares about how money impacts my life. The financial roadmap gave me so much clarity and confidence in my goals, and I love the transparent approach of working with a flat-fee financial advisor.

​Cassandra Lee

Great Experience So Far!
My meetings were great, and I'm happy to say I'm still a client. So far, so good! I'm quite satisfied with the process and the approach and don't have any immediate suggestions for improvements.

Steven Macdonald

You’ll be scored against the following key areas:

Financial
Wellness

Explores your confidence, mindset, and emotional relationship with money.  

Cash Flow &
Emergency Funds

Looks at how well you manage day-to-day money and whether your buffers protect you from surprise costs.

Investment &
Wealth Building

Examines how deliberately you’re building wealth and whether your investments are structured in a cost-effective way.  

Risk &
Protection

Assesses whether your safeguards are in place and actually giving you peace of mind.

Tax
Optimisation

Reviews how strategically you use tax efficient accounts and deductions to keep more of what you earn. 

Personal Finance for Entrepreneurs

Assesses how effectively your business finances drive growth without putting your personal financial security at risk.

About Doshguide

Take control of your money with financial advice that’s truly on your side.

Doshguide is South Africa’s first 100% unbiased flat-fee financial advice platform, no commissions, no product pushing, and no conflicted incentives.

Doshguide partners with you to give you peace of mind, clarity, and confidence to build your ideal future.

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