Family Ties is a presentation in the Financially Fit Series that is offered to Pension and Provident Fund members who are between the ages of 30 and 50 years of age.
As your family grows and your asset base grows it’s time to protect the wealth you have created and secure your family finances, should the unthinkable happen.
We will look at how to budget for your children’s education; how to protect your greatest asset (the ability to generate an income); your retirement goals and ensuring you have appropriate medical aid cover well into your retirement. We will also investigate at how best to preserve your retirement savings when changing jobs and the consequences resulting from not preserving.
Recent Blog Posts
West Rand Dialysis
Benefit, Risk, Investment and Member Services 34 members R1.3m assets under management.
UCL
Benefit, risk, investment and member services for 178 members and R172 million in assets under management.
Plennergy
Benefit, risk, investment and member services for 502 members and R386 million in assets under management.
iSON
Benefit, risk, investment and member services for 78 members and R15.1 million in assets under management.
Conekt
Benefit, risk, investment and member services for 25 members and R775 515 in assets under management.