Our Services

Retirement Fund Consulting / Pensions

Retirement fund consulting in association with the employer:

Assisting with benefit level benchmarking
Assisting in payroll implementation
Assistance with member administration in conjunction with the insurer/administrator
Staff training
Assisting with an investment policy for all staff

Healthcare Consulting

Medical Aid

Assistance with correct plan and provider selection
Information of industry and legislative changes and how they impact the employee and employer
Staff training of benefits – alleviating the need for HR to deal with employee queries for healthcare
HIV and AIDS assistance with implementing policies, training, voluntary testing and access to confidential call centres
General query resolution assistance

Risk Benefits

Risk Benefit Consulting:

Benefit benchmarking
Market comparison of rates
Assistance with benefit claims and staff training
Employer education on minimising claim exposure and cost containment

Financial Planning

Individual Financial Planning :

Keyman assurance
Partnership assurance
Contingent liability
Personal retirement planning
Assistance with the transfer of benefits for withdrawing members
Estate planning
Change of lifestyle
Income protection

Allan Gray
PSG FutureWealth
Oasis
Stanlib
Nedbank Investments
Discovery
Momentum
Old Mutual
Glacier
Sanlam
Liberty

Discovery
Momentum
Old Mutual
Liberty
SAfrican
Sanlam
Allan Gray

FMI
Discovery
Momentum
Old Mutual
Liberty
Sanlam
Brightrock

Fedhealth
Discovery
Momentum
Bonitas