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Contact information

Email

hennie@molo.page

Phone

0718607703

Website

https://www.discovery.co.za

Anushka Naidoo

16 Apr 2025

The Employee Benefit financial advice toolkit

The Employee Benefit financial advice toolkit

To deliver the best advice, advisers need practical tools that simplify day-to-day work — from client onboarding to compliance. This toolkit includes everything you need to stay professional, efficient, and adviser-ready.

Essential Resources

Compliance Documents

  • FAIS license copies
  • B-BBEE certificates

Client Materials

  • Benefits comparison tools
  • Customizable presentations

Templates

  • Client meeting agenda
  • Benefits review checklist

Anushka
Anushka Naidoo

BComm (Fin)

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