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Retirement Simplified

Your retirement partners

Retirement made simple

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.

Useful Links

GET THE BROCHURE Download the pdf file of latest update for this service.

Need Help?

Please feel free to contact us. We will get back to you once we receive your email. Click the button below to request a call.

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Our Partners

Basik Financial Solutions is accredited to market products from the following product providers