Addressing individual needs
to improve financial outcomes
Wealth Solutions
The benefits offered to employers and employees in the workplace will help them achieve improved financial outcomes, productivity and overall wellbeing.
Our advice model gives peace of mind for individuals, as oversight and quality control are exercised by their employers and retirement fund trustees.
Retirement Planning
Depending on your lifecycle, we will develop or refine your retirement plan to ensure you will reach your retirement planning objectives.
Assessing Risk Benefits
Death, disability or accidents are a few of life’s greatest obstacles that will have an immense impact on your loved ones.
We will assess your risk benefits cover to ensure you and your loved ones are covered adequately.
Investments
It is important that your investment strategy is aligned with your retirement journey – taking the right risk at the right time.
We will explain what investment options are available and recommend a suitable investment strategy based on your personal financial circumstances.
Member Education
We are passionate about the financial empowerment of South Africans.
In our member education sessions we will touch on important financial aspects such as budgeting, the importance of having a Will, etc.
Retrenchments
When retrenched, you need to decide what you will do with your retirement benefit.
We will work through preservation and tax implications upon withdrawal options and (after-tax) payout scenarios.
As an independent financial services provider, we have long-standing relationships with the most prominent product providers and are accredited to give advice to fund members.