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Top Retirement Planning Firms

Ratings Updated: April 1, 2026
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0 Leaders 3 Contenders

3 Companies

Country: South Africa
City: Johannesburg

List of the Top Retirement Planning Services

  • INVEXPEDIA PTY LTD Logotype

    Not yet reviewed

    $250,000+
    Undisclosed
    50 - 249
    Kempton Park, South Africa

    Services provided

    25% Financial Advising & Planning
    40% Business Consulting
    10% Financial Consulting +5
    10% HR Consulting
    5% PEO/Employee Leasing
    5% Recruiting
    3% Staffing
    2% HR Outsourcing

    Focus Areas

    25% Retirement Planning
    75% Wealth & Asset Management

    INVEXPEDIA PTY LTD is a midsize Kempton Park, South Africa-based Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.

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  • Financial Advisor - Marcel Wasserman Logotype

    4.5 1 review
    $1,000+
    $150 - $199 / hr
    2 - 9
    Pretoria, South Africa

    Services provided

    50% Financial Advising & Planning
    30% Insurance Services & Brokers
    15% Finance & Accounting Outsourcing (FAO) +1
    5% Commercial Financing

    Focus Areas

    50% Retirement Planning
    50% Wealth & Asset Management

    Financial Advisor - Marcel Wasserman is a financial planning company offering investment advice and insurance portfolio management. Out of the reviews, 100% mention satisfaction with their professionalism and time-consciousness, while 50% suggest improvement in attentiveness to client needs. Their services are generally well-regarded, with consistent positive feedback on project management and personal attention.

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    Industry Experience

    Marcel Wasserman has demonstrated expertise primarily in the Food & Beverages industry, providing excellent financial planning and investment advice. Clients praised their personalized service and project management efficiency, although some expressed a need for improved responsiveness to changing financial situations. Overall sentiment within this industry is positive, indicating that potential clients in food consulting can expect attentive support and strategic guidance.

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    Food & Beverages

    Average Project Cost Breakdown

    What Clients Have Said

    Clients generally perceive Shepherd Consultants, led by Marcel Wasserman, as providing good value for money through their personalized and professional services. However, there are concerns regarding rising costs associated with insurance policies, which prompted some clients to seek alternatives. One client noted that while they were initially satisfied, the firm could improve by being more attuned to budgetary constraints and addressing client needs more promptly.
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  • SA Financial Planners Logotype

    Not yet reviewed

    $100,000+
    $50 - $99 / hr
    2 - 9
    Hartbeespoort, South Africa

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    50% Retirement Planning
    50% Wealth & Asset Management

    SA Financial Planners is a Financial Advising & Planning company. The team is based in Hartbeespoort, South Africa, and their services include Financial Advising & Planning.

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List of the Top Retirement Planning Services

  1. INVEXPEDIA PTY LTD Logotype

    INVEXPEDIA PTY LTD

    $250,000+
    Undisclosed
    50 - 249
    Kempton Park, South Africa

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    25% Retirement Planning
    75% Other
    View Profile Visit Website
  2. Financial Advisor - Marcel Wasserman Logotype

    Financial Advisor - Marcel Wasserman

    $1,000+
    $150 - $199 / hr
    2 - 9
    Pretoria, South Africa

    Ability to deliver

    20.1/40.0
    14.6/20 Reviews
    0.7/10 Clients & Experience
    4.8/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Retirement Planning
    50% Other
    View Profile Visit Website
  3. SA Financial Planners Logotype

    SA Financial Planners

    $100,000+
    $50 - $99 / hr
    2 - 9
    Hartbeespoort, South Africa

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    50% Retirement Planning
    View Profile Visit Website

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