Retirement Planning can be a complex and intimidating topic for many. Our aim is to
simplify it, empowering our clients to make smart and informed decisions that will help
them achieve their retirement goals and give them the confidence they need to secure
their financial future.
We are here to help you manage your well-earned retirement savings (Private,
Government Employees Pension Fund (GEPF) and others such as Retirement Annuities).
We understand the value of your retirement savings and how decision making can affect
the enjoyment of your retirement years. Our wealth managers are well trained and will be
there every step of the way to help make the right decision.
Becoming the trusted advisor for every aspect of your financial affairs puts us in the
unique position of being able to ensure a mutually profitable and ongoing, long-term
relationship. We are here to help you however we can.
Our service to you
Analyse your circumstances by reviewing your retirement goals with you and calculate how much money you will need to achieve them.
Explain the tax implication of the various options available to you at retirement to ensure that you are well aware of your tax.
Structure a customised retirement plan according to your needs.
Manage the administration in transferring funds from your employer to an external retirement fund of choice.
Evaluate your medical aid needs and assist in sourcing a suitable cover according to your needs
Review and consolidate life insurance policies investments as well as short term insurance (including motor vehicle and household cover)
Help in setting up an emergency fund to ensure there are no shocks in your finances should an unexpected event occur in the future.
Help you set up a will to ensure an efficient distribution of your assets in the event of death.