You and your staff deserve a professional analysis of your employee benefits and the implementation of the best possible solution!

CORPORATE BENEFITS

As independent financial planners we can truly objectively advise on the best retirement fund and group risk benefits for any size organisation.

This will include:

•     Fund Administration: Providing independent advice on scheme structuring.

•     Group risk benefits: Developing customised death and disability benefits through South Africa's leading life assurance providers.  

•     Asset management: Implementing Retirement fund solutions through South Africa's top fund managers.

Once we have made sure that your business has the best risk and retirement benefits available (at the best possible rates) we will make sure it stays that way and will further provide you and your employees with ongoing financial advisory services.

Fund Review

When last have you reviewed your fund's benefits? Do you know the full extent of the costs you are currently paying? Do you know what your fund's funding ratio is?

We provide you with a comprehensive analysis of your current funds, benchmarked against our uniquely and independently structured corporate benefit solution - to provide you with what we have found to be the best in the market.

Our investigation will include an in-depth cost analysis on retirement, administration and risk benefits to show you exactly what a big difference costs can have on your fund's overall return.

Please complete a  contact form for a professional analysis of your employee benefits and the implementation of the best possible solution!