About Us

THE SILVERTHORN EMPLOYEE BENEFITS WEALTH PROCESS

To achieve our objectives of Wealth Preservation and Wealth Growth for your company’s employees, Silverthorn conducts a highly detailed and comprehensive company EB requirements process.

A Silverthorn EB specialist meets with each company individually and gathers all relevant financial information and data regarding the company’s requirements.

We establish the company’s EB goals and conduct a disciplined financial needs and risk analysis.

We then develop and present Silverthorn’s recommended EB investment strategy, taking into account investment portfolio recommendations, financial and income needs, taxation and estate planning.

We then regularly monitor, report and periodically update the Company’s EB plan in accordance with changing investment dynamics and circumstances.

SILVERTHORN CUSTOMER CARE

The core of our business at Silverthorn Wealth is customer care. Customer-Centricity is our guiding mantra. This means placing our client's needs and goals at the forefront of all interactions. 

Providing tailored, goal-based EB recommendations to help companies manage their and their employees’ investment and retirement objectives. 

Fostering trust through ethical and honest conduct, acting in the client's best interests when managing their EB investment and savings. 

Clearly explaining the rationale behind recommendations, products and be strategies to the company . 

Recognising that EB services are relational and require effort to provide an exceptional, individualised client experience. 

Addressing client needs and concerns timeously.

Clearly communicating potential risks, especially if a company chooses to proceed with a transaction or strategy different from the recommended one. 

Providing efficient and accessible channels for companies to resolve issues. 

Silverthorn is so committed to customer care that we have a highly qualified Director of Client Care and all our staff sign our Client Care Charter that guides the service provided to our clients.

THE PROFESSIONAL TEAM BEHIND YOUR EMPLOYEE BENEFITS

EXTERNAL COMPLIANCE

In addition to our internal compliance department, our external compliance services are provided by one of the country’s leading companies in the field – Compli-Serve, (https://compliserve.co.za/).