Employee Benefits

Committed to providing unbiased, expert advice tailored

to the unique needs of our clients.

Liberty Life Offering
Short Term Insurance

We are more than just advisors; we’re your partners in financial success.

At Insurance Zone Employee Benefits (Pty) Ltd, we are dedicated to empowering your financial future. Established in 1999, Insurance Zone Employee Benefits (Pty) Ltd has become a trusted provider of specialised independent consulting services focused on retirement funds, group risk benefits and healthcare solutions.

What sets us apart is our independence; we are not tied to any specific financial institution or fund provider, ensuring that our recommendations are driven solely by what is in the best interest of our clients.

Retirement Fund Benefit Design

Group Risk Benefits

Investment Strategy Review

Member Communication & Engagement

Individual Financial Planning

Board of Trustee & Management Committee Support

Healthcare Solutions

We provide expert guidance in designing and selecting the most suitable retirement fund and investment portfolios, ensuring alignment with client objectives and risk tolerance.

We design and implement tailored group risk benefit programs, considering employee demographics and industry standards. Our independent assessment of risk providers ensures the best terms and benefits for your employees.

We conduct a comprehensive evaluation of investment strategy and the alignment with employees’ financial objectives which includes regular reviews and comparison with industry standards.

We structure and implement healthcare solutions for employer groups which is made up of but not limited to medical aid, GAP cover and primary care. We tailor solutions that will suit employer and employee needs, including informative sessions to help employees understand their healthcare benefits and make informed decisions.

Our team of qualified financial advisors offers personalised financial planning services to help members achieve their unique financial goals. This includes, but is not limited to, presentations for key fund movements (joining, leaving, retiring) and will drafting etc.

We assist in the development of a communication plan tailored to the needs of members in order to assist with achieving their desired retirement objectives.

We provide comprehensive support to Boards of Trustees and Management Committees, including secretarial services and training on their roles, responsibilities.