ABOUT US
INSPIRED BY DIFFERENCE
We believe that financial knowledge is power. It is one of the most valuable tools that an individual can use to secure a higher standard of living.
We strive to empower our clients and the members of funds that we consult to, through knowledge of their employee benefit arrangements, so that they are able to understand and use the available opportunities and tools to their financial advantage.
Team Phoenix has extensive experience in employee benefits. We work together with each other, our clients and product suppliers to secure the best possible solution for your employees. We strive to find simple, cost effective and easy solutions. While we focus on your employee benefits, you can focus on your business.
OUR STAFF
Ilze van der Berg: Managing Director
Graeme Brien: Director
Lorraine Nel: Employee Benefits Consultant
Susan Easton: Client Relationship Manger
Non-Executive directors: Tracy Leppan, Anthony Williams
OUR SERVICES
WE ARE PROUDLY CLIENT-CENTRIC
We are committed to providing the best financial services and employee benefit management to help achieve your financial dreams and ensure you soar in every financial aspect of life.
Phoenix Financial Benefits:
- is an independent registered financial services provider (FSP)
- is recognised by all the large employee benefits service providers
- offers superior employee benefits consulting encompassing all areas of,
- Retirement Funds
- Benefit Structuring
- Investments
- Risk Benefit
- focuses entirely on the member, and finding the best solutions
- furthers the objective of accruing retirement savings for all members in the fund
- offers specific member education to maximise benefit from the retirement fund
- ensures an independent competitive costing solution
- is affiliated with Phoenix Risk Solutions (national short-term insurance sector)
GOVERNANCE
DOWNLOAD MORE ABOUT US
As an authorized financial service provider, we comply fully with relevant regulation.
More information is accessible to you by downloading the following disclosures or by contacting us at info@phoenixfin.co.za
Our Code of Ethics: DOWNLOAD .PDF
General Statutory Disclosure: DOWNLOAD .PDF
Disclaimers: DOWNLOAD .PDF
Privacy Notice: DOWNLOAD .PDF
Protection of Personal Information: DOWNLOAD .PDF
Conflict of Interest management policy: DOWNLOAD .PDF
Complaint’s Policy: DOWNLOAD .PDF
SPEAK TO US
WE ARE HERE TO HELP YOU
We invite you to contact us at:
39 Tokai Road, Tokai, 7945
PO Box 31510, Tokai, 7966
Tel: +27 21 702 7960
info@phoenixfin.co.za
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Moonstone Compliance
Tel: +27 21 883 8000
Cell: +27 82 411 4410
hhesse@moonstonecompliance.co.za
www.moonstonecompliance.co.za
25 Quantum Street, Technopark, Stellenbosch, 7600
Information Officer
Lorraine Nel
Tel: +27 21 702 7960
lorraine@phoenixfin.co.za