Accepting new clients for 2026

We accompany you through every stage of life.

A boutique financial planning practice specializing in pension funds, provident funds, and individual wealth protection — designed around you.

Est. 2006 1,500+ staff covered Independent advice
Planning a secure future
+8.2%
Avg. annual growth
20 years
Of wisdom with money
Pension Funds Provident Funds Wealth Protection Corporate Benefits Estate Planning Retirement Strategy
What we do

Comprehensive expertise,
tailored to you.

We also provide a comprehensive service to our individual clients — from retirement and risk to estates and investments.

Retirement Planning

Build wealth and peace of mind for life after work.

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Financial Security for dependents

Life cover that keeps loved ones stable if you pass away.

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Disability Cover

Protect your income when illness or injury stops you working.

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Dread Disease Cover

Financial support on diagnosis of a specified severe illness.

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Estate Planning

Wills, trusts, and a clear plan for your legacy.

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Investments

Unit trusts, ETFs, shares, and vehicles matched to your goals.

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Medical Aid

Scheme options aligned to your health needs and budget.

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Gap Cover

Bridge what specialists charge and your medical aid pays.

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Wills

Clear, valid instructions for who inherits and who acts.

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Income Protection

Replace earnings if you cannot work for health reasons.

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Income solutions for retirees

Sustainable drawdowns and annuities through retirement.

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Financial literacy courses

Plain-language programmes for budgets, risk, and investing.

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Our ethos

Built on relationships,
not transactions.

Since 2006, EBS has been the quiet confidant behind thousands of successful retirements. We believe good advice is personal, patient, and earned — one honest conversation at a time.

As a boutique practice, every client works directly with a principal advisor. No call centres. No hand-offs. Just wisdom with money.

20+
Years
1.5k+
Staff covered
100%
Independent
A conversation with an advisor

"They treated our small business like their only client."

— M. Naidoo, HR Director

Let's begin

"Wisdom with money
since 2006."

EBS has helped thousands of individuals and covers over 1,500 staff members via corporate benefits. Let us make a difference for you.

I work with customers mainly in the Gauteng region.

gerda@employeebenefit.co.za 083 275 1249