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Your complete financial picture — updated by your advisor.
Total investments
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Monthly premiums
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Short-term insurance
Only policies held through Advice MRI are shown here.
Life & risk cover
Your personal risk products — protecting you and your family.
Investments
Your portfolio — updated by your advisor.
Estate planning
Making sure your wishes are protected.
Retirement planning
Your journey to financial freedom.
Tools & calculators
Run the numbers on your financial goals.

RA Tax calculator

Calculate your retirement annuity tax saving.

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Life cover calculator

How much cover does your family need?

Inflation calculator

What will your money be worth?

Emergency fund

How much should you have saved?

Compound interest

Watch your investments grow.

Full needs analysis

Ask your adviser for a complete review.

Claims
Submit a claim — your adviser is notified instantly.

Submit a new claim

Documents
Policy schedules, tax certificates, and more.

Submit documents to your adviser

Drag and drop files here — your adviser will be notified immediately.

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PDF, JPG, PNG — max 10MB each

Files are encrypted and stored securely. Only you and your adviser can access them — in accordance with the POPIA (POPI Act).

Tax summary & bookkeeper

Annual tax-relevant figures based on your active policies. Add your bookkeeper's details to include them on the printout.

Tax year summary
Bookkeeper / accountant details
Renewal notifications
Accept, revise, or call your adviser — they see your response immediately.
Get new cover
Tell your adviser what you're interested in — they'll be back within 24 hours.

Motor insurance

Car, bike, caravan

Home & contents

Buildings & contents

Life cover

Protect your family

Income protection

If you can't work

Disability cover

Lump-sum benefit

Dread disease

Critical illness cover

Retirement annuity

Tax-efficient saving

Unit trust / TFSA

Grow your wealth

Will & estate

Protect your legacy

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Data & privacy (POPI Act)
Under the Protection of Personal Information Act (POPIA), you have the following rights regarding your personal data stored in this app:
  • Access — request a copy of all data we hold on you
  • Correction — update any inaccurate personal information
  • Deletion — request that your data be permanently removed
  • Objection — object to any processing you did not consent to
To exercise any of these rights, contact your adviser directly. They will respond within 5 working days.

Responsible party: your financial adviser · Contact through the secure in-app channel · Information Officer per POPIA s.55

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Aria · Advice MRI
Portfolio support · General conversation · Personalised advice remains with your adviser
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🌅 RA Tax Calculator 2025/26
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Your RA contribution