CORPORATE FINANCIAL PLANNING

Build a solid financial foundation for your business

Just some info on the areas we assist you with

Employee Benefits

In order to be a successful business, you need to ensure that your employees are looked after and rewarded for all the hard work they put in to make your company a great establishment to build a career in. This will include setting up Retirement Funds, Pension Funds, Provident Funds and Group Risk Benefits. We help you to structure and implement a Employee Benefits packages using the following options that we have available for you.

Retirement Funds

A Retirement Annuity Fund is a fund that usually applies to self-employed business owners or to individuals that do not have access to a retirement fund option at their current place of employment. This type of retirement fund mainly applies to individuals that reach the minimum age of retirement as only then can they buy an annuity option with a third of their benefit.

Pension Funds

Pension Funds are another form of retirement funds that are more geared towards individuals that want a lump sum payed out if they meet the requirements specified by the investment when it reaches a point of maturity. You aren’t required to meet the minimum retirement age in order to have access to the pension fund.

Provident Funds

A Provident Fund is a fund established to serve as a social safety net should an employee be unable to work for whatever reason. The concept is that either the employee contributes a portion of their salary or the employer will contribute a portion on behalf of the employee into the fund to be accessed when the right conditions are met.

Group Risk Benefits

These are tailored-made packages we help you structure for your employees to be utilized during times of distress like death, disability or serious illness that will either cover you, your family or both. As we are partnered with Momentum, one of SA’s leading insurance institutions, we will help you set up a package that will greatly benefit your workforce and give them peace of mind, should anything drastic happen.