Corporate Solutions assists Corporates and Retirement Funds in empowering employees to make quality financial decisions in order to achieve lifestyle goals and positively contribute to the success of your Company or Fund through:
- Basic Financial Literacy
- Broader Financial Education
- Financial Planning Workshops
- Private Client Advice
Our objective is to empower quality financial choices in order to achieve lifestyle goals in the safest and most reliable manner. Most people fail to achieve financial security, much less their desired lifestyle, because they lack a personal lifestyle financial plan. Our objective is to provide financial planning advice and training / education on an individual or group basis to empower employees to develop and implement a living financial plan.
Please email us at corporatesolutions@consolidated.co.za for more information on any of the service offerings illustrated below!
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Financial Presentations
This would be conducted on a regional basis by qualified speakers on agreed and relevant topics, and supported by a comprehensive communication plan and constantly evaluated. |
Financial Literacy
This is aimed at employees who may have only rudimentary financial skills and are most likely to be in serious financial debt (typically garnishee orders). |
Seamless Transition
This solution is a step-by-step process to assist employees who, on resignation from their fund, do not require any additional advice, but wish to preserve their capital in the most effective manner. |
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One-on-one Financial Planning
Comprehensive financial planning through one-on-one interaction with a financial planner. |
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Financial Planning Workshops
Comprehensive financial plans are developed in a workshop with a financial planner. This interactive solution requires preparation from the employees. | |
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| Financial Literacy |
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