Our Services
| 1. Pension Fund Consulting |
| We specialize in providing comprehensive consulting and administrative solutions to pension and provident funds. Our goal is to ensure efficient fund management, compliance with regulatory standards, and value for both employers and members.
Sub-Services include:
- • Fund establishment and registration with NAMFISA and the Receiver of Revenue.
- • Review and benchmarking of contribution structures, benefits, and costs.
- • Trustee training and member education programmes.
- • Investment strategy development and performance monitoring.
- • Drafting and updating of fund rules and governance documents.
- • Fund administration supervision and compliance oversight.
- • Preparation of reports, audit schedules, and submissions to regulatory authorities.
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| 2. Life Insurance & Risk Benefits |
| We help individuals and groups protect their income and families against life’s uncertainties through tailored life and risk insurance solutions.
Sub-Services include:
- • Life and disability cover planning.
- • Severe illness and income protection benefits.
- • Group risk benefit schemes for employees.
- • Family and funeral cover arrangements.
- • Policy reviews and cost optimisation.
- • Claims management and benefit assistance.
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| 3. Short-Term Insurance |
Our short-term insurance solutions safeguard your personal, business, and asset portfolios from unexpected loss or damage.
We represent leading insurers in Namibia to deliver cost-effective and reliable cover.Sub-Services include:
- • Personal insurance (motor, home, household, all-risk).
- • Commercial and corporate insurance programs.
- • Contractors’ all-risk and engineering insurance.
- • Marine and goods-in-transit insurance.
- • Public liability and professional indemnity cover.
- • Claims handling, renewals, and policy reviews.
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| 4. Comprehensive Financial Planning |
We provide holistic financial planning services that align your goals, lifestyle, and future aspirations.
Our approach is personalised, transparent, and based on sound financial principles.
Sub-Services include:
- • Retirement and investment planning.
- • Estate and succession planning.
- • Tax efficiency and wealth management strategies.
- • Budgeting, debt management, and emergency savings.
- • Education and goal-based financial planning.
- • Ongoing portfolio reviews and progress tracking.
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