GROUP BENEFIT SERVICES

Group Benefit Services

Our group benefit services are handled by a professional financial services practice who only employs independent financial advisors with exceptional technical skills and many years of practical experience. Our financial advisors are specialists in the fields of Medical Aid, Income Protection, Retirement and Investment Planning as well as Estate Planning and Business Assurance. We pride ourselves on the fact that we are able to provide our clients with the optimal suite of group benefits, services and products.

The group benefit service is structured to provide a complete retirement, investment and estate planning service to all our individual clients through the provision of:

A comprehensive analysis of the client’s currant savings, investment and risk portfolio.
A comprehensive risk and retirement needs analysis.
Comprehensive retirement planning computations for both pre- and post-retirement.
A comprehensive risk, savings and investment proposal.
Continues client service through annual revisions.
Consultation regarding effective estate planning.
Drafting of last will and testament in accordance with prevailing best practice.
Deceased estate administration.

The group benefit service is structured to provide a complete group benefit and risk planning service to all our corporate clients through the provision of:

Administration and intermediary services for group medical aid.
Administration and intermediary services for group retirement.
Administration and intermediary services for group life.
Company Key Man solutions.
Company Buy and Sell solutions.