Retirement is a fact of life. Less than 6% of all South Africans will be able to continue their current lifestyle after retirement.
This area of planning spans a client's entire life - with specific advice on the legal aspects of retirement planning and life-long cashflow management. It begins with retirement saving advice through to the process of retirement, retrenchment or resignation.
What do you need to do to ensure that you retire independently? Start planning for your retirement as soon as possible.
Retirement planning can be divided into two major stages:
Younger clients who are still accumulating capital for their retirement:
We will provide you with a retirement plan which will include the different products available for retirement. You will also be advised on the most tax efficient investments to maximize your capital. We will conduct a regular assessment of your unique retirement plan to ensure that your plan remains on course.
Clients who have reached retirement:
We will conduct a comprehensive analysis of all your available capital for retirement. These may include your pension or provident fund, retirement annuities and any other investments or assets. We will advise you on the most tax efficient manner to utilize your capital, ensuring that you receive maximum after tax income. A regular assessment of your retirement plan will be conducted to ensure that your plan remains on course.
Types of retirement vehicles we can assist with:
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