Financial
Revelation

We believe in pushing the boundaries of what's possible. We are a team of experts committed to delivering outstanding results.

We believe in the power of collaboration and hard work.
Together, we strive to make a positive impact in the world.
We make our clients financial aspirations come true

A few things we’re great at

Insights

Actuarial Consulting services to Insurance Companies, Retirement and Employer funds

Development

Advisory and creation of bespoke insurance and
investment products, with risk structuring & pricing and disability management. Development of Cell Captive and other structures

Our Expertise

INVESTMENT SERVICES

• Investment policy statement development and review.


• Asset-liability analysis and setting of strategic asset allocation.

• Analysis of portfolio performance to benchmarks.


• Assessment of managers for selection – including due diligence investigations.


• Most of our work is performed for South African clients.

Our Expertise

DISABILITY
ASSESSMENT

• Provide access to independent well trained medical professionals


•Our staff are clinically trained with vast knowledge of industry specifics

• Provide access to high-quality disability assessment at the product level using sound employee benefits products, the latest industry standards, and technology


• We collaborate with clients to develop risk management systems to improve the holistic well-being of employees


• We use the client disability data analytics to improve adherence, product usage, and design

More Of Our Expertise

ACTUARIAL CONSULTING

• Actuarial consulting and risk consulting to retirement funds.


• Actuarial support to auditors of corporate entities carrying actuarial liabilities on their balance sheets.


• Feasibility assessments of cell captive and insurance business.


• Benefit design and assessment of policy term to align with latest market practise.


• Group Risk Pricing and Product development.

Compliance Matters

Financial Revelation CC, a close corporation incorporated in terms of the Close Corporations Act, is an authorised financial services provider as defined in the Financial Advisory and Intermediary Services Act (FAIS Act”). The information, statements, or comments made in this document or on the website do not constitute advice as defined in the FAIS Act. We recommend that you consult with an authorised financial services provider before purchasing a product or making changes to the said financial product.

Contact Info

Let’s Chat

Get in touch with us

  • Info@finrev.co.za