About Us
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Our Story
Founded in 1996 by two visionary entrepreneurs, MFS identified a critical gap in the retirement advisory market and set out to fill it. What began as MFS Retirement Advisory Services evolved into MFS Holdings—expanding our capabilities to offer holistic financial solutions while maintaining our strong retirement-focused roots.
Through continuous innovation and a client-first approach, MFS has grown into a trusted partner for individuals, retirement funds, corporates, labour unions, and members of the defence force community.
Our Track Record
Helping You make Informed Decisions
We are a licensed and independent retirement advisory firm dedicated to helping South Africans make informed financial decisions—before and after retirement.
With years of experience working alongside members of pension funds such as the GEPF, our team provides trusted advice, customised planning, and fully compliant service delivery in line with South Africa’s latest regulatory requirements.
Our advisors and support specialists operate under a clear code of conduct, with your financial security and privacy at the centre of everything we do.
We focus on:
-Pre- and post-retirement planning
-Pension fund transfers and living annuities
-FICA and POPIA-compliant onboarding
-Legacy, estate, and beneficiary planning
-Transparent, client-first service
Our Mission
To provide effective, tailor-made financial solutions that anticipate client needs through research and innovation building long-term relationships founded on trust and results.
Our Vision
To be the leading and agile independent retirement and financial advisory services company in Africa.
Our Purpose
To make the process of belonging to - and exiting - a retirement fund seamless, empowering, and beneficial.
Our Commitment
Our Promise to you
At MFS, your financial security and privacy are at the centre of everything we do. Our team operates under a strict code of conduct and delivers fully compliant, transparent service in line with South Africa’s latest regulatory requirements.
We don’t just advise – we walk the journey with you.
60 Years of Combined Experience
Why Choose Us?
Our company is manned by a dedicated team of hardworking individuals dedicated to ensuring that you get the best value for money and the best service available in the market.We have core principles which are carried out internally, to our clients and in all our dealings to ensure that we are a company that you can trust, at all levels.
