Principles Financial Consultants

Principles Financial Consultants is an independent financial advisory company with more than 45 years of combined experience advising trustees and advisory bodies on their employee benefits. Principles provides integrated health, retirement, investment, life and insurance solutions to establish, build and preserve our clients’ financial wellness. Company Mission: Creating empowerment through imparting the relevant skills, knowledge and attitude where South Africans can retire financially secured. Strategic Goals: Improve standards of fund governance, including trustee knowledge and conduct, protection of members’ interest, accountability, and disclosure of material information to members and contributors. Why Principles Financial Consultants? • Consulting to 30 retirement funds and 10 employer groups on medical aid benefits • Our membership base is in excess of members (medical and retirement funds) •We are culturally diversified and cater for eight of the eleven official languages • Our objectivity and independency have earned us credibility with all our clients • We are an accredited financial service provider with Financial Sector Conduct Authority with number 19721 • We are FAIS compliant We are authorised to offer the following Financial Services:*Long-Term Insurance: Category A *Short-Term Insurance: Personal Lines *Long-Term Insurance: Category B1 and B2 *Long-Term Insurance: Category C *Retail Pension Benefits *Short-Term Insurance: Commercial Lines *Pension Funds Benefits (excluding retail)*Health Service Benefits