Process

Our fine-tuned and well-established process is designed to ensure the optimal arrangement for you and your staff, while delivering excellent results and peace of mind.

All of our work begins with a thorough evaluation of your current employee benefits structure and processes, ensuring reliability, cost-efficiency, transparency and timeous reporting. Following an in-depth analysis of each of your employee's ages, risk profiles, investment and financial objectives, we'll recommend, implement and monitor the best possible employee benefits structure for you and your needs.

One of our key mantras at Southern Charter is 'how far you go depends on who goes with you', and we are with you for the long haul. We'll provide regular feedback and reporting regarding the performance of your funds and benefits to you and your staff; ensure risk appropriateness, tax-efficiency and price competitiveness on an ongoing basis; and add value to each and every staff member through financial skills and wellbeing workshops, and personalised financial advice.

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