INVESTING FOR RETIREMENT

CHOOSE WHO YOU WANT TO BE IN RETIREMENT...

  • Total Pension: Under R1 000 000
  • Income Under R5000 per month
  • Will Not cover daily needs
  • Will lose independence
  • Will need family / children to survive
  • Will not afford private health care
  • Will be fully reliant on the state
  • Loss of dignity and pride apparent
  • A sad way to spend twilight years
  • Will outlive Pension Funds
  • Total Pension: Over R2 500 000
  • Income over R12 500 per month
  • Will be able to maintain independence
  • Will afford private health care
  • Will afford a local holiday of 12 days per year
  • Will afford a basic, overseas holiday every 36 months
  • Braai every Weekend / Sushi 2 x per month
  • Should not outlive Pension Funds
  • Total Pension: Over R10 000 000
  • Income over R50 000 per month
  • Will be able to maintain independence
  • Will afford a private health care
  • Will afford helpers – gardener / frail care nurse / domestic helper
  • Will afford to be a swallow
  • No financial pressure
  • Will not outlive Pension Funds

There are at least 7 fabulous options available when it comes to investing for retirement. This can be daunting and confusing, however, if you have the technical stomach for it, please click on the hyper links below and read up on the brief overviews and benefits of all of these options. Alternatively, speak to me and let me help you identify the correct vehicle for your retirement plan depending your life stage, affordability, age and personal circumstances 

Retirement Vehicles

(To read more on the basic overview & benefits of these Retirement Vehicles, click on the button below)

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  • Agile Pension & Provident Fund Preserver    
  • Agile Retirement Annuity   
  • Evolve Pension & Provident Fund Preserver   
  • Evolve Retirement Annuity Plan   
  • Pension & Provident Fund Preserver   
  • Retirement Annuity Builder   
  • Retirement Annuity Plan   

 

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