South African retirement-fund education · General information, not personal financial advice.How adviser referrals work
Transparent process

How Retirement Fund Help works

The website is designed to stay adviser-neutral while making the handoff to regulated advice clear.

Last reviewed: 30 August 2026

Learn first

Use the guides and calculators to understand the broad decision and questions to ask.

Request help if you want it

Submit the review form with your situation and approximate fund-value range.

Your enquiry is matched

Where personalised financial assistance is requested, the enquiry may be referred to an appropriately authorised adviser/FSP.

Regulated advice happens separately

The adviser/FSP must provide the applicable disclosures and follow their advice process before rendering personalised advice.

Important distinction

This website is not the adviser.

Retirement Fund Help is an educational and lead-generation platform. It is intentionally designed so the consumer brand, content and calculators can remain separate from whichever authorised adviser/FSP receives a particular enquiry.

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