Fully compliant
Automated, self-service
Cloud-based
Private, safe, secure
Independent
(We do not sell products)
Paperless exit process
Online Chat
Call Centre
Email Support
Financial Wellness Focused
Educational Videos
(Coming Soon)
Gamified rewards system
(Coming soon)
“This moves us from the stone-age to information at our
fingertips”
Anon
We provide retirement benefit counselling via an online cloud-based platform and self-service kiosks. Our turnkey solution is fully compliant with new default regulations under section 36 of the South African Pension Funds Act and makes provision for retirement, resignation, retrenchment and dixsissal.
The Benefit Counsellor can be accessed by all members at any time and on any online device. We also install self-service kiosks on site to make the service more accessible to members. Here, members can see their savings balances, plan for the future and receive counselling in realtime.
We take care of the security of information and the privacy of our clients according to industry best practices.
We are serious about financial health and know that retirement planning starts long before retirement. Therefore, our solution serves as a one-stop retirement planning tool for members of all ages.
The South African Pension Funds Act stipulates that all retirement fund members must have access to retirement benefits counselling
We understand the challenges facing retirement funds when it comes to communicating with members.
Our platform helps retirement funds to effectively communicate with their members at all times. Members are empowered to access their fund balances, contribution history and other benefits at any time.
Throughout the counselling process, we nudge members into making responsible financial decisions. The platform will soon include educational videos and material that will steer members towards responsible decisions financial wellness.
We do not provide financial advice, but have access to an extensive network of professional financial advisors that can assist members if needed.
We are a young financial technology company with a passion for financial health. Our greater vision is to help employees make wiser financial decisions and achieve long-term financial health, especially after retirement.
(CA, MBA)
CEO
(M.Eng, MBA)
Director
(BA)
Key Accounts Manager
(BA)
Key Accounts Manager
(B.Comm)
Product Manager
