Employee benefits

Group retirement savings and risk benefits

We have a combined working experience of over 35 years at a large financial institution (at a senior level). We are effective at managing your employee benefits arrangement. Furthermore, we align management and staff with the product, process and service offering.  We also focus on your employee’s financial well-being.  Most noteworthy, we ensure your employees understand the product offering and benefits.

A retirement fund or group risk arrangement should not be stressful or time-consuming. Our objective is to ensure that you focus on your core business while we take care of all the regulatory, reporting and servicing requirements expeditiously.

Whats the benefits?

  • Retain and attract top talent due to having value-adding benefits.
  • Have a tailor-made fund structure that meet the business requirements.
  • Provide employees with retirement savings and/or risk benefits at the least cost, and highest possible market returns.
  • The service and consulting are bench-marked, therefore is of high standards.
  • We make the entire process hassle-free, you focus on your core deliveries.

More Services

Our latest newsletter

View our April 2020 market commentary. An easy to read brochure focusing on market performance and a comparative investment returns for the period from January 2020 to end April 2020.

Our capability

We design an employee benefit arrangement based on your needs. We then implement a scheme or changes to existing schemes.

We submit your monthly payroll data to the service provider. Ensure the contribution are invested and risk premiums allocated.

In addition we submit claims to the service provider and track progress thereof until finalised.

We’ll manage any Section 14 transfer when required. Section 14 summarised is the regulated process to move existing employer group benefits from one service provider to another (where both are separate legal entities)

An independent review of your existing employee benefits is more important than you realise. We’ll Benchmark your employee benefits arrangement using years of experience to provide you with an excellent value proposition.

Here’s where we are different! While we make use of email, our preferred communication strategy is social media due to the lower cost and speed of interacting with you. We use the applications you use. This is in addition to delivering mandatory member statements and communication regarding regulations and industry related articles.

We apply resolute decision-making, belief in participation while remaining transparent through constant reporting on all service level agreements.

  • Provide an understanding of pensions and investments and the challenges facing pension funds;
  • Discuss the strategic outlook and understanding of risk management;
  • Consult on risk benefits and investment savings.
  • Member communication strategy
  • Training and discussions on service level agreements. We position why they exist and reasonable expectations.

We can provide financial literacy and empowerment as a free course to all fund members. This course can be provided online or face to face.

Retiring is a personal milestone and a great achievement. We’ll prepare members retiring for the best possible financial solution post-retirement.
We do this by reaching out to all members 15 years to retirement until retirement with no obligations.

Business Advisory

BUSINESS ADVISORY TO GROW YOUR SUCCESS

Our business advisory approach is to understand what’s important to you first. Thus, the objective is to turn a reactive situation into a proactive mental outlook.

Workspace

Firstly, we’ll examine your business data versus the market. Thus, equipping ourselves to ask important questions and provide sound answers to your needs. Let’s map out what you are trying to achieve before making any recommendations.

Even more, we collaborate your thoughts in conjunction with using business intelligence and analytics into a working solution on an ongoing basis and use data.

Strategizing for the success and growth of your business. We are your business coaches, mentors and accountants. Examining previous trends and combining them with forecasts, we’ll ask important questions and provide sound answers to your needs.

More Services

Our latest newsletter

View our April 2020 market commentary. An easy to read brochure focusing on market performance and a comparative investment returns for the period from January 2020 to end April 2020.

Website design and building

Our capabilities

We meet with you via video calling or face to face to gather your requirements

A domain is required to make your website your own.  For example, your business name is “hat”, your domain name, if available, can be www.hat.co.za”

After agreeing on the design when finalising the consultation, we build your website.

Most of your clients will be viewing your website on their mobile device. We make sure your website is mobile responsive.

Commonly known as “SEO”.  This is a process of using tools and keywords so that google knows how to rank your website.

Its important for your website to have  a fast loading time.  While your hosting plays a big role in how fast your pages load, we can use tools to help speed up your website.

Prices per package

Silver

R2,000 / Once off
  • Domain included
  • Website design & build
  • Mobile Responsive
  • 1 Months Maintenance
  • 3 Web Pages

Gold

R2,500 / Once off
  • Domain included
  • Website design & build
  • Mobile Responsive
  • 1 Months Maintenance
  • 4 Web Pages

Platinum

R3,000 / Once off
  • Domain included
  • Website design & build
  • Mobile Responsive
  • 1 Months Maintenance
  • 5 Web Pages

Important Notes:

  • All builds takes 5 working days (excl SEO)
  • Build starts after we receive sign off of the client request template and 50% deposit is made
  • SEO costs R500 extra and 2 additional working days to complete.
  • We can write your content for an additional R1,000.

How we work with you

We connect with you

First of all, we meet with you to understand your needs and objectives

Then we plan

Then we create a plan taking into account your personality and beliefs

Then we execute

We execute the plan, monitor, and feedback to you. Letting you focus on the things you enjoy.

We partner and are trusted by industry leading service providers

Click the button below to contact us or complete the form for us to contact you!

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