We are specialists in the field of fund and member communication.

We believe in a scientific approach to communication to ensure that the financial acumen levels of members are increased and maintained. The strategic goal of our communication strategies is to ensure that all members are empowered to retire financially sound by making informed decisions about their retirement benefits.

PF 130 circular on governance by the Financial Services Board stipulates that communication to members should be done in an adequate, appropriate and cost effective manner to afford all parties the opportunity to understand the information and make informed decisions. 

The question that arises is who is equipped to decide if communication that funds send out is adequate, appropriate and of value to members. Surely only the members of these funds are best qualified to answer these questions? The first step in the communication process is therefore research. As can be seen below our services include surveys to determine member preferences.

RetirementWise is an exempted Micro Enterprise (EME) for BEE purposes, and currently has two full time employees.

Professionalism & Independence

We have no affiliation or links to any financial services institution, and do not sell any service or products other than communication and education services as listed above.