Financial & Risk Advisory Services

Specialist advisory to help sponsors and members make better decisions — from investment strategy and liability management to governance, compliance and retirement readiness.

Our advisory team combines pension expertise with practical, actionable insights. We provide tailored advisory across investment strategy, asset-liability management, regulatory compliance, fiduciary governance and member education. Our goal is to de-risk sponsor exposure while maximising long-term member outcomes.

Key Services

• Investment strategy formulation and manager selection
• Asset-liability analysis and risk profiling
• Governance and fiduciary advisory for boards and trustees
• Retirement readiness assessments and bespoke member education programs
• Regulatory advisory and NPRA engagement support

Who it’s for : Boards, trustees, corporate sponsors and high-net-worth individuals seeking specialist guidance to protect and grow retirement assets.