Our Services
Services Overview
We work tirelessly with your retirement fund in pursuit of excellence. We have extensive knowledge and experience in financial planning strategies including taxation of public sector fund benefits. Our services are geared to changing the behavior of members to ensure a better outcome for them throughout their retirement.
Retirement Preperation
Our qualified and experienced advisors will gladly assist you with the planning and preparation for your retirement.
Retirement Planning
Using our in-depth knowledge and experience in financial planning strategies we can provide you with comprehensive financial planning reports.
Accredited Advice
Our accredited financial advisors can provide you with in-depth financial advice and investment solutions.
Reporting
We monitor the sustainability of your income and associated risks post-retirement and provide annual reports for retirees.
Specialised Solutions
We provide specialised solutions to best position your fund as a market leader.
Educating Members
We engage with your members and educate them about your annuity products.
Compliance
We provide tailored services to assist the board of trustees to comply with Regulation 39.
Portfolio Design
We provide you with investment portfolio design and construction services.
“We offer the tools and guidance you require.”