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best practices
Institue of Retirement FundsAfrica -
Best Practices Industry Award 2018

OUR OFFER



Retirement Benefits Counselling


Fully compliant


Automated, self-service


Cloud-based


Private, safe, secure


Independent
(We do not sell products)


Paperless exit process

Member
Communication


Whatsapp


Online Chat


Call Centre


Email Support


Member
Education


Financial Wellness Focused


Educational Videos
(Coming Soon)


Gamified rewards system
(Coming soon)


TESTIMONIALS


“This moves us from the stone-age to information at our fingertips”

Anon


OUR SOLUTION

Retirement Benefits
Counselling

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

  • before any withdrawal benefit is paid;
  • before any transfer is made to another fund;
  • and at least three months before their normal retirement age.





Member Communication

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.






Member Education

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.

ABOUT


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.


JACO WASSERFALL

(CA, MBA)
CEO

ERNST HERTZOG

(M.Eng, MBA)
Director

SHAUN MANDIWANA

(BA)
Key Accounts Manager

BENNET MAQOLO

(BA)
Key Accounts Manager

MICHAEL VAN DER SPUY

(B.Comm)
Product Manager




The Benefit Counsellor (Pty) Ltd is a sister company of ZAQ Finance. Our head office
is in Somerset-West, South Africa and we have a satellite office in Johannesburg.




CONTACT



Email info@benefitcounsellor.com
Whatsapp +27 66 145 7119
Tel no. +27 21 300 5729
Address Head Office
201 Pinehurst Building
Somerset Links Office Park
Somerset West
7129

Johannesburg: Satellite Office

GET IN TOUCH