Your Legacy.

The crown that sits atop a lifetime of dedication to the ones you love most.

"We make a living by what we get, but we make a life by what we give."

Winston Churchill

"To make people healthier, and enhance and protect their lives."

Core purpose, Discovery

About Lionsgate Capital

At Lionsgate Capital, we create financial solutions which are simple, smart and secure. Our singular focus is to aid you in achieving your future goals by customising wealth preservation and enhancement solutions for you and your business.

As a proud member of the 1.618 Group we are privileged to offer our clients a bespoke selection of products and services from the Discovery Group of companies, encompassing Discovery Life, Invest, Health, Insure and Vitality.

In every engagement we strive to deliver on Discovery’s core purpose: To make people healthier, and enhance and protect their lives.

Individual Risk Insurance

Our goal is to provide you with the tools and information that will put you in control.

Our Individual Risk Assurance service ensures financial security for your family when you pass away. It protects your income if you become disabled and further provides for additional expenses if you become impaired or critically ill.

Lionsgate Capital understands that a single person would protect their lifestyle in ways that are different from those who are married, those who have children, or someone preparing to retire. As you encounter various life events, your needs change. We understand this and want to help you plan ahead as effectively as possible.

The insurance needs our clients typically address include:

1. Providing for your family and paying off debt if you pass away

2. Protecting your income and paying off debt if you become disabled

3. Providing for medical expenses and lifestyle adjustments if you become critically ill

4. Income replacement benefits – catering for existing expenses and debt if you become temporarily or permanently disabled

5. Lifestyle protection benefits – catering for unforeseen expenses brought about by a critical illness, impairment or death

Estate Planning

Estate planning involves making plans for the transfer of your estate after death. Your estate consists of all property that belongs to you. This can include: cash, clothes, jewellery, cars, houses, land, retirement, investment and savings accounts, etc.

Estate Planning usually has several objectives and goals which include:

1. Making sure your estate is protected and transferred to your intended beneficiaries
2. Minimising tax implications
3. Assigning guardians for minor children
4. Setting up of testamentary trusts for your children
5. Minimising or negating deceased estate legal expenses in order to preserve your estate for your beneficiaries

Smart Wills

The Legacy Protection Plan™ by Capital Legacy is what powers our Wills. After a basic profile of your estate is created, we are able to calculate the extent of the legal fees that would be required to administer your estate.

The Legacy Protection Plan™ addresses the most pressing concern with regard to the administration of deceased estates - illiquidity.

The policy creates an insured legal service facility which absorbs any legal fees associated with the administration of your estate and provides an immediate cash benefit to your loved ones. This ensures that none of your assets will need to be sold at a discounted value in order to provide for this liquidity and unnecessarily compromise the value of your estate.

Click Here To Get A Will

Retirement Planning

Secure Your Future

After years of being committed to your career, there will come a time when you can sit back and enjoy the fruits of your labour. You may not be sure of your retirement plans, but with Lionsgate Capital you can be sure that you will be financially stable and able to enjoy your golden years in comfort.

What does Retirement Planning include?

Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. It includes identifying: sources of income, estimating expenses, implementing a savings program, and managing assets. Moreover, future cash flows are estimated to determine if the retirement income goal will be achieved.

The non-financial aspects include lifestyle choices as how to spend time in retirement, where to live, etc. A holistic approach to retirement planning considers all of these areas.

The emphasis one puts on retirement planning changes throughout different life stages. Early in a person’s working life, retirement planning is about setting aside enough money for retirement. During the middle of an individual’s career, it might also include setting specific income or asset targets, and taking the steps necessary to achieve them. In the few years leading up to retirement, financial assets are more or less determined, and so the emphasis changes to non-financial lifestyle aspects. No matter where you may be on your retirement planning path, you can turn to Lionsgate Capital to ensure that your transition to retirement life will be as smooth as possible.


Lionsgate Capital will assist in finding the best investment solution tailored to your needs.

To help you meet your investment objectives, Lionsgate Capital offers you a wide and innovative range of investment and retirement options to choose from.

To make the selection process easier for you, our investment plans are grouped into four sections:

Local Investments

Lionsgate Capital offers the following local investment plans:

  • Endowment Plan
  • Flexible Investment Plan

These plans are tailored to meet your investment needs. They take into account your need to access investment funds and give you the tax efficiency you desire, as well as the investment time horizon you need.

Guaranteed Investments

Our Guaranteed Plans give you a guaranteed return on your lump-sum contribution at the end of five years. These plans allow you the guaranteed growth and security of your investment. Lionsgate Capital offers two Guaranteed Investment plans:

1. Guaranteed Growth Plan
2. Guaranteed Income Plan

Offshore Investments

Lionsgate Capital offers a wide range of offshore funds, managed by some of the most experienced global fund providers. Our offshore plans offer you the opportunity of international diversification by currency, geographic region and asset class.

1. Offshore Endowment Plans
2. Offshore Flexible Investment Plan

Retirement Investments

Lionsgate Capital offers the ultimate structure to save for retirement as well as an income when you are retired.

Each plan has specifically designed features that help you plan for a secure future. Lionsgate Capital offers the following plans to ensure that your lionshare is protected by offering you the following:

1. Retirement Plan
2. Preserver Plans
3. Retirement Income Plan

Please speak to a consultant to find out more.

Medical Aid and Gap Cover

Medical Aid:

Hospital and healthcare costs are escalating rapidly and the options are daunting and often difficult to compare and evaluate. We offer professional, experienced service to help guide you through the process.

Whether you have a company that requires a medical scheme for employees, or you are an individual who needs health cover, Lionsgate Capital help you make sense of the options so that you can make an appropriate and cost effective choice. Discovery Health is the largest medical scheme in South Africa and offers industry leading benefits to policyholders. Speak with one of our professional financial advisors to find out more.

Gap Cover:

Lionsgate Capital provides specialised medical gap cover designed to reduce the financial burden of high medical costs when you or one of your family members are hospitalised. Considering the low cost of the insurance and the potential benefits, these products are essential and will give you peace of mind when you need it most.

Group Benefits

With increased competition brought about by demanding economic circumstances, today’s business environment is more competitive than ever before. In order to keep afloat is it of the utmost importance for businesses to focus on their core competencies of revenue streams and productivity. While you focus on the bottom line of your business, Lionsgate Capital will take care of your workforce. We are solutions driven, geared to providing flawless service, and relentless in our mission to ensure that your most important assets are protected.

Lionsgate Capital’s Group Benefit offering provides the following:

We will conduct a comprehensive and holistic Business Needs Analysis to establish your company’s financial risk. Our tailored legal services, insurance and healthcare plans are developed around this analysis. We work with you, educating you about these products to ensure that your staff and your company achieve our ultimate goal of personal and financial prosperity.

HealthCare Benefits

Ensure your staff receive the best medical attention when they need it.

We employ qualified healthcare specialists who will work closely with your HR team, led by a single key account managers charged with overseeing every detail related to the wellness of your employees. We also place an administrative team at your disposal, who are responsible for managing queries related to claims, as well as assisting with wellness programme benefits. We provide one-on-one consultations to help employees select the medical plans best suited to their needs, as well as host wellness days at your request.

Employee Benefits Services

1. Life assurance - protection against death, disability and severe illness for your employees
2. Provisions for retirement - group retirement annuities, pension and provident funds
3. Provision for incentives - capital investments and employee retention plans

To assist your employees in fully understanding these benefits, we offer individual financial advice for each employee, helping them to achieve their financial aspirations. We further communicate the actual worth of their benefits on an annual basis as well as on request. Lionsgate Capital will also host open enrolment meetings at your premises, where we will provide resources which explain the benefits in greater detail.

Owing to our expertise in corporate and contractual law, as well as our vast knowledge of investments and risk cover we are able to offer business owner and employer services, which are tailor made t o meet the specific needs of your business regarding:

1. Owner protection (buy and sell agreements and income protection).
2. Entity protection (key person insurance, contingent liability cover, and business overhead protection).
3. Business insurance (commercial insurance, litigation risk, corporate and international insurance).
4. Entity provision (loan account protection, endowments, sinking funds and linked investments and employee retention solutions).

Protect Your Business

Lionsgate Capital offers business assurance through the following range of solutions:

1) Business Investment Plans
2) Buy and Sell Agreements
3) Key Person Insurance
4) Loss of Income Protection
5) Contingent/Personal Liability Plan
6) Preferred Compensation Plan

Please contact us to arrange a consultation with one of our senior advisors

Short Term Insurance

Short-term insurance encompasses insurance to protect your assets and material possessions. Amongst others these include:

1. Vehicle Insurance
2. Property Insurance
3. Household Insurance
4. Medical Insurance
5. Personal Liability Insurance
6. Travel Insurance
7. Business Insurance

Short term insurance is taken out only for a specific period of time or need. This insurance option has provided many South Africans with the opportunity to cover the financial risks to their material possessions without paying hefty premiums. Lionsgate Capital aims to assist you by ensuring that you have adequate cover in place, and should a claim arise, that you have a partner you can trust to guide you through the entire process.

Allied Benefits
Our Capital Legacy clients have access to a range of Allied Insurance benefits made accessible through the Legacy Protection Plan. Please speak to your consultant for further details.

Corporate Will Days
The cornerstone of any risk portfolio is your Last Will and Testament, however this is rarely done by corporate benefits organisations. Having a valid Will is imperative to all employees in your company, particularly those with children. Please get in touch with us below for further information.

Executor Services
As a registered member of the Fiduciary Institute of South Africa our specialist fiduciary company, Capital Legacy Fiduciary Services, is available to assist with any matters relating to the administration of deceased estates. Please get in touch with us below for further information.


Are you a professional Financial Advisor, do you think you fit our profile?

We are a bespoke financial services company, boasting a team of highly professional Financial Advisors .

We are looking to appoint skilled, qualified Financial Advisors who have a full qualification in place, 120 credits and regulatory exams done with at least 2 years industry experience.

We offer our Financial Advisors great resources to grow their business and help their clients gain impressive financial portfolios.

To apply send a copy of your CV to:

Contact Us

Leave a message

Your Name (required)

Your Email (required)


Your Message

Ground Floor, Block B
The Ambridge Office Park
Bryanston, Sandton