Corporate Wealth Management
We have found that most often our corporate portfolio clients have also become clients in their personal capacity. Our services focus on:
Group Medical Aid
We assist companies with 15 or more employees in organizing and setting up their own individual company medical aid. Part of this set up will include an assessment of which medical aid company will best suit the company’s needs. Please note we have selected the following companies t work with at this stage: Discovery Life, Profmed, Momentum and Liberty
As a value-added service for any company that has 35 or more employees Greengrass Wealth Management will provide a claims collection box and then arrange for claims to be collected twice a month. For schemes that have 100 + members we will arrange for collection once a week. This service is covered by Greengrass Wealth Management.
Group Pensions / Provident Fund
A pension and provident fund comprises an investment portion and a group life cover portion. All of this is overseen and monitored by an administrator. The administrator is key to the pension & provident funds working efficiently and payments being made timelessly to the investment account and group life cover. The administrator also assists with claims for deceased or disabled members claiming against the group life cover.
Greengrass Wealth Management is able to source independent administrators that are able to offer our clients a wider selection of investments and group life cover at very competitive and in some cases substantially cheaper administration rates.
Group Life Cover
Should you not want a pension or provident fund you still are able to take group life cover as a stand alone benefit.
Group life cover will protect your employees against death, disability, severe illness & income protection depending on what your needs are.
