some session topics

Retrenchment Counselling

When employees get retrenched, they have to make important financial decisions while being in a fragile emotional state. An independent counsellor can diffuse a lot of the emotion and help them make the correct decisions. Services I offer include:

  • Explaining the details of the severance package & unpacking the tax implications
  • Go through the company retirement, risk and medical aid benefits. Work out what needs to be continued
  • Working out a budget and a cashflow plan on how to meet it

Benefit counselling to members of retirement funds

This session would unpack the benefits offered by the retirement fund and help the members make the right decisions. It would also provide one on one counselling to members who are retiring and work through the various options that are available.

Workshops can be run for employees that are within 5 years of retirement. It is at this stage that many employees start to panic as they realise their savings are inadequate.

I help them use the last 5 years of employment to close part of the gap.