attooh! Asset Consulting is a division of attooh! Health & Wealth (Authorised Financial Service Provider 24401) and provides independent investment consulting services to boards of management (Trustees and Management Committees) of retirement funds (Pension and Provident Funds).
With legislative changes, new investment products and asset classes entering the market, retirement fund investing has become allot more complex. In addition to that, due to internal business pressures and constrained resources, boards of management don’t have the time, knowledge, and experience to properly manage their retirement funds investment strategy. These challenges can lead to boards of management taking undue risk or adopting a compromised investment strategy that does not maximize favourable outcomes for members.
attooh! Asset Consulting has the appropriate education, experience, and resources to assist the boards of management to meet these challenges and ensure good governance of their retirement fund.
Our advice process is based on a sound robust framework which aligns with Pension Fund circular 130 (“PF130”), which focuses on good governance of retirement funds. Although PF130 is not a legal requirement, we believe that it is prudent to adopt good governance principles at all levels and should be adopted by Trustees of retirement funds, as well as Management Committees of Participating Employers within an Umbrella Retirement Fund.
Our objective is to assist boards of management to build and maintain a high-quality investment strategy that looks to improve long-term outcomes while managing risk and containing cost. Our advice process is member centric, as it is ultimately the member who will be retiring from the retirement fund. It is therefore imperative that we work together to ensure that members retire with a favourable level of income when they reach retirement age.
Asset Consulting Video
We are our clients trusted investment advisor and partner. We pride ourselves on developing a long-lasting relationship with our clients and providing them with exceptional client service. Our aim is to combine expert investment advice with exceptional service.
For further information on how attooh! Asset Consulting can help you with your investment strategy, please contact:
Tel: 010 591 5555