Our Services
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MFS Retirement Advisory Services
We specialise in helping pension and provident fund members navigate the complex decisions around retirement, ensuring clarity, confidence, and financial security.
GEPF Guidance
Advise and guide members on their pension benefits
Pre- & Post-Retirement Planning
Navigate every stage of retirement with confidence.
Options Analysis
Explore your choices before applying for pension benefits
Unpaid Pension Claims
Assist families and members in accessing unpaid benefits
Post-Retirement Income Management
Structured plans for sustainable income.
Pension Fund Transfers & Living Annuities
Independent, client-first advice
FICA & POPIA-Compliant Onboarding
Secure, transparent processes.
Employee Benefits
Analyzing existing or proposed employee benefits
*A portion of the assets under management is overseen by MM Asset Management (Pty) Ltd (FSP 46995), an authorised Discretionary Financial Services Provider. Full details are available on request.
Our Approach
We don’t disappear after your annuity kicks in - we grow with you.
- Make Retirement Simple – We explain in plain language, using visuals and workshops.
- Stay With You After Retirement – Ongoing coaching, quarterly check-ins, and lifestyle audits.
- Personalised Service – A dedicated “Retirement Ally” with proactive support and milestone celebrations.
- Proven Outcomes – We track and share client success stories to keep you on course.
- Reliable Support – Clear processes, timely updates, and strong compliance.
We offer Life-stage, Lifestyle, and Legacy-focused planning
We don’t sell annuities. We build retirements that work for life.
Expert Guidance
Integrate healthcare, family support, estate planning, budgeting, tax, and spiritual/emotional readiness into your consultations.
Retirement Rehearsals
Offer retirement rehearsals or simulations ("This is what your monthly life will feel like").
Approach & Values
From GEPF transfers and income management to estate planning and compliance check-ups, our solutions are built around your needs, ensuring long-term security and peace of mind.
01
Plain-Language Education
Workshops, visuals, and guides that make retirement simple
02
Long-Term Partnership
Quarterly check-ins, retirement lifestyle audits, and post-retirement coaching
03
Personal Touch
A dedicated “Retirement Ally” who celebrates milestones with you
04
Ethical Capital Management
Sustainable drawdowns and budgeting advice to protect your future
