Guides and tools for every stage.
Free guides and tools for running your business, protecting what you own and building wealth.
01 · Manage
Run a tighter business
Guides and templates for your books, tax deadlines, payroll and cash flow.
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Coming soon
More resources on the way
We're adding guides and templates here. Check back soon.
02 · Structure
Own what you've built, the right way
Guides on trusts, holding companies and setting up your business the right way.
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Coming soon
More resources on the way
We're adding guides and templates here. Check back soon.
03 · Build Wealth
Turn business profit into personal wealth
Resources for protecting your family and growing wealth beyond the business.
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Free download · PDF
The CFGO Life File
Get the free Life FileA fillable, 32-page South African guide to getting your affairs in order for the people you love.
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Coming soon
More resources on the way
We're adding guides and templates here. Check back soon.
Inside the CFGO Life File
32 pages you can fill in on screen. Keep it somewhere safe and update it once a year.
1 · You & Your Household
Emergency contacts & key advisers
Personal & identity information
Marital & partner details
Children's details
Health & medical information
Employment information
Household staff, services & security
2 · Your Money & Legal Affairs
Estate planning documents
Tax information
Banking details
Debts, loans & credit
Investments & retirement savings
Insurance policies
Assets, property & balance sheet
Business interests
3 · Final Wishes & Access
Funeral & memorial wishes
Digital assets & social media
Emergency call log
Confidential Access Sheet — kept separately for passwords and PINs
Free download
Get the Free CFGO Life File
Tell us where to send it. What you type into the file stays with you.
The Life File is a guide to help you get organised. It doesn't replace a valid will, living will or power of attorney, or legal, tax or financial advice. Please speak to an estate planning attorney to make sure your documents are valid.