Services

Advisory for Organisations and Individuals.

For Organisations

Employee Benefits Audit & Optimisation

Assess spend, utilisation, and value. Identify duplication and gaps. Recommend redesign options with financial impact models.

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Medical Aid & Group Risk Review

Re-align medical aid, risk benefits, and wellness initiatives to workforce profiles and budgets. Provider change only if necessary.

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Board & Trustee Advisory

Technical support on strategy, policy, risk, and governance. Clear reports that aid decision-making.

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Wellbeing & Financial Literacy Programmes

Design practical staff interventions and training that connect benefits to health, retention, and productivity.

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Retainer Advisory

Ongoing, on-call support for HR/Finance and leadership. From policy tweaks to implementation oversight.

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For Individuals

Retirement & Exit Planning

Two sessions and a simple plan for pensions, withdrawals, medical cover, and cash-flow choices.

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“My Next Chapter” Transition Package

Three sessions plus decision support and modelling for retrenchment, early retirement, or career change.

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Medical Aid Decision Support

Compare options, understand trade-offs, and pick what fits your needs and budget.

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1-to-1 Advisory & Follow-Ups

Book a focused session and add check-ins as needed. Practical, confidential, supportive.

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Bundles

Couples / Joint planning • Group pre-retirement workshop • Employer-sponsored individual advisory.

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