Corporate Wealth Solutions is a registered financial services provider, licence number 41646. As an owner managed business clients get to deal directly with a Certified Financial PlannerTM professional with over 15 years experience in the industry.
CWS is totally independent and can thus offer you options from all the different life insurance and investment providers. This means that you always get the most tailored solution for your particular need.
About us
Financial Wellness Coaching
This is a service engaged by the management of a business for the employees and involves one on one, totally confidential and independent consulting with employees. Financially stressed workers are less focused, use more sick leave and are more absent from work. This has a negative impact on employee morale, performance and productivity, and eventually leads to lower profits for the business.
Basic financial education for employees is therefore a large focus of what we do at CWS, and is an essential investment for every company. Investing in the financial wellness of your staff will result in empowered employees who stress less, have increased morale and are more productive in their jobs. The primary objective of financial wellness coaching is to ensure that your employees always make the best possible financial decisions.
As one of our key offerings, some of the aspects that we assist employees with are budgeting, debt management, loan structuring, financial planning and retirement planning.
Pension / Provident Fund Consulting
- Advise you as to the most suitable retirement fund and or group risk structure for your business.
- Ensure the retirement structure is the most cost effective for the business and the members.
- Help determine the optimal levels of risk cover for the members.
- Assist with the investment structuring either at a fund level or a member level.Provide regular feedback to management and the members.
- Engage with members individually to ensure they understand what their pension / provident / group risk scheme benefits are and how they fit into their overall financial plan.
Financial Planning
We simply provide you with the answers to the following questions:
- Will my family have enough money if I were to die?
- Will my family and I have enough money if I were to become disabled?
- Will my family and I have enough money if I were to contract a dread disease and needed to take an extended period off work and had to endure timely and costly treatment?
- How much do I need to save for my retirement?
- How should I invest any extra cash that I have?
- Are my investments positioned correctly for the current economic climate?
- Can I structure my investments to pay less tax?
Contact
