Employee Benefits

At Heritage Financial Consultants, a good deal of our business is in providing employee benefits to organisations. Whether working with employees, or consulting to Boards of Trustees and Management, we assist in managing their Healthcare needs and Retirement Fund structures in an efficient manner.

We guide organisations in selecting the appropriate service providers for the different facets of the Retirement Fund, i.e. the Administrator, the Investment Consultant and the Risk Benefit Provider’s.

Our Team is also on hand to assist your staff with:
Education of, and advice to Member’s.

  • Work with Administrator’s in order to ensure daily processes are being speedily affected.
  • Defensively positioning your Fund from excess risk and working to increase benefits into the future.
  • Guiding Trustee’s, Board and Management through the relevant processes.