Dear valued member

At this stage you might be familiar with the term Retirement Reform, but many of you might still be uncertain of when you should be acting with regard to planning for your retirement and what you should be doing. The purpose of this communication is to provide you with some peace of mind that you will now have access to counsellors and advisors to assist you in your journey towards and during your retirement.

For this reason, the National Fund for Municipal Workers has appointed INfund Solutions and Portfolium to assist our members with holistic financial planning, advice and retirement benefit counselling. The key objective is to educate and empower members to make informed financial choices at every major life stage in an effort to enhance retirement outcomes. Our service offering to members includes improving members’ net replacement ratio, assisting members with retirement planning, providing members with risk benefits, advising members on withdrawal options (preservation, cash, new employer, retirement annuity), savings, risk benefits, budgeting, and wills.

We would like to introduce the counsellors and advisory team at the NFMW.

JACO VAN WYK

In-fund Counsellor & Financial Advisor
jaco@nationalfund.co.za | jaco@portfolium.co.za
Cell no : 082 579 9899
Qualifications
BCom Investment Management
BCom (Hons) in Financial Analysis and Portfolio Management
Postgraduate Diploma in Financial Planning
CFP®

MIENTJIE SMITH

In-fund Counsellor & Financial Advisor
mientjie@nationalfund.co.za | mientjie@portfolium.co.za
Cell no: 082 416 1383
Qualifications
B.Com
Postgraduate Diploma in Financial Planning
CFP®

LONDIWE MTHETHWA

In-fund Counsellor & Financial Advisor
londiwe@nationalfund.co.za | londiwe@portfolium.co.za
Cell no: 079 057 0453
Qualifications
Adv Dip in Estate and Trust Administration
BCom Honours Financial Planning
BCom Finance
CFP®

NICO MATTHEE

In-fund Counsellor & Financial Advisor
nicom@nationalfund.co.za | nicom@portfolium.co.za
Cell no: 082 710 7837
Qualifications
B.Com (Law)
Postgraduate Diploma in Financial Planning
Advanced Postgraduate Diploma in Financial Planning

BONGIWE SOHABA

In-fund Counsellor & Financial Advisor
bongiwe@nationalfund.co.za | bongiwe@portfolium.co.za
Cell no: 073 270 2835
Qualifications
National Higher Certificate in Accountancy
National Diploma in Cost and Management Accounting
BTech Degree in Cost and Management Accounting
Postgraduate Diploma in Financial Planning

SIMPHIWE ZuU

In-fund Counsellor & Financial Advisor
simphiwe@nationalfund.co.za | simphiwe@portfolium.co.za
Cell no : 061 521 7644
Qualifications
National Higher Certificate in Financial Planning
BTech Degree in Financial Information Systems
National Diploma in Financial Information Systems
Postgraduate Diploma in Financial Planning

NWABISA MGIDLANA

In-fund Counsellor & Financial Advisor
nwabisa@nationalfund.co.za | nwabisa@portfolium.co.za
Cell no: 076 375 2401
Qualifications
BCom in Financial Planning
BCom Honours in Business Management
Certificate in Wealth Management

NICO VAN DER WESTHUIZEN

In-fund Counsellor & Financial Advisor
nico@nationalfund.co.za | nicovdw@portfolium.co.za
Cell no: 060 404 2595 or 012 880 5983
Qualifications
Bachelor of Law
Postgraduate Diploma in Financial Planning

NOKUZOLA MACHIU

In-fund Counsellor
zola@nationalfund.co.za | nokuzola@portfolium.co.za
Cell no: 081 725 3689 or 012 880 5981
Qualifications
BCom Accounting
BCom Honours in Financial Planning

Please contact us or the team directly for further information

Best regards
Ms. Tebogo Kgosi
Deputy Principal Executive Officer