• ABOUT DIVERSITY FINANCIAL
Independent, people-centred Retirement Benefit Counselling.
We bring innovation, transparency and technology together to deliver a counselling experience built around the member; and around the trustees who answer for it.
OUR VISION
To transform retirement counselling through accessible guidance, informed decision-making, and people-centred financial empowerment.
OUR MISSION
To empower individuals with clear, accessible retirement benefit couselling that enables informed financial decisions and long-term wellbeing.
• BUILT FOR THE REGULATION
Meeting what trustees are required to provide.
The Default Regulation, in effect since 2017, requires that members be given access to Retirement Benefit Counselling before any withdrawal benefit is paid. Our service is designed around that obligation and the holitic support trustees need to meet it.
We handle the counselling experience end to end, so the fund can show, clearly and on record, that members were properly informed.
NO CONFLICT OF INTEREST
Diversity Financial does not hold a FAIS licence. Because advising on financial products is not part of our business, a conflict of interest is structurally absent from our counselling - in line with Section 4.4(b) of the 2018 PFA Guidance Notice.
• LET'S TALK
Give your members clarity, and your trustees peace of mind.
We'd welcome a conversation about how Retirement Benefit Counselling can work for your fund.