Financial Advice Model

Financial advice Model

The Board of Trustees of TFG Retirement Fund have appointed Alexander Forbes Financial Planning Consultants Pty (Ltd) and Graviton Wealth Management (Pty) Ltd as Fund endorsed Financial Advisors. The aim is to assist members approaching retirement with retirement planning.

Who will be able to use the service?

Active members from the age of 50.

How much will it cost?

The financial advice will be provided at no additional cost to the members. The Fund will pay for the cost. 

How will it work?

If you are 50 years and older, you can arrange a financial advice session with one of the endorsed financial advisors.  The session might consist of a few meetings.  During this session, the financial advisor will assist you with compiling a retirement plan.

In the year of retirement, you can arrange for another session with the financial advisor to finalise your retirement planning.

What happens after retirement?

Should you opt for a Living Annuity outside the Fund and requires ongoing advice, an advice fee of 0.5% per annum of your capital amount, has been negotiated with the financial advisors.

Can members who resign also arrange a session with the financial advisors?

Yes, but the members will have to pay for the session.  Discounted rates have however been negotiated with the endorsed financial advisors.

How to arrange for sessions?

Log a ticket on synergy.tfg.co.za with your request.