Financial Services
Investment Planning
Employee Benefits
Investment Planning
- Advice on building up an estate
- Creating a balanced portfolio using all asset classes
- Advising on a share portfolio, unit trusts, off-shore investments, property and interest bearing investments
- Making investments for retirement
- Helping you to grow your business
- Building your personal investment portfolio
- Analyse your personal situation and advising accordingly
- Report back to you on a regular basis
- Giving advice on and managing your pension fund
- Getting quotations for the best interest rates
- Using money market products from various companies
- Using bond based unit trust
- Using fixed deposits of various banks
Employee Benefits
Employee benefits is about providing the right product and service solutions to the most important people in your business – your employees.
Employee Benefits include life cover, disability and impairment protection, dread disease cover and insurance to cover the cost of children’s education in the event of the death or disability of a parent.
It is therefore important to choose the correct Administrator that suits your needs, whether you choose:
- Multi-employer or umbrella retirement funds
- Stand-alone retirement funds
WHY CHOOSE AN UMBRELLA FUND?
- It is designed to meet all employees’ retirement savings and group risk cover needs
- It pools the contributions of a vast number of members and employers
- Creating cost savings through economics of scale
- Professionals ensure the structural strength that is necessary to protect members’ interests.
HOW WILL EMPLOYERS GAIN?
- Peace of mind that the financial wellbeing of their employees has been entrusted to a financially powerful institution that is genuinely committed to offering real value for money to clients.
- All of this is underpinned by leading-edge administration systems, which means our participating employers can devote their energies to running their own businesses.
HOW WILL EMPLOYEES GAIN?
- Access to a product that offers real value for money via our well-structured investment menu and our comprehensive range or risk products, at a highly competitive price.
- Our emphasis on transparency as well as ongoing member communication and education enables our members to take control of their financial destinies.
