About Us
Empowering Retirement, Nationwide
Your Trusted Partner in Retirement Fund Consulting
Eugene Wait & Associates was founded in 2017 by Eugene Wait, following a management buy-out of a business he had successfully managed for several years. With decades of experience in both consulting and managing retirement fund businesses, Eugene brings unparalleled expertise to the industry.
Operating nationally from our Johannesburg head office, we specialize in providing independent retirement fund consulting to small, medium, and large corporate clients. Our commitment is to deliver tailored advice that aligns with our clients’ unique needs, ensuring financial security and peace of mind.
Mission
To provide independent, tailored retirement fund consulting services that empower corporate clients and their employees, ensuring financial security through expert advice, transparent communication, and uncompromising governance.
Vision
To be the leading independent retirement fund consulting firm in South Africa, recognized for our integrity, expertise, and commitment to empowering businesses and individuals to achieve financial peace of mind.
Our Experience
Because of the ever-changing regulatory environment and the onerous fiduciary role employers assume when implementing a retirement fund, it is increasingly difficult for employers to offer and monitor retirement savings plans.
Our consultants have the experience and knowledge to deal with all aspects of creating and managing a retirement fund.
- Our consultants conduct service provider searches for fund administration, investment management and group insurance products. We develop communication and education material for fund members and provide ongoing reporting and support to the employer and the members
- We provide advice on investment structures and develop investment mandates that best meet the needs of fund members
- We constantly monitor the entire group benefits plan against industry norms to ensure it is the most superior product possible
Each client is allocated a consultant who will manage revisions and address issues as they arise. It is important to note that we act solely in the best interests of our clients. we are totally independent of our service providers and have no financial interest in the providers we ultimately recommend.
As a licensed financial services provider, we comply strictly with the FAIS Act and abide by that Act’s Code of Good Conduct.