Our list of awesome services.
Its our philosophy that by giving ongoing attention and service and by building relationships, we are able to retain our clients and to build a succssful business.
A financial plan is a comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.
The process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. Future cash flows are estimated to determine if the retirement income goal will be achieved.
The act of preparing for the transfer of a person's wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one's estate.
Include various types of non-wage compensation provided to employees in addition to their normal wages or salaries.In instances where an employee exchanges (cash) wages for some other form of benefit is generally referred to as a 'salary packaging' or 'salary exchange' arrangement. In most countries, most kinds of employee benefits are taxable to at least some degree.
A will or testament is a legal document by which a person, the testator, expresses his or her wishes as to how his or her property is to be distributed at death, and names one or more persons, the executor, to manage the estate until its final distribution.
Professional treatment for illness or injury. medical care. medical diagnosis - identification of a disease from its symptoms. primary care - the medical care received on first contact with the medical system (before being referred elsewhere) aftercare - care and treatment of a convalescent patient.
This is what we are.
Mvs employee benefits is an independent consultancy providing boutique serivice relating to Retirement, Risk and Funeral arrangements for small to medium sized client/businesses.The consultancy /brokerage was set up in 1997 because the need was recognised for the smaller to medium sized clients to be adequatley serviced.it is often the case that larger brokerages neglect the smaller clients. Alternatively the brokers dealing with the funds may not be specialized Employee Beneft brokers and often do not understand that Retirement Funds are an ongoing responsibility.
Monthly data is collected and for most of our clients we submit the monthly electronic file.Payments or proof of payments are collected.Claims are processed and feedback regarding outstanding claims is provided.
We keep our clients updated with the latest trends and legislation in the industry and advise appropriate actions to deal with them.
Member presentations can be arranged and can include translations into some of the other official South African languages.
We have competent Consultaions with the larger Insurance companies who deal with all our Funds and we are confident that we would be able to sort out any problems in acceptable manner to your client.
We have senior consultants and shareholders with a combined 45 years experience in the Pension Funds industry. Keith Calvert has 25 years experience in the Insurance Industry with an insurer and as a broker. Lizo Yeni has 20 years experience also eith an insurer and as a broker. We have two support staff and our senior Administrator also has more than 20 years experience in the Insurance industry.
We will assess the cost of the benefits in relation to other providers and where needed we call for comparative quotes
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