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FSP 48960

DELIVERS MORE THAN EXPECTED

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Let us Help you plan and secure your financial future

Our highly personalised approach ensures that we gain an in-depth understanding of your unique circumstances. A necessity to navigate you in what has become a complex, ever-changing economic landscape.

Applying high standards enables us to provide professional, independent and considered financial guidance.

We make a difference for our clients by getting to know, understand and guide them and their families, anchoring all our interactions on our core values.

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what we offer

PON Financial & Investment Consultants is authorised to render services on insurance products as follows:

wealth creation

We do a detailed financial needs analysis of your financial situation and advise on the best possible investments to secure your financial future.

post retirement planning

We offer a detailed financial analysis of your retirement needs and advise on suitable solutions.

unit trusts investments

We will determine the appropriate investment option for the best Return on Investment over your preferred term.

insurance packages

We advise on life cover, severe illness and income protection insurance tailored to your needs.

estate planning

Everyone aged 16 or older in South Africa should have a will as it allows you to control how your assets are distributed and who will care for your minor children.  A will ensures your wishes are followed after your death.

member education 

Educating Retirement Fund's members on benefits to provide meaningful, transparent, timely and accurate information to all relevant stakeholders.