Retirement Planning

What are your Retirement Plans

Is it a house at the beach front, or simply spending time with your children and grandchildren with no financial difficulty? 

When we look at your retirement goals, we dissect every part of your investment portfolio to provide you with an accurate overview of where you are and will be when you are ready to sail away into the sunset and enjoy your golden years. A retirement Annuity is one of the fast tools we utilize to plan for your retirement. Through the product, we are able to again, compile a bespoke portfolio offering which includes all major asset managers, including Allan Gray, Coronation, Stanlib Wealth Management just to name a few.
 
A Retirement Annuity provides you with an annual tax rebate in accordance with the current South African Tax Legislation.